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Nuveen Select Tax-Free Income Portfolio
NXP

46 hedge funds and large institutions have $28.5M invested in Nuveen Select Tax-Free Income Portfolio in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $26.6M → $28.5M (+$1.88M)

0.06% more ownership

Funds ownership: 10.1% → 10.16% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

6% less funds holding

Funds holding: 49 → 46 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
46
Holders Change
-3
Holders Change %
-6.12%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
13
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
Advisors Asset Management
Colorado
+$686K
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$293K
3
GC
Guggenheim Capital
Illinois
+$264K
4
AFS
Access Financial Services
Minnesota
+$220K
5
Morgan Stanley
Morgan Stanley
New York
+$79.9K

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
-$833K
2
FEG
Financial Enhancement Group
Indiana
-$357K
3
TIM
Tortoise Investment Management
New York
-$263K
4
VanEck Associates
VanEck Associates
New York
-$255K
5
First Trust Advisors
First Trust Advisors
Illinois
-$166K
Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
1
Access Financial Services
Minnesota
$3.12M +$220K +13,345 +8%
Morgan Stanley
2
Morgan Stanley
New York
$2.69M +$79.9K +4,838 +3%
GC
3
Guggenheim Capital
Illinois
$2.43M +$264K +15,964 +12%
UCFA
4
United Capital Financial Advisors
Texas
$1.97M -$833K -50,445 -30%
AAM
5
Advisors Asset Management
Colorado
$1.34M +$686K +41,562 +107%
UBS Group
6
UBS Group
Switzerland
$1.27M +$27K +1,635 +2%
LPL Financial
7
LPL Financial
California
$1.22M +$30K +1,814 +3%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$1.13M -$2.3K -139 -0.2%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$1.1M – – –
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.03M +$293K +17,750 +40%
KAS
11
Kestra Advisory Services
Texas
$1.02M +$1.01M +60,982 New
Wells Fargo
12
Wells Fargo
California
$991K -$96.8K -5,860 -9%
RIA
13
Realta Investment Advisors
Delaware
$915K – – –
Bank of America
14
Bank of America
North Carolina
$786K +$21.9K +1,323 +3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$702K -$4.16K -252 -0.6%
VanEck Associates
16
VanEck Associates
New York
$668K -$255K -15,438 -28%
PAG
17
Private Advisor Group
New Jersey
$623K – – –
FNBTCON
18
First National Bank & Trust Co of Newtown
Pennsylvania
$499K -$6.44K -390 -1%
Truist Financial
19
Truist Financial
North Carolina
$467K -$8.92K -540 -2%
Luther King Capital Management (LKCM)
20
Luther King Capital Management (LKCM)
Texas
$406K – – –
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$375K -$62.4K -3,777 -14%
GT
22
Glenmede Trust
Pennsylvania
$370K – – –
FM
23
Family Management
New York
$325K – – –
DAS
24
Dynamic Advisor Solutions
Arizona
$301K +$9.08K +550 +3%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$268K -$1.72K -104 -0.6%
1
2 3

NXP Hedge Fund Activity: Q3 2020 in Review

46 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q3 2020, worth a combined $28.5M — up 7% from $26.6M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of NXP and 2 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 13 added.

The largest buyer was Advisors Asset Management, adding an estimated $686K. The largest seller was United Capital Financial Advisors, cutting an estimated $833K.

  • 46 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q3 2020, down from 49 in Q2 2020.
  • Funds reported $28.5M of Nuveen Select Tax-Free Income Portfolio stock for Q3 2020, up 7% quarter-over-quarter.
  • 2 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q3 2020 and 5 closed out, a net change of -3 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q3 2020 was Advisors Asset Management, an estimated $686K added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q3 2020 was United Capital Financial Advisors, an estimated $833K sold.

Based on aggregated 13F filings for Q3 2020.