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Nuveen Select Tax-Free Income Portfolio

86 hedge funds and large institutions have $111M invested in Nuveen Select Tax-Free Income Portfolio in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

2% more funds holding

Funds holding: 8486 (+2)

5% less capital invested

Capital invested by funds: $117M → $111M (-$5.77M)

1.13% less ownership

Funds ownership: 17.99%16.87% (-1.1%)

Holders
86
Holders Change
+2
Holders Change %
+2.38%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
24
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$20.3M +$726K +50,491 +4%
1CP
2
1607 Capital Partners
Virginia
$8.91M -$3.97M -275,984 -31%
Wells Fargo
3
Wells Fargo
California
$8.64M +$381K +26,474 +5%
Bank of America
4
Bank of America
North Carolina
$8.58M +$3.06M +212,452 +55%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$7.03M +$1.07M +74,272 +18%
Morgan Stanley
6
Morgan Stanley
New York
$6.98M -$355K -24,670 -5%
SI
7
Stephens Inc
Arkansas
$6.02M +$245K +17,060 +4%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$4.44M -$1.23M -85,518 -22%
AAM
9
Advisors Asset Management
Colorado
$3.61M +$662K +46,018 +22%
VanEck Associates
10
VanEck Associates
New York
$2.51M -$258K -17,937 -9%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.49M -$31.3K -2,173 -1%
UCFA
12
United Capital Financial Advisors
Texas
$2.46M -$992K -68,966 -29%
RJA
13
Raymond James & Associates
Florida
$2.02M -$49.5K -3,440 -2%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$1.88M
RIA
15
Realta Investment Advisors
Delaware
$1.87M -$129K -9,000 -6%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.8M +$145K +10,106 +9%
MWM
17
Melfa Wealth Management
Massachusetts
$1.61M +$2.92K +203 +0.2%
AFS
18
Access Financial Services
Minnesota
$1.61M -$162K -11,245 -9%
LPL Financial
19
LPL Financial
California
$1.46M +$415K +28,872 +40%
FLPIM
20
F.L. Putnam Investment Management
Massachusetts
$1.32M -$85.5K -5,946 -6%
GC
21
Guggenheim Capital
Illinois
$1.02M -$597K -41,498 -37%
Cohen & Steers
22
Cohen & Steers
New York
$973K
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$872K -$63K -4,380 -7%
CIA
24
Capital Investment Advisors
Georgia
$805K -$19.8K -1,380 -2%
Stifel Financial
25
Stifel Financial
Missouri
$786K -$22.6K -1,570 -3%

NXP Hedge Fund Activity: Q1 2023 in Review

86 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q1 2023, worth a combined $111M — down 4.9% from $117M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NXP positions and 10 closed out — a net gain of 2 holders — while 24 added to existing stakes and 21 trimmed.

The largest buyer was Bank of America, adding an estimated $3.06M. The largest seller was 1607 Capital Partners, cutting an estimated $3.97M.

  • 86 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q1 2023, up from 84 in Q4 2022.
  • Funds reported $111M of Nuveen Select Tax-Free Income Portfolio stock for Q1 2023, down 4.9% quarter-over-quarter.
  • 12 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q1 2023 and 10 closed out, a net change of +2 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q1 2023 was Bank of America, an estimated $3.06M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q1 2023 was 1607 Capital Partners, an estimated $3.97M sold.

Based on aggregated 13F filings for Q1 2023.