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Nuveen Select Tax-Free Income Portfolio
NXP

35 hedge funds and large institutions have $18.5M invested in Nuveen Select Tax-Free Income Portfolio in 2015 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 4

2% more capital invested

Capital invested by funds: $18.1M → $18.5M (+$377K)

0.18% more ownership

Funds ownership: 8.02% → 8.2% (+0.18%)

17% less funds holding

Funds holding: 42 → 35 (-7)

78% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 9

Holders
35
Holders Change
-7
Holders Change %
-16.67%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
16
Reduced
4
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OC
Oppenheimer & Co
New York
+$255K
2
Morgan Stanley
Morgan Stanley
New York
+$245K
3
TIM
Tortoise Investment Management
New York
+$196K
4
Wells Fargo
Wells Fargo
California
+$160K
5
MFS
MSI Financial Services
Massachusetts
+$154K

Top Sellers

Rank Fund Capital Flow
1
FIMG
Financial & Investment Management Group
Michigan
-$325K
2
PPA
Parametric Portfolio Associates
Washington
-$244K
3
GLA
Great Lakes Advisors
Illinois
-$170K
4
VKH
Virtu KCG Holdings
New York
-$168K
5
DA
Doliver Advisors
Texas
-$158K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.84M +$245K +18,181 +5%
LPL Financial
2
LPL Financial
California
$1.71M -$85.4K -6,331 -5%
Wells Fargo
3
Wells Fargo
California
$1.24M +$160K +11,831 +15%
UBS Group
4
UBS Group
Switzerland
$984K +$29.6K +2,195 +3%
TIM
5
Tortoise Investment Management
New York
$893K +$196K +14,555 +28%
Bank of America
6
Bank of America
North Carolina
$813K -$127K -9,384 -14%
UCFA
7
United Capital Financial Advisors
Texas
$721K +$69.8K +5,174 +11%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$713K +$6.97K +517 +1%
Koshinski Asset Management
9
Koshinski Asset Management
Illinois
$677K -$20.2K -1,500 -3%
LCM
10
Landscape Capital Management
New Jersey
$580K +$78.4K +5,814 +16%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$562K +$101K +7,517 +22%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$531K +$23.2K +1,720 +5%
FNBTCON
13
First National Bank & Trust Co of Newtown
Pennsylvania
$510K – – –
Luther King Capital Management (LKCM)
14
Luther King Capital Management (LKCM)
Texas
$347K – – –
VanEck Associates
15
VanEck Associates
New York
$316K +$75K +5,565 +31%
WAM
16
Wolverine Asset Management
Illinois
$285K +$131K +9,697 +85%
ASA
17
Armstrong Shaw Associates
Connecticut
$271K – – –
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$263K – – –
OC
19
Oppenheimer & Co
New York
$257K +$255K +18,922 New
AFWA
20
Ancora Family Wealth Advisors
Ohio
$247K +$245K +18,185 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$242K -$38.5K -2,853 -14%
Invesco
22
Invesco
Georgia
$235K +$337 +25 +0.1%
CIA
23
Capital Investment Advisors
Georgia
$216K – – –
YP
24
Yellowstone Partners
Idaho
$216K +$135 +10 +0.1%
RCYC
25
Richard C. Young & Co
Rhode Island
$193K +$1.65K +122 +0.9%
1
2

NXP Hedge Fund Activity: Q3 2015 in Review

35 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q3 2015, worth a combined $18.5M — up 2.1% from $18.1M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of NXP and 2 opened new positions — a net loss of 7 holders — while 4 trimmed existing stakes and 16 added.

The largest buyer was Oppenheimer & Co, opening a new position worth an estimated $255K. The largest seller was Financial & Investment Management Group, exiting entirely with an estimated $325K sold.

  • 35 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q3 2015, down from 42 in Q2 2015.
  • Funds reported $18.5M of Nuveen Select Tax-Free Income Portfolio stock for Q3 2015, up 2.1% quarter-over-quarter.
  • 2 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q3 2015 and 9 closed out, a net change of -7 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q3 2015 was Oppenheimer & Co, an estimated $255K added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q3 2015 was Financial & Investment Management Group, an estimated $325K sold.

Based on aggregated 13F filings for Q3 2015.