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Nuveen Select Tax-Free Income Portfolio
NXP

48 hedge funds and large institutions have $30.5M invested in Nuveen Select Tax-Free Income Portfolio in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

0.79% less ownership

Funds ownership: 13.74% → 12.95% (-0.79%)

4% less capital invested

Capital invested by funds: $31.9M → $30.5M (-$1.41M)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

2% less funds holding

Funds holding: 49 → 48 (-1)

Holders
48
Holders Change
-1
Holders Change %
-2.04%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
13
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1607 Capital Partners
Virginia
+$1.07M
2
Morgan Stanley
Morgan Stanley
New York
+$910K
3
RVPG
Relative Value Partners Group
+$692K
4
GC
Guggenheim Capital
Illinois
+$565K
5
RJA
Raymond James & Associates
Florida
+$143K

Top Sellers

1
SI
Scharf Investments
California
-$1.74M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$804K
3
KIM
Karpus Investment Management
New York
-$763K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$743K
5
LPL Financial
LPL Financial
California
-$338K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.56M +$910K +65,234 +20%
1CP
2
1607 Capital Partners
Virginia
$2.92M +$1.07M +76,628 +59%
UCFA
3
United Capital Financial Advisors
Texas
$2.62M -$35.3K -2,533 -1%
AFS
4
Access Financial Services
Minnesota
$2.52M -$54.6K -3,915 -2%
TIM
5
Tortoise Investment Management
New York
$2.08M -$184K -13,173 -8%
LPL Financial
6
LPL Financial
California
$1.28M -$338K -24,256 -21%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.17M +$31.6K +2,263 +3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$886K +$103K +7,384 +13%
Bank of America
9
Bank of America
North Carolina
$884K -$114K -8,164 -12%
Wells Fargo
10
Wells Fargo
California
$837K -$100K -7,191 -11%
AAM
11
Advisors Asset Management
Colorado
$771K -$34.5K -2,471 -4%
RVPG
12
Relative Value Partners Group
$698K +$692K +49,600 New
VanEck Associates
13
VanEck Associates
New York
$646K +$9.27K +665 +1%
UBS Group
14
UBS Group
Switzerland
$598K +$669 +48 +0.1%
VCM
15
Vivaldi Capital Management
Illinois
$597K +$84.7K +6,074 +17%
GC
16
Guggenheim Capital
Illinois
$571K +$565K +40,550 New
FNBTCON
17
First National Bank & Trust Co of Newtown
Pennsylvania
$462K – – –
PAG
18
Private Advisor Group
New Jersey
$420K – – –
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$386K +$46K +3,300 +14%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$372K +$25.9K +1,860 +8%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$360K -$211K -15,162 -37%
KIM
22
Karpus Investment Management
New York
$340K -$763K -54,728 -69%
Luther King Capital Management (LKCM)
23
Luther King Capital Management (LKCM)
Texas
$299K – – –
AA
24
Ancora Advisors
Ohio
$292K -$49.3K -3,535 -15%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$282K +$5.84K +419 +2%
1
2 3

NXP Hedge Fund Activity: Q4 2018 in Review

48 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q4 2018, worth a combined $30.5M — down 4.4% from $31.9M a quarter earlier.

Fund positioning in NXP was balanced in Q4 2018: 9 funds opened new positions, 9 closed out, 13 added to existing stakes and 14 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $1.07M. The largest seller was Scharf Investments, exiting entirely with an estimated $1.74M sold.

  • 48 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q4 2018, down from 49 in Q3 2018.
  • Funds reported $30.5M of Nuveen Select Tax-Free Income Portfolio stock for Q4 2018, down 4.4% quarter-over-quarter.
  • 9 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q4 2018 and 9 closed out, a net change of 0 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q4 2018 was 1607 Capital Partners, an estimated $1.07M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q4 2018 was Scharf Investments, an estimated $1.74M sold.

Based on aggregated 13F filings for Q4 2018.