Nuveen Select Tax-Free Income Portfolio
NXP
89 hedge funds and large institutions have $121M invested in Nuveen Select Tax-Free Income Portfolio in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 11 closing their positions.
17% more capital invested
Capital invested by funds: $103M → $121M (+$17.1M)
9% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 11
0.83% more ownership
Funds ownership: 16.49% → 17.32% (+0.83%)
0% more funds holding
Funds holding: 89 → 89 (0)
0% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.42M |
| 2 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$2.6M |
| 3 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$1.3M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$787K |
| 5 |
VanEck Associates
New York
|
+$476K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$1.91M |
| 2 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
-$1.54M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$741K |
| 4 |
Cohen & Steers
New York
|
-$692K |
| 5 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$454K |
NXP Hedge Fund Activity: Q4 2023 in Review
89 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q4 2023, worth a combined $121M — up 17% from $103M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new NXP positions and 11 closed out — a net gain of 1 holder — while 23 added to existing stakes and 23 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.42M. The largest seller was United Capital Financial Advisors, cutting an estimated $1.91M.
- 89 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $121M of Nuveen Select Tax-Free Income Portfolio stock for Q4 2023, up 17% quarter-over-quarter.
- 12 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q4 2023 and 11 closed out, a net change of +1 holder.
- The largest Nuveen Select Tax-Free Income Portfolio buyer in Q4 2023 was Morgan Stanley, an estimated $5.42M added.
- The largest Nuveen Select Tax-Free Income Portfolio seller in Q4 2023 was United Capital Financial Advisors, an estimated $1.91M sold.
Based on aggregated 13F filings for Q4 2023.