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Nuveen Select Tax-Free Income Portfolio

89 hedge funds and large institutions have $103M invested in Nuveen Select Tax-Free Income Portfolio in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 18

0.45% more ownership

Funds ownership: 16.04%16.49% (+0.45%)

0% more funds holding

Funds holding: 8989 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

5% less capital invested

Capital invested by funds: $108M → $103M (-$5M)

Holders
89
Holders Change
Holders Change %
0%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
26
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$21M +$1.37M +96,024 +6%
Wells Fargo
2
Wells Fargo
California
$7.71M -$141K -9,946 -2%
Bank of America
3
Bank of America
North Carolina
$7.68M -$278K -19,527 -3%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$6.8M +$353K +24,853 +5%
SI
5
Stephens Inc
Arkansas
$6.17M +$469K +33,000 +8%
Morgan Stanley
6
Morgan Stanley
New York
$5.99M -$363K -25,524 -5%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$5.34M +$1.04M +73,005 +22%
AAM
8
Advisors Asset Management
Colorado
$4.72M +$461K +32,460 +10%
VanEck Associates
9
VanEck Associates
New York
$2.98M +$717K +50,410 +29%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.34M +$129K +9,099 +5%
UCFA
11
United Capital Financial Advisors
Texas
$2.25M -$22.8K -1,601 -0.9%
RIA
12
Realta Investment Advisors
Delaware
$1.88M
RJA
13
Raymond James & Associates
Florida
$1.87M -$57.4K -4,036 -3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.82M +$158K +11,142 +9%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$1.75M
AFS
16
Access Financial Services
Minnesota
$1.46M
MWM
17
Melfa Wealth Management
Massachusetts
$1.35M -$8.19K -576 -0.6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.34M -$46.8K -3,293 -3%
LPL Financial
19
LPL Financial
California
$1.28M -$451K -31,750 -25%
FLPIM
20
F.L. Putnam Investment Management
Massachusetts
$1.15M -$75.3K -5,300 -6%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$926K +$102K +7,197 +12%
Osaic Holdings
22
Osaic Holdings
Arizona
$752K +$168K +11,825 +26%
CIA
23
Capital Investment Advisors
Georgia
$736K -$7.25K -510 -0.9%
Stifel Financial
24
Stifel Financial
Missouri
$730K -$11.6K -819 -1%
Truist Financial
25
Truist Financial
North Carolina
$730K +$166K +11,700 +27%

NXP Hedge Fund Activity: Q3 2023 in Review

89 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q3 2023, worth a combined $103M — down 4.6% from $108M a quarter earlier.

Fund positioning in NXP was balanced in Q3 2023: 10 funds opened new positions, 10 closed out, 26 added to existing stakes and 18 trimmed.

The largest buyer was UBS Group, adding an estimated $1.37M. The largest seller was 1607 Capital Partners, exiting entirely with an estimated $1.72M sold.

  • 89 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $103M of Nuveen Select Tax-Free Income Portfolio stock for Q3 2023, down 4.6% quarter-over-quarter.
  • 10 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q3 2023 and 10 closed out, a net change of 0 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q3 2023 was UBS Group, an estimated $1.37M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q3 2023 was 1607 Capital Partners, an estimated $1.72M sold.

Based on aggregated 13F filings for Q3 2023.