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Nuveen Select Tax-Free Income Portfolio

50 hedge funds and large institutions have $27.3M invested in Nuveen Select Tax-Free Income Portfolio in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

11% more funds holding

Funds holding: 4550 (+5)

1.31% more ownership

Funds ownership: 9.55%10.85% (+1.3%)

4% more capital invested

Capital invested by funds: $26.4M → $27.3M (+$934K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
13
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$2.92M +$3.12M +195,026 New
AFS
2
Access Financial Services
Minnesota
$2.66M -$56.4K -3,525 -2%
UCFA
3
United Capital Financial Advisors
Texas
$2.6M -$253K -15,792 -8%
Morgan Stanley
4
Morgan Stanley
New York
$2.11M -$195K -12,195 -8%
GC
5
Guggenheim Capital
Illinois
$1.97M -$63.7K -3,986 -3%
LPL Financial
6
LPL Financial
California
$1.26M +$50.6K +3,167 +4%
UBS Group
7
UBS Group
Switzerland
$1.12M +$444K +27,775 +59%
Wells Fargo
8
Wells Fargo
California
$1.04M +$284K +17,786 +34%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$990K
Koshinski Asset Management
10
Koshinski Asset Management
Illinois
$764K
VanEck Associates
11
VanEck Associates
New York
$699K -$78.5K -4,908 -10%
Bank of America
12
Bank of America
North Carolina
$669K +$22.4K +1,403 +3%
RIA
13
Realta Investment Advisors
Delaware
$601K +$704 +44 +0.1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$580K +$16.9K +1,058 +3%
PAG
15
Private Advisor Group
New Jersey
$559K +$44K +2,750 +8%
WAM
16
Wolverine Asset Management
Illinois
$533K +$570K +35,618 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$510K +$37.1K +2,319 +7%
FNBTCON
18
First National Bank & Trust Co of Newtown
Pennsylvania
$454K
Truist Financial
19
Truist Financial
North Carolina
$435K
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$371K -$28.5K -1,780 -7%
Luther King Capital Management (LKCM)
21
Luther King Capital Management (LKCM)
Texas
$364K
FEG
22
Financial Enhancement Group
Indiana
$341K +$364K +22,754 New
MC
23
Moors & Cabot
Massachusetts
$298K +$318K +19,879 New
FM
24
Family Management
New York
$292K
DAS
25
Dynamic Advisor Solutions
Arizona
$262K

NXP Hedge Fund Activity: Q1 2020 in Review

50 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q1 2020, worth a combined $27.3M — up 3.5% from $26.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NXP positions and 3 closed out — a net gain of 7 holders — while 13 added to existing stakes and 10 trimmed.

The largest buyer was 1607 Capital Partners, opening a new position worth an estimated $3.12M. The largest seller was Tortoise Investment Management, cutting an estimated $570K.

  • 50 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q1 2020, up from 45 in Q4 2019.
  • Funds reported $27.3M of Nuveen Select Tax-Free Income Portfolio stock for Q1 2020, up 3.5% quarter-over-quarter.
  • 10 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q1 2020 and 3 closed out, a net change of +7 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q1 2020 was 1607 Capital Partners, an estimated $3.12M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q1 2020 was Tortoise Investment Management, an estimated $570K sold.

Based on aggregated 13F filings for Q1 2020.