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Nuveen Select Tax-Free Income Portfolio
NXP

92 hedge funds and large institutions have $113M invested in Nuveen Select Tax-Free Income Portfolio in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

3% more funds holding

Funds holding: 89 → 92 (+3)

0.65% less ownership

Funds ownership: 17.32% → 16.67% (-0.65%)

6% less capital invested

Capital invested by funds: $121M → $113M (-$7.59M)

Holders
92
Holders Change
+3
Holders Change %
+3.37%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
26
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$1.06M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
+$741K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$416K
4
UBS Group
UBS Group
Switzerland
+$384K
5
DADC
D.A. Davidson & Co
Montana
+$345K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$6.27M
2
VanEck Associates
VanEck Associates
New York
-$699K
3
AAM
Advisors Asset Management
Colorado
-$546K
4
VAM
Verity Asset Management
North Carolina
-$447K
5
Wells Fargo
Wells Fargo
California
-$376K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
51
Annex Advisory Services
Wisconsin
$222K +$15 +1 +0%
LCM
52
Landscape Capital Management
New Jersey
$202K +$204K +13,980 New
NFG
53
Nations Financial Group
Iowa
$197K – – –
SL
54
SWMG LLC
Texas
$191K +$194K +13,257 New
VH
55
Visionary Horizons
Tennessee
$191K -$18.5K -1,270 -8%
Jones Financial Companies
56
Jones Financial Companies
Missouri
$185K +$187K +12,787 New
WAP
57
Wealthcare Advisory Partners
Pennsylvania
$183K +$39.2K +2,688 +27%
EFS
58
Essex Financial Services
Connecticut
$181K – – –
DDPIC
59
Deroy & Devereaux Private Investment Counsel
Michigan
$167K – – –
WDG
60
Wealth Dimensions Group
Ohio
$166K – – –
CAN
61
Cetera Advisor Networks
California
$153K – – –
CAWM
62
Capital Advisors Wealth Management
Washington
$151K +$153K +10,460 New
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$148K -$90.9K -6,229 -38%
HI
64
Harbour Investments
Wisconsin
$148K +$51.4K +3,518 +52%
TWP
65
Tyche Wealth Partners
Texas
$147K – – –
BRWA
66
B. Riley Wealth Advisors
Florida
$142K -$18.3K -1,252 -10%
SPIA
67
Steward Partners Investment Advisory
New York
$128K -$438 -30 -0.3%
RIL
68
Rothschild Investment LLC
Illinois
$126K – – –
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$117K +$7.93K +543 +7%
CYG
70
Clean Yield Group
Vermont
$96.1K – – –
MFT
71
Moisand Fitzgerald Tamayo
Florida
$85.4K – – –
PB
72
Pinnacle Bancorp
Nebraska
$64.8K – – –
WAM
73
Wolverine Asset Management
Illinois
$64.4K +$65.1K +4,457 New
TCM
74
Tradewinds Capital Management
Washington
$34.6K – – –
HB
75
Horizon Bancorp
Indiana
$33K – – –
1 2
3
4 5

NXP Hedge Fund Activity: Q1 2024 in Review

92 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q1 2024, worth a combined $113M — down 6.3% from $121M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NXP positions and 9 closed out — a net gain of 3 holders — while 26 added to existing stakes and 21 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.06M. The largest seller was Morgan Stanley, cutting an estimated $6.27M.

  • 92 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q1 2024, up from 89 in Q4 2023.
  • Funds reported $113M of Nuveen Select Tax-Free Income Portfolio stock for Q1 2024, down 6.3% quarter-over-quarter.
  • 12 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q1 2024 and 9 closed out, a net change of +3 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q1 2024 was Guggenheim Capital, an estimated $1.06M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q1 2024 was Morgan Stanley, an estimated $6.27M sold.

Based on aggregated 13F filings for Q1 2024.