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Nuveen Select Tax-Free Income Portfolio

89 hedge funds and large institutions have $103M invested in Nuveen Select Tax-Free Income Portfolio in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 18

0.45% more ownership

Funds ownership: 16.04%16.49% (+0.45%)

0% more funds holding

Funds holding: 8989 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

5% less capital invested

Capital invested by funds: $108M → $103M (-$5M)

Holders
89
Holders Change
Holders Change %
0%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
26
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
51
Focus Partners Advisor Solutions
Missouri
$206K +$220K +15,475 New
AAS
52
Annex Advisory Services
Wisconsin
$204K -$3.3K -232 -1%
NFG
53
Nations Financial Group
Iowa
$181K +$44.3K +3,119 +30%
HI
54
Harbour Investments
Wisconsin
$181K +$9.13K +642 +5%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$180K +$192K +13,507 New
KAS
56
Kestra Advisory Services
Texas
$174K +$186K +13,092 New
BCG
57
Breakwater Capital Group
New Jersey
$168K +$180K +12,638 New
EFS
58
Essex Financial Services
Connecticut
$166K
SFWA
59
Summit Financial Wealth Advisors
Louisiana
$157K
HighTower Advisors
60
HighTower Advisors
Illinois
$156K -$69.4K -4,885 -29%
CAN
61
Cetera Advisor Networks
California
$155K
DDPIC
62
Deroy & Devereaux Private Investment Counsel
Michigan
$154K
CWM
63
Collaborative Wealth Management
Florida
$154K
WDG
64
Wealth Dimensions Group
Ohio
$153K
BRWA
65
B. Riley Wealth Advisors
Florida
$142K +$597 +42 +0.4%
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$133K
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$126K +$130K +9,150 +3,081%
SPIA
68
Steward Partners Investment Advisory
New York
$118K -$10.8K -763 -8%
CYG
69
Clean Yield Group
Vermont
$91.5K
CSPIA
70
Cary Street Partners Investment Advisory
Virginia
$91.2K
MFT
71
Moisand Fitzgerald Tamayo
Florida
$78.7K
CFB
72
Cullen/Frost Bankers
Texas
$71.8K
PB
73
Pinnacle Bancorp
Nebraska
$59.7K
WAM
74
Wolverine Asset Management
Illinois
$37.9K +$40.5K +2,847 New
TCM
75
Tradewinds Capital Management
Washington
$31.8K

NXP Hedge Fund Activity: Q3 2023 in Review

89 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q3 2023, worth a combined $103M — down 4.6% from $108M a quarter earlier.

Fund positioning in NXP was balanced in Q3 2023: 10 funds opened new positions, 10 closed out, 26 added to existing stakes and 18 trimmed.

The largest buyer was UBS Group, adding an estimated $1.37M. The largest seller was 1607 Capital Partners, exiting entirely with an estimated $1.72M sold.

  • 89 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $103M of Nuveen Select Tax-Free Income Portfolio stock for Q3 2023, down 4.6% quarter-over-quarter.
  • 10 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q3 2023 and 10 closed out, a net change of 0 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q3 2023 was UBS Group, an estimated $1.37M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q3 2023 was 1607 Capital Partners, an estimated $1.72M sold.

Based on aggregated 13F filings for Q3 2023.