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Nuveen Select Tax-Free Income Portfolio

87 hedge funds and large institutions have $106M invested in Nuveen Select Tax-Free Income Portfolio in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 24

0.48% more ownership

Funds ownership: 46.16%46.64% (+0.48%)

4% less capital invested

Capital invested by funds: $111M → $106M (-$4.62M)

2% less funds holding

Funds holding: 8987 (-2)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
87
Holders Change
-2
Holders Change %
-2.25%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
27
Reduced
24
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$13.5M +$3.97M +287,300 +41%
1CP
2
1607 Capital Partners
Virginia
$11.8M +$3.69M +266,850 +45%
Wells Fargo
3
Wells Fargo
California
$8.13M -$237K -17,171 -3%
Morgan Stanley
4
Morgan Stanley
New York
$7.82M +$451K +32,603 +6%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$4.51M -$1.09M -78,511 -19%
TIM
6
Tortoise Investment Management
New York
$4.09M +$704K +50,883 +21%
RCM
7
Rivernorth Capital Management
Florida
$3.77M -$284K -20,539 -7%
UCFA
8
United Capital Financial Advisors
Texas
$3.47M
GC
9
Guggenheim Capital
Illinois
$3.32M -$701K -50,680 -17%
Allspring Global Investments
10
Allspring Global Investments
North Carolina
$3.25M +$175K +12,640 +6%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$2.97M -$649K -46,960 -18%
Bank of America
12
Bank of America
North Carolina
$2.94M -$2.09M -151,456 -41%
VanEck Associates
13
VanEck Associates
New York
$2.32M -$1.03M -74,617 -31%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.24M +$185K +13,345 +9%
FLPIM
15
F.L. Putnam Investment Management
Massachusetts
$2.02M -$588K -42,521 -22%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.97M +$67.9K +4,913 +4%
RIA
17
Realta Investment Advisors
Delaware
$1.94M +$691 +50 +0%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$1.8M
AFS
19
Access Financial Services
Minnesota
$1.75M -$10.4K -750 -0.6%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.72M +$85.5K +6,184 +5%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.42M -$58.1K -4,200 -4%
AAM
22
Advisors Asset Management
Colorado
$1.23M -$345K -24,960 -22%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.21M +$40K +2,890 +3%
PAS
24
Park Avenue Securities
New York
$1.15M +$28.1K +2,035 +2%
SI
25
Stephens Inc
Arkansas
$979K +$989K +71,506 New

NXP Hedge Fund Activity: Q2 2022 in Review

87 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q2 2022, worth a combined $106M — down 4.2% from $111M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NXP and 8 opened new positions — a net loss of 2 holders — while 24 trimmed existing stakes and 27 added.

The largest buyer was UBS Group, adding an estimated $3.97M. The largest seller was Bank of America, cutting an estimated $2.09M.

  • 87 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q2 2022, down from 89 in Q1 2022.
  • Funds reported $106M of Nuveen Select Tax-Free Income Portfolio stock for Q2 2022, down 4.2% quarter-over-quarter.
  • 8 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q2 2022 and 10 closed out, a net change of -2 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q2 2022 was UBS Group, an estimated $3.97M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q2 2022 was Bank of America, an estimated $2.09M sold.

Based on aggregated 13F filings for Q2 2022.