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Nuveen Select Tax-Free Income Portfolio

47 hedge funds and large institutions have $25M invested in Nuveen Select Tax-Free Income Portfolio in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2% more funds holding

Funds holding: 4647 (+1)

0.51% less ownership

Funds ownership: 10.62%10.11% (-0.51%)

1% less capital invested

Capital invested by funds: $25.3M → $25M (-$306K)

Holders
47
Holders Change
+1
Holders Change %
+2.17%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
12
Reduced
9
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
$4.23M -$68K -4,630 -2%
SI
2
Scharf Investments
California
$2.74M -$168K -11,449 -6%
AFS
3
Access Financial Services
Minnesota
$2.11M +$78K +5,310 +4%
TIM
4
Tortoise Investment Management
New York
$2.06M -$56K -3,815 -3%
UCFA
5
United Capital Financial Advisors
Texas
$1.52M +$125K +8,514 +9%
LPL Financial
6
LPL Financial
California
$1.48M +$81K +5,516 +6%
Bank of America
7
Bank of America
North Carolina
$984K -$7.77K -529 -0.8%
UBS Group
8
UBS Group
Switzerland
$982K +$45.4K +3,088 +5%
Wells Fargo
9
Wells Fargo
California
$931K -$1.47K -100 -0.2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$880K +$7.35K +500 +0.9%
VanEck Associates
11
VanEck Associates
New York
$699K +$30.8K +2,096 +5%
FIMG
12
Financial & Investment Management Group
Michigan
$582K
FNBTCON
13
First National Bank & Trust Co of Newtown
Pennsylvania
$519K
PPA
14
Parametric Portfolio Associates
Washington
$492K +$41.8K +2,845 +9%
Koshinski Asset Management
15
Koshinski Asset Management
Illinois
$422K -$225K -15,300 -35%
AA
16
Ancora Advisors
Ohio
$362K
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$361K +$20.2K +1,373 +6%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$351K +$309 +21 +0.1%
Luther King Capital Management (LKCM)
19
Luther King Capital Management (LKCM)
Texas
$251K
YP
20
Yellowstone Partners
Idaho
$237K +$233K +15,891 New
TJHA
21
Thomas J. Herzfeld Advisors
Florida
$234K -$30.7K -2,090 -12%
VCM
22
Vivaldi Capital Management
Illinois
$232K +$228K +15,531 New
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$223K -$88.3K -6,011 -29%
CIA
24
Capital Investment Advisors
Georgia
$223K
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$220K +$18.2K +1,242 +9%

NXP Hedge Fund Activity: Q3 2017 in Review

47 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q3 2017, worth a combined $25M — down 1.2% from $25.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NXP positions and 7 closed out — a net gain of 1 holder — while 12 added to existing stakes and 9 trimmed.

The largest buyer was Vivaldi Capital Management, opening a new position worth an estimated $228K. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $830K.

  • 47 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q3 2017, up from 46 in Q2 2017.
  • Funds reported $25M of Nuveen Select Tax-Free Income Portfolio stock for Q3 2017, down 1.2% quarter-over-quarter.
  • 8 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q3 2017 and 7 closed out, a net change of +1 holder.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q3 2017 was Vivaldi Capital Management, an estimated $228K added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q3 2017 was Northwestern Mutual Wealth Management, an estimated $830K sold.

Based on aggregated 13F filings for Q3 2017.