Nuveen Select Tax-Free Income Portfolio
NXP
93 hedge funds and large institutions have $104M invested in Nuveen Select Tax-Free Income Portfolio in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 34 increasing their positions, 3 reducing their positions, and 5 closing their positions.
1,033% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 3
920% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 5
213% more capital invested
Capital invested by funds: $33.1M → $104M (+$70.6M)
94% more funds holding
Funds holding: 48 → 93 (+45)
27.72% more ownership
Funds ownership: 11.31% → 39.03% (+28%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$11.8M |
| 2 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$6.99M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$6.71M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$5.73M |
| 5 |
Morgan Stanley
New York
|
+$3.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$908K |
| 2 |
AFS
Access Financial Services
Minneapolis,
Minnesota
|
-$70.2K |
| 3 |
WTC
WhitTier Trust Company
Reno,
Nevada
|
-$61K |
| 4 |
JCM
Jacobi Capital Management
Pittston,
Pennsylvania
|
-$60K |
| 5 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$51K |
NXP Hedge Fund Activity: Q4 2021 in Review
93 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q4 2021, worth a combined $104M — up 213% from $33.1M a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new NXP positions and 5 closed out — a net gain of 46 holders — while 34 added to existing stakes and 3 trimmed.
The largest buyer was UBS Group, adding an estimated $11.8M. The largest seller was Kestra Advisory Services, exiting entirely with an estimated $908K sold.
- 93 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q4 2021, up from 48 in Q3 2021.
- Funds reported $104M of Nuveen Select Tax-Free Income Portfolio stock for Q4 2021, up 213% quarter-over-quarter.
- 51 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q4 2021 and 5 closed out, a net change of +46 holders.
- The largest Nuveen Select Tax-Free Income Portfolio buyer in Q4 2021 was UBS Group, an estimated $11.8M added.
- The largest Nuveen Select Tax-Free Income Portfolio seller in Q4 2021 was Kestra Advisory Services, an estimated $908K sold.
Based on aggregated 13F filings for Q4 2021.