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Nuveen Select Tax-Free Income Portfolio

41 hedge funds and large institutions have $20M invested in Nuveen Select Tax-Free Income Portfolio in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

5% more funds holding

Funds holding: 3941 (+2)

0.43% less ownership

Funds ownership: 8.3%7.87% (-0.43%)

6% less capital invested

Capital invested by funds: $21.3M → $20M (-$1.25M)

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.1M -$288K -18,431 -8%
LPL Financial
2
LPL Financial
California
$1.76M -$50.7K -3,248 -3%
UCFA
3
United Capital Financial Advisors
Texas
$1.72M +$228K +14,639 +15%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.53M +$241K +15,452 +18%
Wells Fargo
5
Wells Fargo
California
$1.46M +$112K +7,174 +8%
TIM
6
Tortoise Investment Management
New York
$1.18M -$29.5K -1,891 -2%
UBS Group
7
UBS Group
Switzerland
$1.13M -$295K -18,920 -20%
Bank of America
8
Bank of America
North Carolina
$859K -$56.5K -3,619 -6%
VanEck Associates
9
VanEck Associates
New York
$716K +$74.7K +4,790 +11%
Koshinski Asset Management
10
Koshinski Asset Management
Illinois
$637K -$39K -2,500 -6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$634K -$63.9K -4,098 -9%
FNBTCON
12
First National Bank & Trust Co of Newtown
Pennsylvania
$575K
LCM
13
Laurion Capital Management
New York
$378K +$385K +24,650 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$345K
RJFSA
15
Raymond James Financial Services Advisors
Florida
$344K +$26.2K +1,680 +8%
Luther King Capital Management (LKCM)
16
Luther King Capital Management (LKCM)
Texas
$308K
ASA
17
Armstrong Shaw Associates
Connecticut
$306K
VKH
18
Virtu KCG Holdings
New York
$285K +$291K +18,630 New
AFWA
19
Ancora Family Wealth Advisors
Ohio
$279K
CRC
20
Curi RMB Capital
Illinois
$278K +$99.1K +6,354 +54%
YP
21
Yellowstone Partners
Idaho
$244K -$359 -23 -0.1%
HighTower Advisors
22
HighTower Advisors
Illinois
$237K -$3.03K -194 -1%
CIA
23
Capital Investment Advisors
Georgia
$229K
SI
24
SII Investments
Wisconsin
$221K +$6.13K +393 +3%
GLA
25
Great Lakes Advisors
Illinois
$192K

NXP Hedge Fund Activity: Q3 2016 in Review

41 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q3 2016, worth a combined $20M — down 5.8% from $21.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NXP positions and 3 closed out — a net gain of 2 holders — while 12 added to existing stakes and 10 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $385K. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $1.04M sold.

  • 41 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q3 2016, up from 39 in Q2 2016.
  • Funds reported $20M of Nuveen Select Tax-Free Income Portfolio stock for Q3 2016, down 5.8% quarter-over-quarter.
  • 5 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q3 2016 and 3 closed out, a net change of +2 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q3 2016 was Laurion Capital Management, an estimated $385K added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q3 2016 was Cambridge Investment Research Advisors, an estimated $1.04M sold.

Based on aggregated 13F filings for Q3 2016.