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Nuveen Select Tax-Free Income Portfolio

51 hedge funds and large institutions have $34.1M invested in Nuveen Select Tax-Free Income Portfolio in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

2% more capital invested

Capital invested by funds: $33.5M → $34.1M (+$581K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.69% less ownership

Funds ownership: 14%13.3% (-0.69%)

7% less funds holding

Funds holding: 5551 (-4)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
51
Holders Change
-4
Holders Change %
-7.27%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
15
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
1
United Capital Financial Advisors
Texas
$3.58M +$354K +23,613 +11%
1CP
2
1607 Capital Partners
Virginia
$2.92M -$244K -16,300 -8%
Morgan Stanley
3
Morgan Stanley
New York
$2.91M -$1.32M -88,003 -32%
AFS
4
Access Financial Services
Minnesota
$2.78M -$17.2K -1,150 -0.6%
GC
5
Guggenheim Capital
Illinois
$2.05M +$711K +47,431 +55%
TIM
6
Tortoise Investment Management
New York
$2.01M -$209K -13,958 -10%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.96M +$269K +17,963 +16%
LPL Financial
8
LPL Financial
California
$1.27M -$67.6K -4,508 -5%
UBS Group
9
UBS Group
Switzerland
$1.18M +$587K +39,171 +103%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$1.01M
Bank of America
11
Bank of America
North Carolina
$896K -$92.8K -6,194 -10%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$869K -$74.1K -4,943 -8%
VanEck Associates
13
VanEck Associates
New York
$847K +$28.9K +1,926 +4%
AAM
14
Advisors Asset Management
Colorado
$803K -$21.2K -1,417 -3%
Wells Fargo
15
Wells Fargo
California
$762K -$15K -1,000 -2%
RVPG
16
Relative Value Partners Group
$760K
RIA
17
Realta Investment Advisors
Delaware
$612K
PAG
18
Private Advisor Group
New Jersey
$509K
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$476K +$175K +11,677 +60%
FNBTCON
20
First National Bank & Trust Co of Newtown
Pennsylvania
$463K
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$422K -$17.6K -1,177 -4%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$381K -$84.8K -5,658 -18%
Luther King Capital Management (LKCM)
23
Luther King Capital Management (LKCM)
Texas
$372K
RJFSA
24
Raymond James Financial Services Advisors
Florida
$337K +$61.3K +4,090 +23%
FEG
25
Financial Enhancement Group
Indiana
$315K +$2.65K +177 +0.9%

NXP Hedge Fund Activity: Q2 2019 in Review

51 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q2 2019, worth a combined $34.1M — up 1.7% from $33.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of NXP and 3 opened new positions — a net loss of 4 holders — while 13 trimmed existing stakes and 15 added.

The largest buyer was Guggenheim Capital, adding an estimated $711K. The largest seller was Morgan Stanley, cutting an estimated $1.32M.

  • 51 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q2 2019, down from 55 in Q1 2019.
  • Funds reported $34.1M of Nuveen Select Tax-Free Income Portfolio stock for Q2 2019, up 1.7% quarter-over-quarter.
  • 3 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q2 2019 and 7 closed out, a net change of -4 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q2 2019 was Guggenheim Capital, an estimated $711K added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q2 2019 was Morgan Stanley, an estimated $1.32M sold.

Based on aggregated 13F filings for Q2 2019.