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Nuveen Select Tax-Free Income Portfolio

84 hedge funds and large institutions have $117M invested in Nuveen Select Tax-Free Income Portfolio in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

37% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 19

11% more capital invested

Capital invested by funds: $106M → $117M (+$11.5M)

2% more funds holding

Funds holding: 8284 (+2)

0.72% more ownership

Funds ownership: 17.27%17.99% (+0.72%)

Holders
84
Holders Change
+2
Holders Change %
+2.44%
% of All Funds
1.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
26
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$19M +$3.22M +240,250 +21%
1CP
2
1607 Capital Partners
Virginia
$12.5M +$311K +23,196 +3%
Wells Fargo
3
Wells Fargo
California
$8.03M -$350K -26,170 -4%
Morgan Stanley
4
Morgan Stanley
New York
$7.13M -$390K -29,127 -5%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$5.8M +$3.68M +274,544 +193%
SI
6
Stephens Inc
Arkansas
$5.61M +$1.24M +92,886 +30%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$5.5M -$852K -63,662 -14%
Bank of America
8
Bank of America
North Carolina
$5.38M +$1.57M +117,302 +43%
UCFA
9
United Capital Financial Advisors
Texas
$3.35M -$22.9K -1,714 -0.7%
Allspring Global Investments
10
Allspring Global Investments
North Carolina
$3.32M
AAM
11
Advisors Asset Management
Colorado
$2.87M +$927K +69,274 +50%
VanEck Associates
12
VanEck Associates
New York
$2.69M +$333K +24,839 +15%
TIM
13
Tortoise Investment Management
New York
$2.48M -$463K -34,550 -16%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.45M +$75.3K +5,623 +3%
RJA
15
Raymond James & Associates
Florida
$2.01M +$171K +12,790 +10%
RIA
16
Realta Investment Advisors
Delaware
$1.94M
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.86M -$484K -36,127 -21%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$1.83M
AFS
19
Access Financial Services
Minnesota
$1.72M -$55.2K -4,120 -3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.61M +$204K +15,238 +15%
GC
21
Guggenheim Capital
Illinois
$1.57M -$1.3M -96,801 -46%
MWM
22
Melfa Wealth Management
Massachusetts
$1.56M +$1.51M +112,470 New
FLPIM
23
F.L. Putnam Investment Management
Massachusetts
$1.36M -$402K -29,998 -23%
LPL Financial
24
LPL Financial
California
$1.02M +$238K +17,796 +32%
Cohen & Steers
25
Cohen & Steers
New York
$946K +$40.2K +3,000 +5%

NXP Hedge Fund Activity: Q4 2022 in Review

84 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q4 2022, worth a combined $117M — up 11% from $106M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new NXP positions and 9 closed out — a net gain of 5 holders — while 26 added to existing stakes and 19 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $3.68M. The largest seller was Baird Financial Group, cutting an estimated $2.67M.

  • 84 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q4 2022, up from 82 in Q3 2022.
  • Funds reported $117M of Nuveen Select Tax-Free Income Portfolio stock for Q4 2022, up 11% quarter-over-quarter.
  • 14 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q4 2022 and 9 closed out, a net change of +5 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q4 2022 was Cambridge Investment Research Advisors, an estimated $3.68M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q4 2022 was Baird Financial Group, an estimated $2.67M sold.

Based on aggregated 13F filings for Q4 2022.