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Nuveen Select Tax-Free Income Portfolio

49 hedge funds and large institutions have $32.7M invested in Nuveen Select Tax-Free Income Portfolio in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

15% more capital invested

Capital invested by funds: $28.3M → $32.7M (+$4.39M)

7% more funds holding

Funds holding: 4649 (+3)

0.96% more ownership

Funds ownership: 9.68%10.65% (+0.96%)

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
16
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4M +$500K +27,927 +15%
AFS
2
Access Financial Services
Minnesota
$2.47M -$48.7K -2,720 -2%
Baird Financial Group
3
Baird Financial Group
Wisconsin
$2.17M +$7.63K +426 +0.4%
UCFA
4
United Capital Financial Advisors
Texas
$2.09M -$53.7K -3,000 -3%
GC
5
Guggenheim Capital
Illinois
$2.07M +$444K +24,775 +28%
AAM
6
Advisors Asset Management
Colorado
$1.61M +$1.09K +61 +0.1%
FLPIM
7
F.L. Putnam Investment Management
Massachusetts
$1.52M +$1.49M +83,259 New
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.46M +$71.1K +3,969 +5%
UBS Group
9
UBS Group
Switzerland
$1.39M -$32.2K -1,799 -2%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$1.21M -$12K -672 -1%
Wells Fargo
11
Wells Fargo
California
$1.19M -$457K -25,522 -28%
KAS
12
Kestra Advisory Services
Texas
$1M -$57.7K -3,224 -6%
Bank of America
13
Bank of America
North Carolina
$937K +$41.5K +2,318 +5%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$810K +$474K +26,486 +149%
VanEck Associates
15
VanEck Associates
New York
$804K +$57K +3,181 +8%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$759K +$19.3K +1,075 +3%
PAG
17
Private Advisor Group
New Jersey
$683K
LPL Financial
18
LPL Financial
California
$649K -$61.4K -3,430 -9%
FNBTCON
19
First National Bank & Trust Co of Newtown
Pennsylvania
$502K
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$479K +$38.8K +2,165 +9%
RJA
21
Raymond James & Associates
Florida
$477K +$111K +6,189 +31%
Truist Financial
22
Truist Financial
North Carolina
$445K -$14.8K -825 -3%
Luther King Capital Management (LKCM)
23
Luther King Capital Management (LKCM)
Texas
$445K
GT
24
Glenmede Trust
Pennsylvania
$405K
AAS
25
Annex Advisory Services
Wisconsin
$335K

NXP Hedge Fund Activity: Q2 2021 in Review

49 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q2 2021, worth a combined $32.7M — up 15% from $28.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NXP positions and 3 closed out — a net gain of 3 holders — while 16 added to existing stakes and 9 trimmed.

The largest buyer was F.L. Putnam Investment Management, opening a new position worth an estimated $1.49M. The largest seller was Wells Fargo, cutting an estimated $457K.

  • 49 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q2 2021, up from 46 in Q1 2021.
  • Funds reported $32.7M of Nuveen Select Tax-Free Income Portfolio stock for Q2 2021, up 15% quarter-over-quarter.
  • 6 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q2 2021 and 3 closed out, a net change of +3 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q2 2021 was F.L. Putnam Investment Management, an estimated $1.49M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q2 2021 was Wells Fargo, an estimated $457K sold.

Based on aggregated 13F filings for Q2 2021.