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Nuveen Select Tax-Free Income Portfolio

42 hedge funds and large institutions have $18.1M invested in Nuveen Select Tax-Free Income Portfolio in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 7

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

5% more funds holding

Funds holding: 4042 (+2)

0.07% more ownership

Funds ownership: 7.95%8.02% (+0.07%)

15% less capital invested

Capital invested by funds: $21.3M → $18.1M (-$3.17M)

Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
16
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.6M +$143K +10,181 +3%
LPL Financial
2
LPL Financial
California
$1.8M +$29.5K +2,107 +2%
Wells Fargo
3
Wells Fargo
California
$1.08M -$76.3K -5,443 -6%
UBS Group
4
UBS Group
Switzerland
$955K -$73.7K -5,261 -7%
Bank of America
5
Bank of America
North Carolina
$941K +$301K +21,504 +45%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$706K +$12.7K +903 +2%
Koshinski Asset Management
7
Koshinski Asset Management
Illinois
$697K +$99.5K +7,100 +16%
TIM
8
Tortoise Investment Management
New York
$696K +$161K +11,470 +29%
UCFA
9
United Capital Financial Advisors
Texas
$651K +$84K +5,993 +14%
FNBTCON
10
First National Bank & Trust Co of Newtown
Pennsylvania
$510K
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$508K +$48K +3,424 +10%
LCM
12
Landscape Capital Management
New Jersey
$501K +$518K +36,941 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$460K +$124K +8,873 +35%
Luther King Capital Management (LKCM)
14
Luther King Capital Management (LKCM)
Texas
$347K
FIMG
15
Financial & Investment Management Group
Michigan
$325K
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$280K -$37.6K -2,685 -11%
ASA
17
Armstrong Shaw Associates
Connecticut
$271K
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$263K
PPA
19
Parametric Portfolio Associates
Washington
$244K -$349K -24,905 -58%
VanEck Associates
20
VanEck Associates
New York
$241K +$36.5K +2,602 +17%
Invesco
21
Invesco
Georgia
$235K -$3.67K -262 -1%
CIA
22
Capital Investment Advisors
Georgia
$217K
YP
23
Yellowstone Partners
Idaho
$216K +$1.53K +109 +0.7%
RCYC
24
Richard C. Young & Co
Rhode Island
$192K +$1.6K +114 +0.8%
GLA
25
Great Lakes Advisors
Illinois
$170K

NXP Hedge Fund Activity: Q2 2015 in Review

42 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q2 2015, worth a combined $18.1M — down 15% from $21.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NXP positions and 6 closed out — a net gain of 2 holders — while 16 added to existing stakes and 7 trimmed.

The largest buyer was Landscape Capital Management, opening a new position worth an estimated $518K. The largest seller was Anandar Capital Management, exiting entirely with an estimated $2.51M sold.

  • 42 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q2 2015, up from 40 in Q1 2015.
  • Funds reported $18.1M of Nuveen Select Tax-Free Income Portfolio stock for Q2 2015, down 15% quarter-over-quarter.
  • 8 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q2 2015 and 6 closed out, a net change of +2 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q2 2015 was Landscape Capital Management, an estimated $518K added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q2 2015 was Anandar Capital Management, an estimated $2.51M sold.

Based on aggregated 13F filings for Q2 2015.