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Nuveen Select Tax-Free Income Portfolio

44 hedge funds and large institutions have $20.9M invested in Nuveen Select Tax-Free Income Portfolio in 2016 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

7% more funds holding

Funds holding: 4144 (+3)

1.21% more ownership

Funds ownership: 7.87%9.09% (+1.2%)

4% more capital invested

Capital invested by funds: $20M → $20.9M (+$882K)

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
10
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.16M +$1.38M +96,835 +48%
TIM
2
Tortoise Investment Management
New York
$1.86M +$809K +56,874 +74%
LPL Financial
3
LPL Financial
California
$1.77M +$148K +10,414 +9%
UCFA
4
United Capital Financial Advisors
Texas
$1.48M -$81.2K -5,708 -5%
LCM
5
Landscape Capital Management
New Jersey
$1.1M +$1.13M +79,379 New
UBS Group
6
UBS Group
Switzerland
$959K -$62.7K -4,406 -6%
Bank of America
7
Bank of America
North Carolina
$909K +$132K +9,308 +17%
AFS
8
Access Financial Services
Minnesota
$843K +$863K +60,650 New
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$801K +$820K +57,629 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$800K +$231K +16,200 +39%
Wells Fargo
11
Wells Fargo
California
$703K -$638K -44,807 -47%
Koshinski Asset Management
12
Koshinski Asset Management
Illinois
$606K +$28.5K +2,000 +5%
FNBTCON
13
First National Bank & Trust Co of Newtown
Pennsylvania
$483K -$39.1K -2,750 -7%
VanEck Associates
14
VanEck Associates
New York
$468K -$186K -13,064 -28%
AA
15
Ancora Advisors
Ohio
$337K +$345K +24,260 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$326K +$14.5K +1,018 +5%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$303K +$181K +12,702 +140%
Luther King Capital Management (LKCM)
18
Luther King Capital Management (LKCM)
Texas
$279K
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$278K -$35.6K -2,500 -11%
CRC
20
Curi RMB Capital
Illinois
$232K -$21K -1,474 -8%
HighTower Advisors
21
HighTower Advisors
Illinois
$216K
CIA
22
Capital Investment Advisors
Georgia
$208K
SI
23
SII Investments
Wisconsin
$200K
FEG
24
Financial Enhancement Group
Indiana
$175K +$179K +12,568 New
GLA
25
Great Lakes Advisors
Illinois
$174K

NXP Hedge Fund Activity: Q4 2016 in Review

44 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q4 2016, worth a combined $20.9M — up 4.4% from $20M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NXP positions and 6 closed out — a net gain of 5 holders — while 10 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.38M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $1.53M sold.

  • 44 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q4 2016, up from 41 in Q3 2016.
  • Funds reported $20.9M of Nuveen Select Tax-Free Income Portfolio stock for Q4 2016, up 4.4% quarter-over-quarter.
  • 11 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q4 2016 and 6 closed out, a net change of +5 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q4 2016 was Morgan Stanley, an estimated $1.38M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q4 2016 was Envestnet Asset Management, an estimated $1.53M sold.

Based on aggregated 13F filings for Q4 2016.