We are live on ! Find out more
NXP icon

Nuveen Select Tax-Free Income Portfolio

48 hedge funds and large institutions have $26.4M invested in Nuveen Select Tax-Free Income Portfolio in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 7

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

7% more capital invested

Capital invested by funds: $24.7M → $26.4M (+$1.71M)

2% more funds holding

Funds holding: 4748 (+1)

1.18% more ownership

Funds ownership: 10.19%11.36% (+1.2%)

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
17
Reduced
7
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
$3.79M +$581 +41 +0%
UCFA
2
United Capital Financial Advisors
Texas
$2.7M +$962K +67,866 +54%
AFS
3
Access Financial Services
Minnesota
$2.34M +$58.4K +4,120 +3%
TIM
4
Tortoise Investment Management
New York
$2.05M +$292K +20,620 +16%
SI
5
Scharf Investments
California
$1.95M -$189K -13,360 -9%
LPL Financial
6
LPL Financial
California
$1.86M +$225K +15,875 +14%
Bank of America
7
Bank of America
North Carolina
$921K +$10.4K +737 +1%
Wells Fargo
8
Wells Fargo
California
$916K -$116K -8,211 -11%
UBS Group
9
UBS Group
Switzerland
$874K -$31.1K -2,197 -3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$805K +$2.01K +142 +0.2%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$626K +$633K +44,667 New
VanEck Associates
12
VanEck Associates
New York
$615K -$15.7K -1,107 -2%
FNBTCON
13
First National Bank & Trust Co of Newtown
Pennsylvania
$488K
Koshinski Asset Management
14
Koshinski Asset Management
Illinois
$474K -$119K -8,423 -20%
VCM
15
Vivaldi Capital Management
Illinois
$462K +$183K +12,906 +64%
1CP
16
1607 Capital Partners
Virginia
$379K +$383K +27,013 New
KIM
17
Karpus Investment Management
New York
$355K +$359K +25,306 New
PPA
18
Parametric Portfolio Associates
Washington
$346K -$31.2K -2,202 -8%
AA
19
Ancora Advisors
Ohio
$340K
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$339K -$14 -1 -0%
LCM
21
Landscape Capital Management
New Jersey
$318K +$171K +12,100 +115%
AAM
22
Advisors Asset Management
Colorado
$316K +$158K +11,148 +97%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$313K +$316K +22,294 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$288K +$81.4K +5,741 +39%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$245K +$9.95K +702 +4%

NXP Hedge Fund Activity: Q1 2018 in Review

48 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q1 2018, worth a combined $26.4M — up 6.9% from $24.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NXP positions and 3 closed out — a net gain of 2 holders — while 17 added to existing stakes and 7 trimmed.

The largest buyer was United Capital Financial Advisors, adding an estimated $962K. The largest seller was Private Advisor Group, exiting entirely with an estimated $388K sold.

  • 48 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q1 2018, up from 47 in Q4 2017.
  • Funds reported $26.4M of Nuveen Select Tax-Free Income Portfolio stock for Q1 2018, up 6.9% quarter-over-quarter.
  • 5 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q1 2018 and 3 closed out, a net change of +2 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q1 2018 was United Capital Financial Advisors, an estimated $962K added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q1 2018 was Private Advisor Group, an estimated $388K sold.

Based on aggregated 13F filings for Q1 2018.