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Nuveen Select Tax-Free Income Portfolio

89 hedge funds and large institutions have $108M invested in Nuveen Select Tax-Free Income Portfolio in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

25% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 20

3% more funds holding

Funds holding: 8689 (+3)

0.83% less ownership

Funds ownership: 16.87%16.04% (-0.83%)

3% less capital invested

Capital invested by funds: $111M → $108M (-$2.97M)

Holders
89
Holders Change
+3
Holders Change %
+3.49%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
25
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
51
Luther King Capital Management (LKCM)
Texas
$223K
PAG
52
Private Advisor Group
New Jersey
$208K +$274 +19 +0.1%
HI
53
Harbour Investments
Wisconsin
$187K +$38.3K +2,651 +26%
EFS
54
Essex Financial Services
Connecticut
$180K
SWP
55
Stratos Wealth Partners
Ohio
$171K +$172K +11,894 New
CAN
56
Cetera Advisor Networks
California
$168K
DDPIC
57
Deroy & Devereaux Private Investment Counsel
Michigan
$167K
CWM
58
Collaborative Wealth Management
Florida
$167K +$167K +11,561 New
WDG
59
Wealth Dimensions Group
Ohio
$166K
SFWA
60
Summit Financial Wealth Advisors
Louisiana
$166K +$166K +11,492 New
BRWA
61
B. Riley Wealth Advisors
Florida
$154K -$48.8K -3,381 -24%
AWM
62
AE Wealth Management
Kansas
$153K +$43 +3 +0%
NFG
63
Nations Financial Group
Iowa
$152K +$152K +10,521 New
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$145K +$145K +10,058 New
WAP
65
Wealthcare Advisory Partners
Pennsylvania
$144K +$144K +10,000 New
SPIA
66
Steward Partners Investment Advisory
New York
$139K +$41.6K +2,878 +42%
CSPIA
67
Cary Street Partners Investment Advisory
Virginia
$98.8K -$3.8K -263 -4%
CYG
68
Clean Yield Group
Vermont
$95.9K
MFT
69
Moisand Fitzgerald Tamayo
Florida
$85.2K
CFB
70
Cullen/Frost Bankers
Texas
$77.7K +$54.4K +3,763 +231%
PB
71
Pinnacle Bancorp
Nebraska
$64.7K
SS
72
Sunbelt Securities
Texas
$57.6K
DI
73
Disciplined Investments
Oklahoma
$53.6K
TCM
74
Tradewinds Capital Management
Washington
$34.5K
HB
75
Horizon Bancorp
Indiana
$32K

NXP Hedge Fund Activity: Q2 2023 in Review

89 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q2 2023, worth a combined $108M — down 2.7% from $111M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NXP positions and 6 closed out — a net gain of 5 holders — while 25 added to existing stakes and 20 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $1.01M. The largest seller was 1607 Capital Partners, cutting an estimated $7.28M.

  • 89 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q2 2023, up from 86 in Q1 2023.
  • Funds reported $108M of Nuveen Select Tax-Free Income Portfolio stock for Q2 2023, down 2.7% quarter-over-quarter.
  • 11 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q2 2023 and 6 closed out, a net change of +5 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q2 2023 was Advisors Asset Management, an estimated $1.01M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q2 2023 was 1607 Capital Partners, an estimated $7.28M sold.

Based on aggregated 13F filings for Q2 2023.