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Nuveen Select Tax-Free Income Portfolio

86 hedge funds and large institutions have $111M invested in Nuveen Select Tax-Free Income Portfolio in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

2% more funds holding

Funds holding: 8486 (+2)

5% less capital invested

Capital invested by funds: $117M → $111M (-$5.77M)

1.13% less ownership

Funds ownership: 17.99%16.87% (-1.1%)

Holders
86
Holders Change
+2
Holders Change %
+2.38%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
24
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
76
Ameritas Advisory Services
Nebraska
$12K +$12.1K +838 New
FMP
77
Financial Management Professionals
Texas
$10K
HGERS
78
Householder Group Estate & Retirement Specialist
Arizona
$8K +$7.91K +550 New
SA
79
SRH Advisors
Kansas
$7K
PMFA
80
Plante Moran Financial Advisors
Michigan
$6.96K +$6.99K +486 New
TIM
81
Thompson Investment Management
Wisconsin
$5.37K +$5.39K +375 New
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$4.21K +$29 +2 +0.7%
GWM
83
Geneos Wealth Management
Colorado
$4.08K
VF
84
VitalStone Financial
Texas
$3K
JP Morgan Chase
85
JP Morgan Chase
New York
$3K +$2.65K +184 New
FIA
86
FNY Investment Advisers
New York
$2K +$2.88K +200 New
Commonwealth Equity Services
87
Commonwealth Equity Services
Massachusetts
$1.79K -$122K -8,491 -6%
Allspring Global Investments
88
Allspring Global Investments
North Carolina
-$3.32M -238,460 Closed
TIM
89
Tortoise Investment Management
New York
-$2.48M -178,302 Closed
RCM
90
Rivernorth Capital Management
Florida
-$475K -34,130 Closed
PCIA
91
Prime Capital Investment Advisors
Kansas
-$177K -12,718 Closed
SWP
92
Stratos Wealth Partners
Ohio
-$172K -12,331 Closed
OBWG
93
Onyx Bridge Wealth Group
New York
-$160K -11,238 Closed
RBC
94
Romano Brothers & Co
Illinois
-$101K -7,285 Closed
IA
95
IFP Advisors
Florida
-$42K -2,959 Closed
MS
96
Madden Securities
Texas
-$16.7K -1,200 Closed
NA
97
NewEdge Advisors
Louisiana
-$5.05K -363 Closed

NXP Hedge Fund Activity: Q1 2023 in Review

86 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q1 2023, worth a combined $111M — down 4.9% from $117M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NXP positions and 10 closed out — a net gain of 2 holders — while 24 added to existing stakes and 21 trimmed.

The largest buyer was Bank of America, adding an estimated $3.06M. The largest seller was 1607 Capital Partners, cutting an estimated $3.97M.

  • 86 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q1 2023, up from 84 in Q4 2022.
  • Funds reported $111M of Nuveen Select Tax-Free Income Portfolio stock for Q1 2023, down 4.9% quarter-over-quarter.
  • 12 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q1 2023 and 10 closed out, a net change of +2 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q1 2023 was Bank of America, an estimated $3.06M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q1 2023 was 1607 Capital Partners, an estimated $3.97M sold.

Based on aggregated 13F filings for Q1 2023.