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Nuveen Select Tax-Free Income Portfolio
NXP

93 hedge funds and large institutions have $104M invested in Nuveen Select Tax-Free Income Portfolio in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 34 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,033% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 3

920% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 5

213% more capital invested

Capital invested by funds: $33.1M → $104M (+$70.6M)

94% more funds holding

Funds holding: 48 → 93 (+45)

27.72% more ownership

Funds ownership: 11.31% → 39.03% (+28%)

Holders
93
Holders Change
+45
Holders Change %
+93.75%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
51
Increased
34
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$11.8M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
+$6.99M
3
Bank of America
Bank of America
North Carolina
+$6.71M
4
Wells Fargo
Wells Fargo
California
+$5.73M
5
Morgan Stanley
Morgan Stanley
New York
+$3.69M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
-$908K
2
AFS
Access Financial Services
Minnesota
-$70.2K
3
WTC
WhitTier Trust Company
Nevada
-$61K
4
JCM
Jacobi Capital Management
Pennsylvania
-$60K
5
AF
Advisornet Financial
Minnesota
-$51K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$12.6M +$11.8M +714,058 +962%
Bank of America
2
Bank of America
North Carolina
$7.33M +$6.71M +406,459 +777%
Morgan Stanley
3
Morgan Stanley
New York
$7.12M +$3.69M +223,434 +101%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$6.77M +$6.99M +423,381 New
Wells Fargo
5
Wells Fargo
California
$6.57M +$5.73M +346,868 +541%
GC
6
Guggenheim Capital
Illinois
$4.9M +$2.99M +181,095 +144%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$4.23M +$2.41M +146,155 +123%
UCFA
8
United Capital Financial Advisors
Texas
$4.23M +$2.48M +150,514 +132%
FLPIM
9
F.L. Putnam Investment Management
Massachusetts
$3.47M +$2.24M +135,424 +166%
VanEck Associates
10
VanEck Associates
New York
$3.21M +$2.41M +146,213 +267%
AAM
11
Advisors Asset Management
Colorado
$2.63M +$1.29M +78,367 +91%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.48M +$2.13M +128,922 +492%
RIA
13
Realta Investment Advisors
Delaware
$2.23M +$2.3M +139,425 New
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$2.1M +$1.08M +65,160 +99%
AFS
15
Access Financial Services
Minnesota
$2.05M -$70.2K -4,255 -3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.05M +$1.17M +70,934 +123%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.97M +$674K +40,833 +49%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.87M +$1.26M +76,536 +188%
WAM
19
Wolverine Asset Management
Illinois
$1.75M +$1.09M +66,051 +153%
MIG
20
Mariner Investment Group
New York
$1.71M +$1.76M +106,809 New
RJA
21
Raymond James & Associates
Florida
$1.16M +$668K +40,436 +127%
LPL Financial
22
LPL Financial
California
$1.1M +$537K +32,552 +89%
DTIM
23
Danda Trouve Investment Management
Kansas
$1.08M +$1.12M +67,585 New
Truist Financial
24
Truist Financial
North Carolina
$1.04M +$686K +41,561 +178%
HI
25
Harbour Investments
Wisconsin
$991K +$855K +51,772 +506%
1
2 3 4

NXP Hedge Fund Activity: Q4 2021 in Review

93 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q4 2021, worth a combined $104M — up 213% from $33.1M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new NXP positions and 5 closed out — a net gain of 46 holders — while 34 added to existing stakes and 3 trimmed.

The largest buyer was UBS Group, adding an estimated $11.8M. The largest seller was Kestra Advisory Services, exiting entirely with an estimated $908K sold.

  • 93 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q4 2021, up from 48 in Q3 2021.
  • Funds reported $104M of Nuveen Select Tax-Free Income Portfolio stock for Q4 2021, up 213% quarter-over-quarter.
  • 51 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q4 2021 and 5 closed out, a net change of +46 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q4 2021 was UBS Group, an estimated $11.8M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q4 2021 was Kestra Advisory Services, an estimated $908K sold.

Based on aggregated 13F filings for Q4 2021.