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Nuveen Select Tax-Free Income Portfolio

89 hedge funds and large institutions have $111M invested in Nuveen Select Tax-Free Income Portfolio in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.13% more ownership

Funds ownership: 39.03%46.16% (+7.1%)

7% more capital invested

Capital invested by funds: $104M → $111M (+$6.96M)

4% less funds holding

Funds holding: 9389 (-4)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

45% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 29

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
89
Holders Change
-4
Holders Change %
-4.3%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
16
Reduced
29
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$10.1M -$1.3M -87,003 -11%
Wells Fargo
2
Wells Fargo
California
$8.81M +$2.99M +199,916 +49%
1CP
3
1607 Capital Partners
Virginia
$8.59M +$8.76M +585,588 +6,037%
Morgan Stanley
4
Morgan Stanley
New York
$7.77M +$1.39M +93,085 +21%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$5.89M -$226K -15,089 -4%
Bank of America
6
Bank of America
North Carolina
$5.29M -$1.38M -92,530 -20%
RCM
7
Rivernorth Capital Management
Florida
$4.27M +$4.42M +295,630 New
GC
8
Guggenheim Capital
Illinois
$4.23M -$199K -13,271 -4%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$3.81M -$11.6K -777 -0.3%
UCFA
10
United Capital Financial Advisors
Texas
$3.65M -$173K -11,568 -4%
TIM
11
Tortoise Investment Management
New York
$3.57M +$3.45M +230,384 +1,338%
VanEck Associates
12
VanEck Associates
New York
$3.53M +$648K +43,296 +22%
Allspring Global Investments
13
Allspring Global Investments
North Carolina
$3.24M +$3.36M +224,420 New
FLPIM
14
F.L. Putnam Investment Management
Massachusetts
$2.75M -$401K -26,819 -12%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.17M -$71K -4,747 -3%
RIA
16
Realta Investment Advisors
Delaware
$2.01M
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.01M +$234K +15,620 +13%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$1.89M
AFS
19
Access Financial Services
Minnesota
$1.85M
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.72M -$136K -9,112 -7%
AAM
21
Advisors Asset Management
Colorado
$1.66M -$741K -49,538 -30%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.55M -$144K -9,651 -8%
WAM
23
Wolverine Asset Management
Illinois
$1.51M -$69.9K -4,671 -4%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.24M +$1.28M +85,688 New
PAS
25
Park Avenue Securities
New York
$1.18M +$1.22M +81,701 New

NXP Hedge Fund Activity: Q1 2022 in Review

89 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q1 2022, worth a combined $111M — up 6.7% from $104M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of NXP and 15 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 16 added.

The largest buyer was 1607 Capital Partners, adding an estimated $8.76M. The largest seller was Mariner Investment Group, exiting entirely with an estimated $1.71M sold.

  • 89 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q1 2022, down from 93 in Q4 2021.
  • Funds reported $111M of Nuveen Select Tax-Free Income Portfolio stock for Q1 2022, up 6.7% quarter-over-quarter.
  • 15 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q1 2022 and 17 closed out, a net change of -2 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q1 2022 was 1607 Capital Partners, an estimated $8.76M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q1 2022 was Mariner Investment Group, an estimated $1.71M sold.

Based on aggregated 13F filings for Q1 2022.