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Nuveen Select Tax-Free Income Portfolio

84 hedge funds and large institutions have $117M invested in Nuveen Select Tax-Free Income Portfolio in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

37% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 19

11% more capital invested

Capital invested by funds: $106M → $117M (+$11.5M)

2% more funds holding

Funds holding: 8284 (+2)

0.72% more ownership

Funds ownership: 17.27%17.99% (+0.72%)

Holders
84
Holders Change
+2
Holders Change %
+2.44%
% of All Funds
1.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
26
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
51
Annex Advisory Services
Wisconsin
$214K -$13 -1 -0%
BRWA
52
B. Riley Wealth Advisors
Florida
$194K +$187K +13,958 New
Creative Planning
53
Creative Planning
Kansas
$189K +$27 +2 +0%
HighTower Advisors
54
HighTower Advisors
Illinois
$177K +$6.69K +500 +4%
PCIA
55
Prime Capital Investment Advisors
Kansas
$177K +$170K +12,718 New
EFS
56
Essex Financial Services
Connecticut
$173K +$167K +12,500 New
SWP
57
Stratos Wealth Partners
Ohio
$172K
DDPIC
58
Deroy & Devereaux Private Investment Counsel
Michigan
$168K
CAN
59
Cetera Advisor Networks
California
$162K +$156K +11,669 New
WDG
60
Wealth Dimensions Group
Ohio
$160K
OBWG
61
Onyx Bridge Wealth Group
New York
$160K -$40.2K -3,000 -21%
AWM
62
AE Wealth Management
Kansas
$148K +$142K +10,639 New
SP
63
Successful Portfolios
Florida
$147K +$141K +10,559 New
HI
64
Harbour Investments
Wisconsin
$143K -$110K -8,252 -45%
RBC
65
Romano Brothers & Co
Illinois
$101K +$97.5K +7,285 New
CSPIA
66
Cary Street Partners Investment Advisory
Virginia
$99K +$95.3K +7,118 New
CYG
67
Clean Yield Group
Vermont
$92.5K +$602 +45 +0.7%
MFT
68
Moisand Fitzgerald Tamayo
Florida
$82.3K
SPIA
69
Steward Partners Investment Advisory
New York
$74.3K +$21.3K +1,592 +42%
PB
70
Pinnacle Bancorp
Nebraska
$62K
IA
71
IFP Advisors
Florida
$42K -$86K -6,420 -68%
TCM
72
Tradewinds Capital Management
Washington
$33.3K
CFB
73
Cullen/Frost Bankers
Texas
$22.7K
BFEC
74
Benjamin F. Edwards & Company
Missouri
$20K
CFO
75
CVA Family Office
Colorado
$17.9K

NXP Hedge Fund Activity: Q4 2022 in Review

84 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q4 2022, worth a combined $117M — up 11% from $106M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new NXP positions and 9 closed out — a net gain of 5 holders — while 26 added to existing stakes and 19 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $3.68M. The largest seller was Baird Financial Group, cutting an estimated $2.67M.

  • 84 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q4 2022, up from 82 in Q3 2022.
  • Funds reported $117M of Nuveen Select Tax-Free Income Portfolio stock for Q4 2022, up 11% quarter-over-quarter.
  • 14 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q4 2022 and 9 closed out, a net change of +5 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q4 2022 was Cambridge Investment Research Advisors, an estimated $3.68M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q4 2022 was Baird Financial Group, an estimated $2.67M sold.

Based on aggregated 13F filings for Q4 2022.