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Nuveen Select Tax-Free Income Portfolio

89 hedge funds and large institutions have $103M invested in Nuveen Select Tax-Free Income Portfolio in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 18

0.45% more ownership

Funds ownership: 16.04%16.49% (+0.45%)

0% more funds holding

Funds holding: 8989 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

5% less capital invested

Capital invested by funds: $108M → $103M (-$5M)

Holders
89
Holders Change
Holders Change %
0%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
26
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HB
76
Horizon Bancorp
Indiana
$30K
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$27K +$6.53K +459 +30%
NS
78
NBC Securities
Alabama
$26K +$28.4K +1,995 New
BFEC
79
Benjamin F. Edwards & Company
Missouri
$19K
PA
80
Parallel Advisors
California
$13.3K
BEI
81
Benjamin Edwards Inc
Missouri
$11K
FMP
82
Financial Management Professionals
Texas
$9K
HGERS
83
Householder Group Estate & Retirement Specialist
Arizona
$7.32K +$7.82K +550 New
SA
84
SRH Advisors
Kansas
$6.78K
PTC
85
Private Trust Company
Ohio
$6.34K
RF
86
Robinswood Financial
Washington
$5.07K +$5.42K +381 New
TIM
87
Thompson Investment Management
Wisconsin
$4.99K
GWM
88
Geneos Wealth Management
Colorado
$3.79K
VF
89
VitalStone Financial
Texas
$3K
FIA
90
FNY Investment Advisers
New York
$2K
1CP
91
1607 Capital Partners
Virginia
-$1.72M -119,075 Closed
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
-$224K -15,454 Closed
PAG
93
Private Advisor Group
New Jersey
-$208K -14,462 Closed
AWM
94
AE Wealth Management
Kansas
-$153K -10,644 Closed
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
-$145K -10,058 Closed
SS
96
Sunbelt Securities
Texas
-$56.9K -4,000 Closed
DI
97
Disciplined Investments
Oklahoma
-$53.6K -3,718 Closed
CFO
98
CVA Family Office
Colorado
-$18.5K -1,285 Closed
OP
99
ORG Partners
Indiana
-$12K -829 Closed
BTI
100
Blue Trust Inc
Georgia
-$7K -456 Closed

NXP Hedge Fund Activity: Q3 2023 in Review

89 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q3 2023, worth a combined $103M — down 4.6% from $108M a quarter earlier.

Fund positioning in NXP was balanced in Q3 2023: 10 funds opened new positions, 10 closed out, 26 added to existing stakes and 18 trimmed.

The largest buyer was UBS Group, adding an estimated $1.37M. The largest seller was 1607 Capital Partners, exiting entirely with an estimated $1.72M sold.

  • 89 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $103M of Nuveen Select Tax-Free Income Portfolio stock for Q3 2023, down 4.6% quarter-over-quarter.
  • 10 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q3 2023 and 10 closed out, a net change of 0 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q3 2023 was UBS Group, an estimated $1.37M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q3 2023 was 1607 Capital Partners, an estimated $1.72M sold.

Based on aggregated 13F filings for Q3 2023.