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Nuveen Select Tax-Free Income Portfolio

89 hedge funds and large institutions have $108M invested in Nuveen Select Tax-Free Income Portfolio in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

25% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 20

3% more funds holding

Funds holding: 8689 (+3)

0.83% less ownership

Funds ownership: 16.87%16.04% (-0.83%)

3% less capital invested

Capital invested by funds: $111M → $108M (-$2.97M)

Holders
89
Holders Change
+3
Holders Change %
+3.49%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
25
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$21.4M +$961K +66,497 +5%
Bank of America
2
Bank of America
North Carolina
$8.61M -$32.2K -2,231 -0.4%
Wells Fargo
3
Wells Fargo
California
$8.49M -$204K -14,139 -2%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$7.01M -$65.3K -4,523 -0.9%
Morgan Stanley
5
Morgan Stanley
New York
$6.85M -$173K -11,996 -2%
SI
6
Stephens Inc
Arkansas
$6.21M +$152K +10,500 +2%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$4.74M +$270K +18,661 +6%
AAM
8
Advisors Asset Management
Colorado
$4.65M +$1.01M +69,838 +28%
VanEck Associates
9
VanEck Associates
New York
$2.5M -$28.1K -1,948 -1%
UCFA
10
United Capital Financial Advisors
Texas
$2.46M -$20.4K -1,411 -0.8%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.4M -$108K -7,487 -4%
RJA
12
Raymond James & Associates
Florida
$2.08M +$49.6K +3,434 +2%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$1.89M
RIA
14
Realta Investment Advisors
Delaware
$1.88M
LPL Financial
15
LPL Financial
California
$1.84M +$374K +25,876 +25%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.82M +$11.1K +770 +0.6%
1CP
17
1607 Capital Partners
Virginia
$1.72M -$7.28M -503,905 -81%
AFS
18
Access Financial Services
Minnesota
$1.59M -$34.7K -2,400 -2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.5M -$317K -21,958 -17%
MWM
20
Melfa Wealth Management
Massachusetts
$1.47M -$157K -10,865 -10%
FLPIM
21
F.L. Putnam Investment Management
Massachusetts
$1.33M +$982 +68 +0.1%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$900K +$22.1K +1,530 +3%
CIA
23
Capital Investment Advisors
Georgia
$805K -$4.91K -340 -0.6%
Stifel Financial
24
Stifel Financial
Missouri
$803K +$11.8K +814 +1%
Cohen & Steers
25
Cohen & Steers
New York
$793K -$188K -13,000 -19%

NXP Hedge Fund Activity: Q2 2023 in Review

89 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q2 2023, worth a combined $108M — down 2.7% from $111M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NXP positions and 6 closed out — a net gain of 5 holders — while 25 added to existing stakes and 20 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $1.01M. The largest seller was 1607 Capital Partners, cutting an estimated $7.28M.

  • 89 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q2 2023, up from 86 in Q1 2023.
  • Funds reported $108M of Nuveen Select Tax-Free Income Portfolio stock for Q2 2023, down 2.7% quarter-over-quarter.
  • 11 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q2 2023 and 6 closed out, a net change of +5 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q2 2023 was Advisors Asset Management, an estimated $1.01M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q2 2023 was 1607 Capital Partners, an estimated $7.28M sold.

Based on aggregated 13F filings for Q2 2023.