Nuveen Select Tax-Free Income Portfolio
NXP
37 hedge funds and large institutions have $20.2M invested in Nuveen Select Tax-Free Income Portfolio in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 5 closing their positions.
88% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 8
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
4% more capital invested
Capital invested by funds: $19.3M → $20.2M (+$825K)
0% more funds holding
Funds holding: 37 → 37 (0)
0.26% less ownership
Funds ownership: 8.46% → 8.2% (-0.26%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$413K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$211K |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$166K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$141K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$105K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$818K |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$758K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$456K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$93.7K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$58.1K |
NXP Hedge Fund Activity: Q4 2014 in Review
37 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q4 2014, worth a combined $20.2M — up 4.3% from $19.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new NXP positions and 5 closed out — a net gain of 1 holder — while 15 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $413K. The largest seller was Financial & Investment Management Group, exiting entirely with an estimated $818K sold.
- 37 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q4 2014, unchanged from Q3 2014.
- Funds reported $20.2M of Nuveen Select Tax-Free Income Portfolio stock for Q4 2014, up 4.3% quarter-over-quarter.
- 6 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q4 2014 and 5 closed out, a net change of +1 holder.
- The largest Nuveen Select Tax-Free Income Portfolio buyer in Q4 2014 was Morgan Stanley, an estimated $413K added.
- The largest Nuveen Select Tax-Free Income Portfolio seller in Q4 2014 was Financial & Investment Management Group, an estimated $818K sold.
Based on aggregated 13F filings for Q4 2014.