Nuveen Select Tax-Free Income Portfolio
NXP
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.
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: 37 → 40 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$461K |
| 2 |
ACM
Anandar Capital Management
New York
|
+$363K |
| 3 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$348K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$321K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$265K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.05M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$608K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$329K |
| 4 |
OA
Oxbow Advisors
Austin,
Texas
|
-$301K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$186K |
NXP Hedge Fund Activity: Q1 2015 in Review
40 of the 3,770 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.