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Nuveen Select Tax-Free Income Portfolio

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.

New
Increased
Maintained
Reduced
Closed

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: 3543 (+8)

1.54% more ownership

Funds ownership: 8.2%9.74% (+1.5%)

Holders
43
Holders Change
+8
Holders Change %
+22.86%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
16
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.14M +$35.4K +2,560 +0.7%
LPL Financial
2
LPL Financial
California
$3.73M +$1.84M +133,117 +105%
Wells Fargo
3
Wells Fargo
California
$1.57M +$255K +18,442 +20%
UBS Group
4
UBS Group
Switzerland
$1.15M +$110K +7,961 +11%
TIM
5
Tortoise Investment Management
New York
$1.11M +$161K +11,617 +18%
Bank of America
6
Bank of America
North Carolina
$1.01M +$144K +10,425 +17%
UCFA
7
United Capital Financial Advisors
Texas
$901K +$137K +9,875 +19%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$757K +$5.52K +399 +0.8%
Koshinski Asset Management
9
Koshinski Asset Management
Illinois
$713K
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$712K +$116K +8,384 +20%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$594K +$33.6K +2,427 +6%
LCM
12
Landscape Capital Management
New Jersey
$569K -$40.3K -2,915 -7%
FNBTCON
13
First National Bank & Trust Co of Newtown
Pennsylvania
$537K
VanEck Associates
14
VanEck Associates
New York
$368K +$33.4K +2,415 +10%
Luther King Capital Management (LKCM)
15
Luther King Capital Management (LKCM)
Texas
$366K
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$343K +$64.1K +4,633 +24%
ASA
17
Armstrong Shaw Associates
Connecticut
$286K
Fifth Third Bancorp
18
Fifth Third Bancorp
Ohio
$286K +$277K +20,000 New
NFG
19
Nations Financial Group
Iowa
$266K +$258K +18,611 New
MFS
20
MSI Financial Services
Massachusetts
$264K +$87.8K +6,343 +52%
AFWA
21
Ancora Family Wealth Advisors
Ohio
$260K
Invesco
22
Invesco
Georgia
$244K -$3.56K -257 -1%
YP
23
Yellowstone Partners
Idaho
$228K +$180 +13 +0.1%
CIA
24
Capital Investment Advisors
Georgia
$222K -$6.07K -439 -3%
RCYC
25
Richard C. Young & Co
Rhode Island
$206K +$2.2K +159 +1%

NXP Hedge Fund Activity: Q4 2015 in Review

43 of the 3,812 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.