Nuveen Select Tax-Free Income Portfolio
NXP
43 hedge funds and large institutions have $23M invested in Nuveen Select Tax-Free Income Portfolio in 2015 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 1 closing their positions.
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
129% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 7
24% more capital invested
Capital invested by funds: $18.5M → $23M (+$4.5M)
23% more funds holding
Funds holding: 35 → 43 (+8)
1.54% more ownership
Funds ownership: 8.2% → 9.74% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.84M |
| 2 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$277K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$255K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$199K |
| 5 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
+$174K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$285K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$182K |
| 3 |
OC
Oppenheimer & Co
New York
|
-$90K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$40.3K |
| 5 |
WTC
WhitTier Trust Company
Reno,
Nevada
|
-$27.7K |
NXP Hedge Fund Activity: Q4 2015 in Review
43 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q4 2015, worth a combined $23M — up 24% from $18.5M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new NXP positions and 1 closed out — a net gain of 8 holders — while 16 added to existing stakes and 7 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.84M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $285K sold.
- 43 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q4 2015, up from 35 in Q3 2015.
- Funds reported $23M of Nuveen Select Tax-Free Income Portfolio stock for Q4 2015, up 24% quarter-over-quarter.
- 9 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q4 2015 and 1 closed out, a net change of +8 holders.
- The largest Nuveen Select Tax-Free Income Portfolio buyer in Q4 2015 was LPL Financial, an estimated $1.84M added.
- The largest Nuveen Select Tax-Free Income Portfolio seller in Q4 2015 was Wolverine Asset Management, an estimated $285K sold.
Based on aggregated 13F filings for Q4 2015.