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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OC
Oppenheimer & Co
New York
|
+$255K |
| 2 |
Morgan Stanley
New York
|
+$245K |
| 3 |
TIM
Tortoise Investment Management
White Plains,
New York
|
+$196K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$160K |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$154K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$325K |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$244K |
| 3 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
-$170K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$168K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
-$158K |
NXP Hedge Fund Activity: Q3 2015 in Review
35 of the 3,590 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.