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Nuveen Select Tax-Free Income Portfolio

35 hedge funds and large institutions have $19.8M invested in Nuveen Select Tax-Free Income Portfolio in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

4% more capital invested

Capital invested by funds: $19M → $19.8M (+$809K)

0.01% less ownership

Funds ownership: 8.52%8.51% (-0.01%)

13% less funds holding

Funds holding: 4035 (-5)

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
35
Holders Change
-5
Holders Change %
-12.5%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
13
Reduced
6
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.42M +$28.5K +2,079 +0.5%
KIM
2
Karpus Investment Management
New York
$1.53M -$302 -22 -0%
U
3
UBS
Switzerland
$1.36M +$27.6K +2,016 +2%
LPL Financial
4
LPL Financial
California
$1.36M +$356K +25,931 +37%
Invesco
5
Invesco
Georgia
$1.24M -$77.4K -5,645 -6%
Wells Fargo
6
Wells Fargo
California
$903K +$156K +11,349 +22%
FIMG
7
Financial & Investment Management Group
Michigan
$824K
PPA
8
Parametric Portfolio Associates
Washington
$716K +$41.4K +3,021 +6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$708K -$28.4K -2,074 -4%
Bank of America
10
Bank of America
North Carolina
$667K +$19.7K +1,440 +3%
Goldman Sachs
11
Goldman Sachs
New York
$575K
OA
12
Oxbow Advisors
Texas
$549K -$5.49K -400 -1%
FNBTCON
13
First National Bank & Trust Co of Newtown
Pennsylvania
$518K
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$494K +$67.3K +4,908 +16%
Luther King Capital Management (LKCM)
15
Luther King Capital Management (LKCM)
Texas
$440K
UCFA
16
United Capital Financial Advisors
Texas
$361K +$159K +11,566 +82%
ASA
17
Armstrong Shaw Associates
Connecticut
$282K
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$270K +$99.7K +7,267 +61%
CIA
19
Capital Investment Advisors
Georgia
$225K
YP
20
Yellowstone Partners
Idaho
$217K +$137 +10 +0.1%
VanEck Associates
21
VanEck Associates
New York
$210K +$34.3K +2,500 +20%
RCYC
22
Richard C. Young & Co
Rhode Island
$192K +$1.74K +127 +0.9%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$184K -$13.7K -1,000 -7%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$163K +$159K +11,566 New
TIM
25
Tortoise Investment Management
New York
$157K +$13.7K +1,000 +10%

NXP Hedge Fund Activity: Q2 2014 in Review

35 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q2 2014, worth a combined $19.8M — up 4.3% from $19M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of NXP and 2 opened new positions — a net loss of 5 holders — while 6 trimmed existing stakes and 13 added.

The largest buyer was LPL Financial, adding an estimated $356K. The largest seller was Great Lakes Advisors, exiting entirely with an estimated $666K sold.

  • 35 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q2 2014, down from 40 in Q1 2014.
  • Funds reported $19.8M of Nuveen Select Tax-Free Income Portfolio stock for Q2 2014, up 4.3% quarter-over-quarter.
  • 2 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q2 2014 and 7 closed out, a net change of -5 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q2 2014 was LPL Financial, an estimated $356K added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q2 2014 was Great Lakes Advisors, an estimated $666K sold.

Based on aggregated 13F filings for Q2 2014.