We are live on ! Find out more
NXP icon

Nuveen Select Tax-Free Income Portfolio

90 hedge funds and large institutions have $123M invested in Nuveen Select Tax-Free Income Portfolio in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

9% more capital invested

Capital invested by funds: $112M → $123M (+$10.3M)

0.97% more ownership

Funds ownership: 16.51%17.48% (+0.97%)

3% less funds holding

Funds holding: 9390 (-3)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
90
Holders Change
-3
Holders Change %
-3.23%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
26
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$25.3K -$2.76K -186 -10%
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$23K
CFO
78
CVA Family Office
Colorado
$19.4K
PA
79
Parallel Advisors
California
$15.1K
OP
80
ORG Partners
Indiana
$12.5K -$11.7K -788 -49%
OWP
81
ORG Wealth Partners
Texas
$11.9K +$11.7K +788 New
FMP
82
Financial Management Professionals
Texas
$10K
PWA
83
Provenance Wealth Advisors
Florida
$9.1K +$8.92K +602 New
SA
84
SRH Advisors
Kansas
$7.71K
RF
85
Robinswood Financial
Washington
$6K +$59 +4 +1%
TIM
86
Thompson Investment Management
Wisconsin
$5.67K
IAIM
87
International Assets Investment Management
Florida
$5.38K +$1.12M +75,920 +1,422%
GWM
88
Geneos Wealth Management
Colorado
$4.31K
TC
89
Trust Company
Kansas
$3.85K
FIA
90
FNY Investment Advisers
New York
$3K +$2.96K +200 New
SC
91
Swan Capital
Florida
$1.52K +$1.48K +100 New
LCM
92
Landscape Capital Management
New Jersey
-$367K -25,314 Closed
Bank of New York Mellon
93
Bank of New York Mellon
New York
-$249K -17,209 Closed
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
-$149K -10,307 Closed
LIA
95
Lynx Investment Advisory
District of Columbia
-$84.7K -5,845 Closed
WAM
96
Wolverine Asset Management
Illinois
-$76.9K -5,305 Closed
CIBC Private Wealth Group
97
CIBC Private Wealth Group
Georgia
-$41.5K -2,856 Closed
CFB
98
Cullen/Frost Bankers
Texas
-$20.3K -1,400 Closed
BEI
99
Benjamin Edwards Inc
Missouri
-$12K -850 Closed
NA
100
NewEdge Advisors
Louisiana
-$3.54K -244 Closed

NXP Hedge Fund Activity: Q3 2024 in Review

90 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q3 2024, worth a combined $123M — up 9.2% from $112M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of NXP and 8 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 26 added.

The largest buyer was Guggenheim Capital, adding an estimated $3.31M. The largest seller was Raymond James & Associates, cutting an estimated $1.06M.

  • 90 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q3 2024, down from 93 in Q2 2024.
  • Funds reported $123M of Nuveen Select Tax-Free Income Portfolio stock for Q3 2024, up 9.2% quarter-over-quarter.
  • 8 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q3 2024 and 9 closed out, a net change of -1 holder.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q3 2024 was Guggenheim Capital, an estimated $3.31M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q3 2024 was Raymond James & Associates, an estimated $1.06M sold.

Based on aggregated 13F filings for Q3 2024.