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Nuveen Select Tax-Free Income Portfolio

92 hedge funds and large institutions have $113M invested in Nuveen Select Tax-Free Income Portfolio in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

3% more funds holding

Funds holding: 8992 (+3)

0.65% less ownership

Funds ownership: 17.32%16.67% (-0.65%)

6% less capital invested

Capital invested by funds: $121M → $113M (-$7.59M)

Holders
92
Holders Change
+3
Holders Change %
+3.37%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
26
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$23M +$384K +26,274 +2%
Bank of America
2
Bank of America
North Carolina
$8.92M +$289K +19,828 +3%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$7.88M +$741K +50,727 +10%
Wells Fargo
4
Wells Fargo
California
$7.8M -$376K -25,724 -5%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$7.38M +$30.5K +2,088 +0.4%
SI
6
Stephens Inc
Arkansas
$6.96M +$89.1K +6,100 +1%
Morgan Stanley
7
Morgan Stanley
New York
$5.92M -$6.27M -429,686 -51%
AAM
8
Advisors Asset Management
Colorado
$5.4M -$546K -37,368 -9%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$3.11M +$288K +19,733 +10%
VanEck Associates
10
VanEck Associates
New York
$3.03M -$699K -47,847 -19%
PFS
11
Prospera Financial Services
Texas
$2.83M +$139K +9,554 +5%
RJA
12
Raymond James & Associates
Florida
$2.1M +$8K +548 +0.4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.98M +$416K +28,516 +26%
GC
14
Guggenheim Capital
Illinois
$1.87M +$1.06M +72,599 +127%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$1.83M
AFS
16
Access Financial Services
Minnesota
$1.57M -$15.3K -1,050 -1%
MWM
17
Melfa Wealth Management
Massachusetts
$1.46M +$1.3K +89 +0.1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.4M -$17.2K -1,179 -1%
LPL Financial
19
LPL Financial
California
$1.09M +$24.1K +1,653 +2%
Osaic Holdings
20
Osaic Holdings
Arizona
$990K +$116K +7,936 +13%
FLPIM
21
F.L. Putnam Investment Management
Massachusetts
$828K -$45.4K -3,107 -5%
Ameriprise
22
Ameriprise
Minnesota
$815K -$37.1K -2,544 -4%
Truist Financial
23
Truist Financial
North Carolina
$807K +$14.6K +1,000 +2%
Comerica Bank
24
Comerica Bank
Texas
$804K -$47.1K -3,224 -5%
CIA
25
Capital Investment Advisors
Georgia
$795K -$1.46K -100 -0.2%

NXP Hedge Fund Activity: Q1 2024 in Review

92 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q1 2024, worth a combined $113M — down 6.3% from $121M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NXP positions and 9 closed out — a net gain of 3 holders — while 26 added to existing stakes and 21 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.06M. The largest seller was Morgan Stanley, cutting an estimated $6.27M.

  • 92 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q1 2024, up from 89 in Q4 2023.
  • Funds reported $113M of Nuveen Select Tax-Free Income Portfolio stock for Q1 2024, down 6.3% quarter-over-quarter.
  • 12 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q1 2024 and 9 closed out, a net change of +3 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q1 2024 was Guggenheim Capital, an estimated $1.06M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q1 2024 was Morgan Stanley, an estimated $6.27M sold.

Based on aggregated 13F filings for Q1 2024.