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Nuveen Select Tax-Free Income Portfolio

40 hedge funds and large institutions have $21.3M invested in Nuveen Select Tax-Free Income Portfolio in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

8% more funds holding

Funds holding: 3740 (+3)

6% more capital invested

Capital invested by funds: $20.2M → $21.3M (+$1.11M)

0.25% less ownership

Funds ownership: 8.2%7.95% (-0.25%)

Holders
40
Holders Change
+3
Holders Change %
+8.11%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.77M -$1.05M -72,123 -18%
ACM
2
Anandar Capital Management
New York
$2.51M +$363K +25,000 New
LPL Financial
3
LPL Financial
California
$1.91M +$461K +31,779 +32%
Wells Fargo
4
Wells Fargo
California
$1.23M +$265K +18,290 +27%
UBS Group
5
UBS Group
Switzerland
$1.1M -$110K -7,589 -9%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$742K +$11K +758 +2%
Bank of America
7
Bank of America
North Carolina
$694K +$6.62K +456 +1%
Koshinski Asset Management
8
Koshinski Asset Management
Illinois
$643K
PPA
9
Parametric Portfolio Associates
Washington
$622K -$50.2K -3,459 -7%
UCFA
10
United Capital Financial Advisors
Texas
$605K +$179K +12,356 +42%
Goldman Sachs
11
Goldman Sachs
New York
$592K -$1.48K -102 -0.2%
TIM
12
Tortoise Investment Management
New York
$578K -$75.1K -5,175 -11%
FNBTCON
13
First National Bank & Trust Co of Newtown
Pennsylvania
$545K
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$493K +$321K +22,089 +186%
Luther King Capital Management (LKCM)
15
Luther King Capital Management (LKCM)
Texas
$371K
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$363K +$137K +9,476 +61%
FIMG
17
Financial & Investment Management Group
Michigan
$348K +$348K +23,964 New
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$339K
OA
19
Oxbow Advisors
Texas
$290K -$301K -20,733 -51%
ASA
20
Armstrong Shaw Associates
Connecticut
$290K
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$281K
Invesco
22
Invesco
Georgia
$255K +$508 +35 +0.2%
CIA
23
Capital Investment Advisors
Georgia
$232K
YP
24
Yellowstone Partners
Idaho
$230K +$102 +7 +0%
VanEck Associates
25
VanEck Associates
New York
$220K -$20.3K -1,401 -8%

NXP Hedge Fund Activity: Q1 2015 in Review

40 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q1 2015, worth a combined $21.3M — up 5.5% from $20.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NXP positions and 2 closed out — a net gain of 3 holders — while 13 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $461K. The largest seller was Morgan Stanley, cutting an estimated $1.05M.

  • 40 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q1 2015, up from 37 in Q4 2014.
  • Funds reported $21.3M of Nuveen Select Tax-Free Income Portfolio stock for Q1 2015, up 5.5% quarter-over-quarter.
  • 5 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q1 2015 and 2 closed out, a net change of +3 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q1 2015 was LPL Financial, an estimated $461K added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q1 2015 was Morgan Stanley, an estimated $1.05M sold.

Based on aggregated 13F filings for Q1 2015.