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Nuveen Select Tax-Free Income Portfolio

46 hedge funds and large institutions have $25.3M invested in Nuveen Select Tax-Free Income Portfolio in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

5% more capital invested

Capital invested by funds: $24.1M → $25.3M (+$1.19M)

0.25% more ownership

Funds ownership: 10.38%10.62% (+0.25%)

6% less funds holding

Funds holding: 4946 (-3)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
46
Holders Change
-3
Holders Change %
-6.12%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.14M -$76K -5,309 -2%
SI
2
Scharf Investments
California
$2.8M +$1.6M +112,074 +135%
TIM
3
Tortoise Investment Management
New York
$2.04M +$42.9K +3,000 +2%
AFS
4
Access Financial Services
Minnesota
$1.95M +$334K +23,330 +21%
UCFA
5
United Capital Financial Advisors
Texas
$1.35M -$127K -8,897 -9%
LPL Financial
6
LPL Financial
California
$1.34M -$375K -26,223 -22%
Bank of America
7
Bank of America
North Carolina
$956K +$122K +8,538 +15%
UBS Group
8
UBS Group
Switzerland
$902K +$6.64K +464 +0.7%
Wells Fargo
9
Wells Fargo
California
$898K +$53.6K +3,743 +6%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$855K +$37.8K +2,642 +5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$841K -$11.9K -833 -1%
VanEck Associates
12
VanEck Associates
New York
$643K +$87.9K +6,142 +16%
Koshinski Asset Management
13
Koshinski Asset Management
Illinois
$627K
FIMG
14
Financial & Investment Management Group
Michigan
$561K
FNBTCON
15
First National Bank & Trust Co of Newtown
Pennsylvania
$500K
PPA
16
Parametric Portfolio Associates
Washington
$433K +$431K +30,128 New
AA
17
Ancora Advisors
Ohio
$349K
RJFSA
18
Raymond James Financial Services Advisors
Florida
$338K +$200 +14 +0.1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$328K +$14.9K +1,038 +5%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$301K +$13K +906 +5%
LCM
21
Landscape Capital Management
New Jersey
$297K -$1.22M -85,270 -81%
TJHA
22
Thomas J. Herzfeld Advisors
Florida
$255K
Luther King Capital Management (LKCM)
23
Luther King Capital Management (LKCM)
Texas
$242K
CIA
24
Capital Investment Advisors
Georgia
$215K
Ameriprise
25
Ameriprise
Minnesota
$205K +$204K +14,273 New

NXP Hedge Fund Activity: Q2 2017 in Review

46 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q2 2017, worth a combined $25.3M — up 4.9% from $24.1M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of NXP and 5 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 14 added.

The largest buyer was Scharf Investments, adding an estimated $1.6M. The largest seller was Landscape Capital Management, cutting an estimated $1.22M.

  • 46 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q2 2017, down from 49 in Q1 2017.
  • Funds reported $25.3M of Nuveen Select Tax-Free Income Portfolio stock for Q2 2017, up 4.9% quarter-over-quarter.
  • 5 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q2 2017 and 7 closed out, a net change of -2 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q2 2017 was Scharf Investments, an estimated $1.6M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q2 2017 was Landscape Capital Management, an estimated $1.22M sold.

Based on aggregated 13F filings for Q2 2017.