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Nuveen Select Tax-Free Income Portfolio

86 hedge funds and large institutions have $111M invested in Nuveen Select Tax-Free Income Portfolio in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

2% more funds holding

Funds holding: 8486 (+2)

5% less capital invested

Capital invested by funds: $117M → $111M (-$5.77M)

1.13% less ownership

Funds ownership: 17.99%16.87% (-1.1%)

Holders
86
Holders Change
+2
Holders Change %
+2.38%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
24
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
51
B. Riley Wealth Advisors
Florida
$201K +$777 +54 +0.4%
Creative Planning
52
Creative Planning
Kansas
$194K +$43 +3 +0%
HighTower Advisors
53
HighTower Advisors
Illinois
$182K
EFS
54
Essex Financial Services
Connecticut
$179K
CAN
55
Cetera Advisor Networks
California
$167K
DDPIC
56
Deroy & Devereaux Private Investment Counsel
Michigan
$166K -$6.83K -475 -4%
WDG
57
Wealth Dimensions Group
Ohio
$165K
AWM
58
AE Wealth Management
Kansas
$152K +$29 +2 +0%
HI
59
Harbour Investments
Wisconsin
$148K +$892 +62 +0.6%
SP
60
Successful Portfolios
Florida
$147K -$4.4K -306 -3%
CSPIA
61
Cary Street Partners Investment Advisory
Virginia
$102K
SPIA
62
Steward Partners Investment Advisory
New York
$97K +$20.7K +1,438 +27%
CYG
63
Clean Yield Group
Vermont
$95.2K
MFT
64
Moisand Fitzgerald Tamayo
Florida
$84.6K
PB
65
Pinnacle Bancorp
Nebraska
$64.3K
SS
66
Sunbelt Securities
Texas
$57K +$57.5K +4,000 New
AIP
67
Ahrens Investment Partners
Louisiana
$56.6K +$56.9K +3,955 New
DI
68
Disciplined Investments
Oklahoma
$53.2K +$53.5K +3,718 New
TCM
69
Tradewinds Capital Management
Washington
$34.3K
HB
70
Horizon Bancorp
Indiana
$32K +$32.4K +2,253 New
CFB
71
Cullen/Frost Bankers
Texas
$23.4K
BFEC
72
Benjamin F. Edwards & Company
Missouri
$20K
CFO
73
CVA Family Office
Colorado
$18.4K
PA
74
Parallel Advisors
California
$14.3K
BEI
75
Benjamin Edwards Inc
Missouri
$12K

NXP Hedge Fund Activity: Q1 2023 in Review

86 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q1 2023, worth a combined $111M — down 4.9% from $117M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NXP positions and 10 closed out — a net gain of 2 holders — while 24 added to existing stakes and 21 trimmed.

The largest buyer was Bank of America, adding an estimated $3.06M. The largest seller was 1607 Capital Partners, cutting an estimated $3.97M.

  • 86 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q1 2023, up from 84 in Q4 2022.
  • Funds reported $111M of Nuveen Select Tax-Free Income Portfolio stock for Q1 2023, down 4.9% quarter-over-quarter.
  • 12 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q1 2023 and 10 closed out, a net change of +2 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q1 2023 was Bank of America, an estimated $3.06M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q1 2023 was 1607 Capital Partners, an estimated $3.97M sold.

Based on aggregated 13F filings for Q1 2023.