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Nuveen Select Tax-Free Income Portfolio
NXP

93 hedge funds and large institutions have $112M invested in Nuveen Select Tax-Free Income Portfolio in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

1% more funds holding

Funds holding: 92 → 93 (+1)

0% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 26

0.16% less ownership

Funds ownership: 16.67% → 16.51% (-0.16%)

1% less capital invested

Capital invested by funds: $113M → $112M (-$676K)

Holders
93
Holders Change
+1
Holders Change %
+1.09%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
26
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$1.64M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$467K
3
KAS
Kestra Advisory Services
Texas
+$422K
4
BCG
Breakwater Capital Group
New Jersey
+$329K
5
Ameriprise
Ameriprise
Minnesota
+$278K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.14M
2
UBS Group
UBS Group
Switzerland
-$1.36M
3
AAM
Advisors Asset Management
Colorado
-$715K
4
Osaic Holdings
Osaic Holdings
Arizona
-$542K
5
HWAM
Hennion & Walsh Asset Management
New Jersey
-$443K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
51
Ancora Advisors
Ohio
$268K – – –
Corient Private Wealth
52
Corient Private Wealth
Florida
$261K – – –
Bank of New York Mellon
53
Bank of New York Mellon
New York
$249K +$245K +17,209 New
LF
54
Lantz Financial
Illinois
$244K – – –
CAWM
55
Capital Advisors Wealth Management
Washington
$238K +$85.2K +5,979 +57%
Luther King Capital Management (LKCM)
56
Luther King Capital Management (LKCM)
Texas
$224K – – –
AAS
57
Annex Advisory Services
Wisconsin
$223K – – –
NFG
58
Nations Financial Group
Iowa
$208K +$9.97K +700 +5%
VH
59
Visionary Horizons
Tennessee
$198K – – –
CIA
60
Concurrent Investment Advisors
Florida
$188K +$185K +12,969 New
DDPIC
61
Deroy & Devereaux Private Investment Counsel
Michigan
$168K – – –
WDG
62
Wealth Dimensions Group
Ohio
$167K – – –
SA
63
Sanctuary Advisors
Indiana
$161K +$164K +11,482 New
MHB
64
Midwest Heritage Bank
Iowa
$160K -$72.3K -5,076 -32%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$149K +$484 +34 +0.3%
HI
66
Harbour Investments
Wisconsin
$148K – – –
TWP
67
Tyche Wealth Partners
Texas
$148K – – –
WAP
68
Wealthcare Advisory Partners
Pennsylvania
$145K -$38.3K -2,688 -21%
SPIA
69
Steward Partners Investment Advisory
New York
$129K +$285 +20 +0.2%
RIL
70
Rothschild Investment LLC
Illinois
$126K – – –
CYG
71
Clean Yield Group
Vermont
$96.4K – – –
MFT
72
Moisand Fitzgerald Tamayo
Florida
$85.7K – – –
LIA
73
Lynx Investment Advisory
District of Columbia
$84.7K +$83.3K +5,845 New
IAIM
74
International Assets Investment Management
Florida
$77.4K +$76.1K +5,338 New
WAM
75
Wolverine Asset Management
Illinois
$76.9K +$12.1K +848 +19%
1 2
3
4

NXP Hedge Fund Activity: Q2 2024 in Review

93 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q2 2024, worth a combined $112M — down 0.6% from $113M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NXP positions and 5 closed out — a net gain of 2 holders — while 26 added to existing stakes and 26 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.64M. The largest seller was Bank of America, cutting an estimated $2.14M.

  • 93 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q2 2024, up from 92 in Q1 2024.
  • Funds reported $112M of Nuveen Select Tax-Free Income Portfolio stock for Q2 2024, down 0.6% quarter-over-quarter.
  • 7 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q2 2024 and 5 closed out, a net change of +2 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q2 2024 was Guggenheim Capital, an estimated $1.64M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q2 2024 was Bank of America, an estimated $2.14M sold.

Based on aggregated 13F filings for Q2 2024.