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Nuveen Select Tax-Free Income Portfolio

50 hedge funds and large institutions have $31M invested in Nuveen Select Tax-Free Income Portfolio in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 9

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

17% more capital invested

Capital invested by funds: $26.4M → $31M (+$4.6M)

4% more funds holding

Funds holding: 4850 (+2)

1.72% more ownership

Funds ownership: 11.36%13.08% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
18
Reduced
9
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
$4.8M +$915K +65,074 +24%
AFS
2
Access Financial Services
Minnesota
$2.48M +$85.8K +6,100 +4%
TIM
3
Tortoise Investment Management
New York
$2.32M +$229K +16,305 +11%
UCFA
4
United Capital Financial Advisors
Texas
$2.29M -$454K -32,314 -17%
SI
5
Scharf Investments
California
$2.03M +$38.7K +2,750 +2%
LPL Financial
6
LPL Financial
California
$1.93M +$26.2K +1,865 +1%
1CP
7
1607 Capital Partners
Virginia
$1.7M +$1.29M +91,897 +340%
KIM
8
Karpus Investment Management
New York
$1.15M +$768K +54,589 +216%
Bank of America
9
Bank of America
North Carolina
$996K +$55.7K +3,960 +6%
AAM
10
Advisors Asset Management
Colorado
$851K +$518K +36,804 +162%
Wells Fargo
11
Wells Fargo
California
$833K -$99.7K -7,089 -11%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$815K -$5.72K -407 -0.7%
UBS Group
13
UBS Group
Switzerland
$747K -$142K -10,067 -16%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$697K +$57.8K +4,107 +9%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$593K +$449K +31,900 +332%
VanEck Associates
16
VanEck Associates
New York
$585K -$41.9K -2,980 -7%
FNBTCON
17
First National Bank & Trust Co of Newtown
Pennsylvania
$497K
VCM
18
Vivaldi Capital Management
Illinois
$487K +$16K +1,138 +3%
Koshinski Asset Management
19
Koshinski Asset Management
Illinois
$483K
PAG
20
Private Advisor Group
New Jersey
$427K +$420K +29,860 New
PPA
21
Parametric Portfolio Associates
Washington
$361K +$7.45K +530 +2%
AA
22
Ancora Advisors
Ohio
$347K
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$346K +$14 +1 +0%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$286K -$7.92K -563 -3%
FEG
25
Financial Enhancement Group
Indiana
$269K +$32K +2,273 +14%

NXP Hedge Fund Activity: Q2 2018 in Review

50 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q2 2018, worth a combined $31M — up 17% from $26.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NXP positions and 3 closed out — a net gain of 2 holders — while 18 added to existing stakes and 9 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $1.29M. The largest seller was United Capital Financial Advisors, cutting an estimated $454K.

  • 50 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q2 2018, up from 48 in Q1 2018.
  • Funds reported $31M of Nuveen Select Tax-Free Income Portfolio stock for Q2 2018, up 17% quarter-over-quarter.
  • 5 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q2 2018 and 3 closed out, a net change of +2 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q2 2018 was 1607 Capital Partners, an estimated $1.29M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q2 2018 was United Capital Financial Advisors, an estimated $454K sold.

Based on aggregated 13F filings for Q2 2018.