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Nuveen Select Tax-Free Income Portfolio

48 hedge funds and large institutions have $26.8M invested in Nuveen Select Tax-Free Income Portfolio in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.17% less ownership

Funds ownership: 13.3%10.14% (-3.2%)

6% less funds holding

Funds holding: 5148 (-3)

21% less capital invested

Capital invested by funds: $34.1M → $26.8M (-$7.26M)

31% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 16

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
48
Holders Change
-3
Holders Change %
-5.88%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
11
Reduced
16
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
$2.99M -$687K -44,022 -19%
AFS
2
Access Financial Services
Minnesota
$2.85M -$5.46K -350 -0.2%
Morgan Stanley
3
Morgan Stanley
New York
$2.79M -$200K -12,818 -7%
GC
4
Guggenheim Capital
Illinois
$2.15M +$44.9K +2,874 +2%
TIM
5
Tortoise Investment Management
New York
$1.51M -$554K -35,503 -27%
LPL Financial
6
LPL Financial
California
$1.29M -$10.7K -683 -0.8%
UBS Group
7
UBS Group
Switzerland
$1.08M -$132K -8,453 -11%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$1.04M
VanEck Associates
9
VanEck Associates
New York
$892K +$20.7K +1,326 +2%
Wells Fargo
10
Wells Fargo
California
$808K +$24K +1,538 +3%
AAM
11
Advisors Asset Management
Colorado
$807K -$18.8K -1,204 -2%
Bank of America
12
Bank of America
North Carolina
$791K -$130K -8,303 -14%
RIA
13
Realta Investment Advisors
Delaware
$630K
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$592K -$300K -19,226 -34%
PAG
15
Private Advisor Group
New Jersey
$543K +$19.5K +1,250 +4%
FNBTCON
16
First National Bank & Trust Co of Newtown
Pennsylvania
$477K
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$441K +$6.29K +403 +1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$392K +$312 +20 +0.1%
Luther King Capital Management (LKCM)
19
Luther King Capital Management (LKCM)
Texas
$383K
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$378K -$111K -7,100 -23%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$337K -$9.46K -606 -3%
FM
22
Family Management
New York
$306K -$937 -60 -0.3%
Truist Financial
23
Truist Financial
North Carolina
$302K
AA
24
Ancora Advisors
Ohio
$295K
Ameriprise
25
Ameriprise
Minnesota
$286K -$7.4K -474 -3%

NXP Hedge Fund Activity: Q3 2019 in Review

48 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q3 2019, worth a combined $26.8M — down 21% from $34.1M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of NXP and 4 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 11 added.

The largest buyer was Act Two Investors, opening a new position worth an estimated $245K. The largest seller was 1607 Capital Partners, exiting entirely with an estimated $2.92M sold.

  • 48 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q3 2019, down from 51 in Q2 2019.
  • Funds reported $26.8M of Nuveen Select Tax-Free Income Portfolio stock for Q3 2019, down 21% quarter-over-quarter.
  • 4 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q3 2019 and 7 closed out, a net change of -3 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q3 2019 was Act Two Investors, an estimated $245K added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q3 2019 was 1607 Capital Partners, an estimated $2.92M sold.

Based on aggregated 13F filings for Q3 2019.