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Nuveen Select Tax-Free Income Portfolio

46 hedge funds and large institutions have $28.3M invested in Nuveen Select Tax-Free Income Portfolio in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.07% more ownership

Funds ownership: 9.61%9.68% (+0.07%)

2% less capital invested

Capital invested by funds: $28.8M → $28.3M (-$446K)

6% less funds holding

Funds holding: 4946 (-3)

13% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 15

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
46
Holders Change
-3
Holders Change %
-6.12%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.32M +$269K +15,457 +9%
AFS
2
Access Financial Services
Minnesota
$2.4M -$131K -7,545 -5%
Baird Financial Group
3
Baird Financial Group
Wisconsin
$2.06M +$874K +50,241 +74%
UCFA
4
United Capital Financial Advisors
Texas
$2.04M +$24.7K +1,420 +1%
Wells Fargo
5
Wells Fargo
California
$1.58M +$503K +28,887 +47%
GC
6
Guggenheim Capital
Illinois
$1.54M -$307K -17,649 -17%
AAM
7
Advisors Asset Management
Colorado
$1.53M -$50.3K -2,893 -3%
UBS Group
8
UBS Group
Switzerland
$1.35M -$33.1K -1,901 -2%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.32M +$76.5K +4,394 +6%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$1.16M +$11.7K +672 +1%
KAS
11
Kestra Advisory Services
Texas
$1.01M -$116K -6,659 -10%
Bank of America
12
Bank of America
North Carolina
$851K -$14.8K -852 -2%
VanEck Associates
13
VanEck Associates
New York
$709K +$38.9K +2,238 +6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$703K +$905 +52 +0.1%
LPL Financial
15
LPL Financial
California
$677K -$745K -42,833 -52%
PAG
16
Private Advisor Group
New Jersey
$649K
FNBTCON
17
First National Bank & Trust Co of Newtown
Pennsylvania
$478K -$41.9K -2,410 -8%
Truist Financial
18
Truist Financial
North Carolina
$437K -$48.4K -2,779 -10%
Luther King Capital Management (LKCM)
19
Luther King Capital Management (LKCM)
Texas
$423K
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$417K -$10.9K -624 -3%
GT
21
Glenmede Trust
Pennsylvania
$385K
SPIA
22
Steward Partners Investment Advisory
New York
$373K +$110K +6,300 +42%
RJA
23
Raymond James & Associates
Florida
$346K +$88K +5,057 +34%
AAS
24
Annex Advisory Services
Wisconsin
$318K
RJFSA
25
Raymond James Financial Services Advisors
Florida
$309K +$30K +1,722 +11%

NXP Hedge Fund Activity: Q1 2021 in Review

46 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q1 2021, worth a combined $28.3M — down 1.6% from $28.8M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of NXP and 6 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 13 added.

The largest buyer was Baird Financial Group, adding an estimated $874K. The largest seller was LPL Financial, cutting an estimated $745K.

  • 46 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q1 2021, down from 49 in Q4 2020.
  • Funds reported $28.3M of Nuveen Select Tax-Free Income Portfolio stock for Q1 2021, down 1.6% quarter-over-quarter.
  • 6 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q1 2021 and 7 closed out, a net change of -1 holder.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q1 2021 was Baird Financial Group, an estimated $874K added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q1 2021 was LPL Financial, an estimated $745K sold.

Based on aggregated 13F filings for Q1 2021.