We are live on ! Find out more
NXP icon

Nuveen Select Tax-Free Income Portfolio
NXP

49 hedge funds and large institutions have $24.1M invested in Nuveen Select Tax-Free Income Portfolio in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

15% more capital invested

Capital invested by funds: $20.9M → $24.1M (+$3.2M)

11% more funds holding

Funds holding: 44 → 49 (+5)

1.29% more ownership

Funds ownership: 9.09% → 10.38% (+1.3%)

Holders
49
Holders Change
+5
Holders Change %
+11.36%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
12
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SI
Scharf Investments
California
+$1.16M
2
AFS
Access Financial Services
Minnesota
+$728K
3
FIMG
Financial & Investment Management Group
Michigan
+$547K
4
LCM
Landscape Capital Management
New Jersey
+$372K
5
LCM
Laurion Capital Management
New York
+$322K

Top Sellers

1
CRC
Curi RMB Capital
Illinois
-$232K
2
WAM
Weiss Asset Management
Massachusetts
-$158K
3
Bank of America
Bank of America
North Carolina
-$104K
4
LPL Financial
LPL Financial
California
-$100K
5
UBS Group
UBS Group
Switzerland
-$94.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.12M -$83.4K -5,943 -2%
TIM
2
Tortoise Investment Management
New York
$1.95M +$67.3K +4,801 +4%
LPL Financial
3
LPL Financial
California
$1.69M -$100K -7,164 -6%
AFS
4
Access Financial Services
Minnesota
$1.58M +$728K +51,900 +86%
LCM
5
Landscape Capital Management
New Jersey
$1.48M +$372K +26,528 +33%
UCFA
6
United Capital Financial Advisors
Texas
$1.44M -$57.4K -4,090 -4%
SI
7
Scharf Investments
California
$1.16M +$1.16M +82,869 New
UBS Group
8
UBS Group
Switzerland
$874K -$94.7K -6,752 -10%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$833K +$24.7K +1,763 +3%
Wells Fargo
10
Wells Fargo
California
$824K +$115K +8,167 +16%
Bank of America
11
Bank of America
North Carolina
$813K -$104K -7,408 -11%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$797K -$11.6K -830 -1%
Koshinski Asset Management
13
Koshinski Asset Management
Illinois
$612K – – –
FIMG
14
Financial & Investment Management Group
Michigan
$547K +$547K +39,000 New
VanEck Associates
15
VanEck Associates
New York
$542K +$69.4K +4,946 +15%
FNBTCON
16
First National Bank & Trust Co of Newtown
Pennsylvania
$488K – – –
AA
17
Ancora Advisors
Ohio
$340K – – –
RJFSA
18
Raymond James Financial Services Advisors
Florida
$330K +$112 +8 +0%
LCM
19
Laurion Capital Management
New York
$323K +$322K +22,988 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$306K +$25K +1,780 +9%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$281K -$24.8K -1,770 -8%
TJHA
22
Thomas J. Herzfeld Advisors
Florida
$249K +$72.9K +5,199 +41%
Luther King Capital Management (LKCM)
23
Luther King Capital Management (LKCM)
Texas
$236K -$45.4K -3,234 -16%
HighTower Advisors
24
HighTower Advisors
Illinois
$218K – – –
CIA
25
Capital Investment Advisors
Georgia
$210K – – –
1
2 3

NXP Hedge Fund Activity: Q1 2017 in Review

49 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q1 2017, worth a combined $24.1M — up 15% from $20.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NXP positions and 2 closed out — a net gain of 6 holders — while 12 added to existing stakes and 9 trimmed.

The largest buyer was Scharf Investments, opening a new position worth an estimated $1.16M. The largest seller was Curi RMB Capital, exiting entirely with an estimated $232K sold.

  • 49 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q1 2017, up from 44 in Q4 2016.
  • Funds reported $24.1M of Nuveen Select Tax-Free Income Portfolio stock for Q1 2017, up 15% quarter-over-quarter.
  • 8 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q1 2017 and 2 closed out, a net change of +6 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q1 2017 was Scharf Investments, an estimated $1.16M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q1 2017 was Curi RMB Capital, an estimated $232K sold.

Based on aggregated 13F filings for Q1 2017.