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Nuveen Select Tax-Free Income Portfolio

92 hedge funds and large institutions have $113M invested in Nuveen Select Tax-Free Income Portfolio in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

3% more funds holding

Funds holding: 8992 (+3)

0.65% less ownership

Funds ownership: 17.32%16.67% (-0.65%)

6% less capital invested

Capital invested by funds: $121M → $113M (-$7.59M)

Holders
92
Holders Change
+3
Holders Change %
+3.37%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
26
Reduced
21
Closed
9
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
$29K
NS
77
NBC Securities
Alabama
$28K
OP
78
ORG Partners
Indiana
$23.3K +$23.6K +1,617 New
BFEC
79
Benjamin F. Edwards & Company
Missouri
$20K
CFO
80
CVA Family Office
Colorado
$18.6K
PA
81
Parallel Advisors
California
$14.4K
BEI
82
Benjamin Edwards Inc
Missouri
$12K
FMP
83
Financial Management Professionals
Texas
$10K
HGERS
84
Householder Group Estate & Retirement Specialist
Arizona
$7.94K
SA
85
SRH Advisors
Kansas
$7.36K
RF
86
Robinswood Financial
Washington
$5.61K +$58 +4 +1%
TIM
87
Thompson Investment Management
Wisconsin
$5.42K
GWM
88
Geneos Wealth Management
Colorado
$4.12K
TC
89
Trust Company
Kansas
$3.68K +$3.72K +255 New
NA
90
NewEdge Advisors
Louisiana
$3.49K +$3.53K +242 New
TRCT
91
Tower Research Capital (TRC)
New York
$2.33K +$2.35K +161 New
CFB
92
Cullen/Frost Bankers
Texas
$43
FIA
93
FNY Investment Advisers
New York
$2 +$2.92K +200 New
SCA
94
Southern Capital Advisors
Tennessee
-$237K -16,014 Closed
First Trust Advisors
95
First Trust Advisors
Illinois
-$214K -14,486 Closed
CWM
96
Collaborative Wealth Management
Florida
-$171K -11,561 Closed
SFWA
97
Summit Financial Wealth Advisors
Louisiana
-$170K -11,492 Closed
Creative Planning
98
Creative Planning
Kansas
-$155K -10,520 Closed
MSWM
99
McGlone Suttner Wealth Management
Wisconsin
-$77.9K -5,273 Closed
ASN
100
Advisory Services Network
Georgia
-$44.3K -3,000 Closed

NXP Hedge Fund Activity: Q1 2024 in Review

92 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q1 2024, worth a combined $113M — down 6.3% from $121M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NXP positions and 9 closed out — a net gain of 3 holders — while 26 added to existing stakes and 21 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.06M. The largest seller was Morgan Stanley, cutting an estimated $6.27M.

  • 92 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q1 2024, up from 89 in Q4 2023.
  • Funds reported $113M of Nuveen Select Tax-Free Income Portfolio stock for Q1 2024, down 6.3% quarter-over-quarter.
  • 12 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q1 2024 and 9 closed out, a net change of +3 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q1 2024 was Guggenheim Capital, an estimated $1.06M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q1 2024 was Morgan Stanley, an estimated $6.27M sold.

Based on aggregated 13F filings for Q1 2024.