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Nuveen Select Tax-Free Income Portfolio

89 hedge funds and large institutions have $121M invested in Nuveen Select Tax-Free Income Portfolio in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $103M → $121M (+$17.1M)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0.83% more ownership

Funds ownership: 16.49%17.32% (+0.83%)

0% more funds holding

Funds holding: 8989 (0)

0% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 23

Holders
89
Holders Change
Holders Change %
0%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
23
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$23.1M -$221K -15,876 -1%
Morgan Stanley
2
Morgan Stanley
New York
$12.4M +$5.42M +389,188 +86%
Bank of America
3
Bank of America
North Carolina
$8.83M +$278K +19,925 +3%
Wells Fargo
4
Wells Fargo
California
$8.37M -$189K -13,544 -2%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$7.52M -$38.6K -2,769 -0.5%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$7.32M +$1.3M +93,348 +23%
SI
7
Stephens Inc
Arkansas
$7.04M +$171K +12,300 +3%
AAM
8
Advisors Asset Management
Colorado
$6.08M +$787K +56,475 +16%
VanEck Associates
9
VanEck Associates
New York
$3.81M +$476K +34,173 +15%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.89M +$273K +19,595 +11%
PFS
11
Prospera Financial Services
Texas
$2.75M +$2.6M +186,287 New
RJA
12
Raymond James & Associates
Florida
$2.14M +$60.7K +4,359 +3%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$1.87M -$66K -4,736 -4%
AFS
14
Access Financial Services
Minnesota
$1.62M -$2.44K -175 -0.2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.6M -$401K -28,746 -21%
MWM
16
Melfa Wealth Management
Massachusetts
$1.49M -$1.2K -86 -0.1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.45M -$37.5K -2,694 -3%
LPL Financial
18
LPL Financial
California
$1.09M -$308K -22,120 -23%
Osaic Holdings
19
Osaic Holdings
Arizona
$896K +$56.3K +4,041 +7%
FLPIM
20
F.L. Putnam Investment Management
Massachusetts
$894K -$367K -26,364 -30%
Ameriprise
21
Ameriprise
Minnesota
$872K +$90.9K +6,527 +12%
Comerica Bank
22
Comerica Bank
Texas
$870K +$187K +13,437 +30%
GC
23
Guggenheim Capital
Illinois
$844K +$389K +27,952 +96%
CIA
24
Capital Investment Advisors
Georgia
$816K -$2.58K -185 -0.3%
Truist Financial
25
Truist Financial
North Carolina
$811K

NXP Hedge Fund Activity: Q4 2023 in Review

89 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q4 2023, worth a combined $121M — up 17% from $103M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NXP positions and 11 closed out — a net gain of 1 holder — while 23 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.42M. The largest seller was United Capital Financial Advisors, cutting an estimated $1.91M.

  • 89 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $121M of Nuveen Select Tax-Free Income Portfolio stock for Q4 2023, up 17% quarter-over-quarter.
  • 12 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q4 2023 and 11 closed out, a net change of +1 holder.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q4 2023 was Morgan Stanley, an estimated $5.42M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q4 2023 was United Capital Financial Advisors, an estimated $1.91M sold.

Based on aggregated 13F filings for Q4 2023.