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Nuveen Select Tax-Free Income Portfolio

40 hedge funds and large institutions have $19M invested in Nuveen Select Tax-Free Income Portfolio in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

3% more capital invested

Capital invested by funds: $18.4M → $19M (+$639K)

0% more funds holding

Funds holding: 4040 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0.08% less ownership

Funds ownership: 8.6%8.52% (-0.08%)

Holders
40
Holders Change
Holders Change %
0%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.16M -$464K -34,554 -8%
KIM
2
Karpus Investment Management
New York
$1.46M -$70.4K -5,250 -5%
U
3
UBS
Switzerland
$1.28M +$39K +2,906 +3%
Invesco
4
Invesco
Georgia
$1.26M -$82.5K -6,151 -6%
LPL Financial
5
LPL Financial
California
$950K +$64.3K +4,791 +7%
FIMG
6
Financial & Investment Management Group
Michigan
$789K
Wells Fargo
7
Wells Fargo
California
$712K +$255K +18,998 +56%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$705K +$14.9K +1,108 +2%
GLA
9
Great Lakes Advisors
Illinois
$666K +$663K +49,381 New
PPA
10
Parametric Portfolio Associates
Washington
$645K +$144K +10,731 +29%
Bank of America
11
Bank of America
North Carolina
$619K -$33K -2,462 -5%
Goldman Sachs
12
Goldman Sachs
New York
$551K -$2.68K -200 -0.5%
OA
13
Oxbow Advisors
Texas
$531K +$724 +54 +0.1%
FNBTCON
14
First National Bank & Trust Co of Newtown
Pennsylvania
$506K
Luther King Capital Management (LKCM)
15
Luther King Capital Management (LKCM)
Texas
$421K
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$408K +$26.8K +2,000 +7%
ASA
17
Armstrong Shaw Associates
Connecticut
$270K
CIA
18
Capital Investment Advisors
Georgia
$215K
YP
19
Yellowstone Partners
Idaho
$208K +$94 +7 +0%
LCM
20
Landscape Capital Management
New Jersey
$197K -$1.78K -133 -0.9%
UCFA
21
United Capital Financial Advisors
Texas
$190K
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$189K -$30.9K -2,300 -14%
RCYC
23
Richard C. Young & Co
Rhode Island
$183K +$1.13K +84 +0.6%
VanEck Associates
24
VanEck Associates
New York
$167K +$19.6K +1,458 +13%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$160K -$12.1K -900 -7%

NXP Hedge Fund Activity: Q1 2014 in Review

40 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q1 2014, worth a combined $19M — up 3.5% from $18.4M a quarter earlier.

Fund positioning in NXP was balanced in Q1 2014: 5 funds opened new positions, 5 closed out, 11 added to existing stakes and 9 trimmed.

The largest buyer was Great Lakes Advisors, opening a new position worth an estimated $663K. The largest seller was Morgan Stanley, cutting an estimated $464K.

  • 40 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q1 2014, unchanged from Q4 2013.
  • Funds reported $19M of Nuveen Select Tax-Free Income Portfolio stock for Q1 2014, up 3.5% quarter-over-quarter.
  • 5 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q1 2014 and 5 closed out, a net change of 0 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q1 2014 was Great Lakes Advisors, an estimated $663K added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q1 2014 was Morgan Stanley, an estimated $464K sold.

Based on aggregated 13F filings for Q1 2014.