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Nuveen Select Tax-Free Income Portfolio

89 hedge funds and large institutions have $108M invested in Nuveen Select Tax-Free Income Portfolio in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

25% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 20

3% more funds holding

Funds holding: 8689 (+3)

0.83% less ownership

Funds ownership: 16.87%16.04% (-0.83%)

3% less capital invested

Capital invested by funds: $111M → $108M (-$2.97M)

Holders
89
Holders Change
+3
Holders Change %
+3.49%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
25
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$22K +$22.4K +1,554 New
BFEC
77
Benjamin F. Edwards & Company
Missouri
$20K
CFO
78
CVA Family Office
Colorado
$18.5K
PA
79
Parallel Advisors
California
$14.4K
BEI
80
Benjamin Edwards Inc
Missouri
$12K
OP
81
ORG Partners
Indiana
$12K +$12K +829 New
FMP
82
Financial Management Professionals
Texas
$10K
SA
83
SRH Advisors
Kansas
$7.3K
BTI
84
Blue Trust Inc
Georgia
$7K +$6.59K +456 New
PTC
85
Private Trust Company
Ohio
$6.87K +$6.89K +477 New
TIM
86
Thompson Investment Management
Wisconsin
$5.4K
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$4.28K +$43 +3 +1%
GWM
88
Geneos Wealth Management
Colorado
$4.11K
VF
89
VitalStone Financial
Texas
$3K
FIA
90
FNY Investment Advisers
New York
$2K
Baird Financial Group
91
Baird Financial Group
Wisconsin
-$211K -14,712 Closed
Creative Planning
92
Creative Planning
Kansas
-$194K -13,584 Closed
SP
93
Successful Portfolios
Florida
-$147K -10,253 Closed
AAS
94
Ameritas Advisory Services
Nebraska
-$12K -838 Closed
PMFA
95
Plante Moran Financial Advisors
Michigan
-$6.96K -486 Closed
JP Morgan Chase
96
JP Morgan Chase
New York
-$3K -184 Closed

NXP Hedge Fund Activity: Q2 2023 in Review

89 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q2 2023, worth a combined $108M — down 2.7% from $111M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NXP positions and 6 closed out — a net gain of 5 holders — while 25 added to existing stakes and 20 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $1.01M. The largest seller was 1607 Capital Partners, cutting an estimated $7.28M.

  • 89 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q2 2023, up from 86 in Q1 2023.
  • Funds reported $108M of Nuveen Select Tax-Free Income Portfolio stock for Q2 2023, down 2.7% quarter-over-quarter.
  • 11 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q2 2023 and 6 closed out, a net change of +5 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q2 2023 was Advisors Asset Management, an estimated $1.01M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q2 2023 was 1607 Capital Partners, an estimated $7.28M sold.

Based on aggregated 13F filings for Q2 2023.