We are live on ! Find out more
NXP icon

Nuveen Select Tax-Free Income Portfolio

82 hedge funds and large institutions have $106M invested in Nuveen Select Tax-Free Income Portfolio in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 24

0% less capital invested

Capital invested by funds: $106M → $106M (-$404K)

6% less funds holding

Funds holding: 8782 (-5)

29.37% less ownership

Funds ownership: 46.64%17.27% (-29%)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
82
Holders Change
-5
Holders Change %
-5.75%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
26
Reduced
24
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$14.7M +$1.91M +137,129 +14%
1CP
2
1607 Capital Partners
Virginia
$11.4M +$190K +13,630 +2%
Wells Fargo
3
Wells Fargo
California
$7.87M +$134K +9,629 +2%
Morgan Stanley
4
Morgan Stanley
New York
$7.06M -$412K -29,531 -5%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$5.99M +$1.8M +129,462 +39%
SI
6
Stephens Inc
Arkansas
$4.05M +$3.33M +238,942 +334%
Bank of America
7
Bank of America
North Carolina
$3.52M +$765K +54,908 +26%
UCFA
8
United Capital Financial Advisors
Texas
$3.16M -$147K -10,570 -4%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$3.11M +$19.5K +1,400 +0.6%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$2.83M -$4.22K -303 -0.1%
TIM
11
Tortoise Investment Management
New York
$2.78M -$1.19M -85,635 -29%
GC
12
Guggenheim Capital
Illinois
$2.73M -$460K -33,025 -14%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$2.23M +$631K +45,294 +36%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.21M +$85K +6,099 +4%
VanEck Associates
15
VanEck Associates
New York
$2.2M -$18.1K -1,299 -0.8%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.86M -$20.1K -1,445 -1%
RIA
17
Realta Investment Advisors
Delaware
$1.82M -$1.38K -99 -0.1%
AAM
18
Advisors Asset Management
Colorado
$1.79M +$661K +47,412 +53%
RJA
19
Raymond James & Associates
Florida
$1.72M +$881K +63,190 +92%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$1.71M
FLPIM
21
F.L. Putnam Investment Management
Massachusetts
$1.67M -$276K -19,837 -13%
AFS
22
Access Financial Services
Minnesota
$1.67M
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.31M -$39.3K -2,823 -3%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.27M +$123K +8,792 +10%
PAS
25
Park Avenue Securities
New York
$1.09M -$5.83K -418 -0.5%

NXP Hedge Fund Activity: Q3 2022 in Review

82 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q3 2022, worth a combined $106M — down 0.38% from $106M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of NXP and 8 opened new positions — a net loss of 5 holders — while 24 trimmed existing stakes and 26 added.

The largest buyer was Stephens Inc, adding an estimated $3.33M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $3.77M sold.

  • 82 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q3 2022, down from 87 in Q2 2022.
  • Funds reported $106M of Nuveen Select Tax-Free Income Portfolio stock for Q3 2022, down 0.38% quarter-over-quarter.
  • 8 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q3 2022 and 13 closed out, a net change of -5 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q3 2022 was Stephens Inc, an estimated $3.33M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q3 2022 was Rivernorth Capital Management, an estimated $3.77M sold.

Based on aggregated 13F filings for Q3 2022.