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Nuveen Select Tax-Free Income Portfolio

93 hedge funds and large institutions have $112M invested in Nuveen Select Tax-Free Income Portfolio in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

1% more funds holding

Funds holding: 9293 (+1)

0% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 26

0.16% less ownership

Funds ownership: 16.67%16.51% (-0.16%)

1% less capital invested

Capital invested by funds: $113M → $112M (-$676K)

Holders
93
Holders Change
+1
Holders Change %
+1.09%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
26
Reduced
26
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$21.6M -$1.36M -95,416 -6%
Wells Fargo
2
Wells Fargo
California
$7.63M -$195K -13,681 -3%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$7.46M -$443K -31,070 -6%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$7.4M -$4.28K -300 -0.1%
SI
5
Stephens Inc
Arkansas
$7.19M +$196K +13,780 +3%
Bank of America
6
Bank of America
North Carolina
$6.77M -$2.14M -150,219 -24%
Morgan Stanley
7
Morgan Stanley
New York
$5.94M +$6K +421 +0.1%
AAM
8
Advisors Asset Management
Colorado
$4.69M -$715K -50,155 -13%
GC
9
Guggenheim Capital
Illinois
$3.55M +$1.64M +115,045 +89%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$3.22M +$101K +7,064 +3%
VanEck Associates
11
VanEck Associates
New York
$2.95M -$96K -6,739 -3%
PFS
12
Prospera Financial Services
Texas
$2.86M +$25.3K +1,779 +0.9%
RJA
13
Raymond James & Associates
Florida
$2.06M -$47.8K -3,353 -2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.94M -$39.5K -2,774 -2%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$1.83M
AFS
16
Access Financial Services
Minnesota
$1.56M -$14.2K -1,000 -0.9%
MWM
17
Melfa Wealth Management
Massachusetts
$1.47M -$1.79K -126 -0.1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.38M -$23.3K -1,638 -2%
Ameriprise
19
Ameriprise
Minnesota
$1.1M +$278K +19,494 +35%
LPL Financial
20
LPL Financial
California
$1.09M -$5.67K -398 -0.5%
Truist Financial
21
Truist Financial
North Carolina
$849K +$38.7K +2,715 +5%
Comerica Bank
22
Comerica Bank
Texas
$834K +$27.7K +1,946 +3%
FLPIM
23
F.L. Putnam Investment Management
Massachusetts
$816K -$14.9K -1,047 -2%
CIA
24
Capital Investment Advisors
Georgia
$789K -$8.69K -610 -1%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$660K +$467K +32,753 +256%

NXP Hedge Fund Activity: Q2 2024 in Review

93 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q2 2024, worth a combined $112M — down 0.6% from $113M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NXP positions and 5 closed out — a net gain of 2 holders — while 26 added to existing stakes and 26 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.64M. The largest seller was Bank of America, cutting an estimated $2.14M.

  • 93 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q2 2024, up from 92 in Q1 2024.
  • Funds reported $112M of Nuveen Select Tax-Free Income Portfolio stock for Q2 2024, down 0.6% quarter-over-quarter.
  • 7 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q2 2024 and 5 closed out, a net change of +2 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q2 2024 was Guggenheim Capital, an estimated $1.64M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q2 2024 was Bank of America, an estimated $2.14M sold.

Based on aggregated 13F filings for Q2 2024.