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Nuveen Select Tax-Free Income Portfolio

48 hedge funds and large institutions have $33.1M invested in Nuveen Select Tax-Free Income Portfolio in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

1% more capital invested

Capital invested by funds: $32.7M → $33.1M (+$389K)

0.66% more ownership

Funds ownership: 10.65%11.31% (+0.66%)

2% less funds holding

Funds holding: 4948 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
48
Holders Change
-1
Holders Change %
-2.04%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
13
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.86M +$53.9K +3,085 +1%
AFS
2
Access Financial Services
Minnesota
$2.31M -$38.6K -2,210 -2%
GC
3
Guggenheim Capital
Illinois
$2.18M +$214K +12,252 +11%
Baird Financial Group
4
Baird Financial Group
Wisconsin
$2.06M -$87 -5 -0%
UCFA
5
United Capital Financial Advisors
Texas
$1.99M
AAM
6
Advisors Asset Management
Colorado
$1.5M -$38K -2,175 -2%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.43M +$49.2K +2,814 +4%
FLPIM
8
F.L. Putnam Investment Management
Massachusetts
$1.42M -$26.2K -1,500 -2%
UBS Group
9
UBS Group
Switzerland
$1.29M -$26.2K -1,500 -2%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$1.15M
Wells Fargo
11
Wells Fargo
California
$1.11M -$18.9K -1,083 -2%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$998K +$230K +13,175 +30%
VanEck Associates
13
VanEck Associates
New York
$953K +$191K +10,904 +25%
Bank of America
14
Bank of America
North Carolina
$909K +$19.2K +1,100 +2%
KAS
15
Kestra Advisory Services
Texas
$908K -$43.3K -2,475 -5%
WAM
16
Wolverine Asset Management
Illinois
$752K +$757K +43,297 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$707K -$14.9K -854 -2%
PAG
18
Private Advisor Group
New Jersey
$649K
LPL Financial
19
LPL Financial
California
$633K +$16.6K +950 +3%
CCMD
20
Cypress Capital Management (Delaware)
Delaware
$624K +$596K +34,100 New
RJA
21
Raymond James & Associates
Florida
$555K +$102K +5,848 +22%
FNBTCON
22
First National Bank & Trust Co of Newtown
Pennsylvania
$477K
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$455K +$420 +24 +0.1%
Luther King Capital Management (LKCM)
24
Luther King Capital Management (LKCM)
Texas
$423K
Truist Financial
25
Truist Financial
North Carolina
$406K -$17.5K -1,000 -4%

NXP Hedge Fund Activity: Q3 2021 in Review

48 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q3 2021, worth a combined $33.1M — up 1.2% from $32.7M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of NXP and 3 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 13 added.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $757K. The largest seller was 55I LLC, exiting entirely with an estimated $184K sold.

  • 48 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q3 2021, down from 49 in Q2 2021.
  • Funds reported $33.1M of Nuveen Select Tax-Free Income Portfolio stock for Q3 2021, up 1.2% quarter-over-quarter.
  • 3 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q3 2021 and 4 closed out, a net change of -1 holder.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q3 2021 was Wolverine Asset Management, an estimated $757K added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q3 2021 was 55I LLC, an estimated $184K sold.

Based on aggregated 13F filings for Q3 2021.