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Nuveen Select Tax-Free Income Portfolio

90 hedge funds and large institutions have $123M invested in Nuveen Select Tax-Free Income Portfolio in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

9% more capital invested

Capital invested by funds: $112M → $123M (+$10.3M)

0.97% more ownership

Funds ownership: 16.51%17.48% (+0.97%)

3% less funds holding

Funds holding: 9390 (-3)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
90
Holders Change
-3
Holders Change %
-3.23%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
26
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$22.9M +$317K +21,376 +1%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$9.95M +$2.13M +143,447 +28%
Wells Fargo
3
Wells Fargo
California
$7.87M -$81.6K -5,505 -1%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$7.77M +$57.6K +3,885 +0.8%
SI
5
Stephens Inc
Arkansas
$7.49M -$7.41K -500 -0.1%
Bank of America
6
Bank of America
North Carolina
$7.11M +$50.2K +3,386 +0.7%
GC
7
Guggenheim Capital
Illinois
$7.07M +$3.31M +223,271 +91%
Morgan Stanley
8
Morgan Stanley
New York
$6.72M +$514K +34,701 +8%
AAM
9
Advisors Asset Management
Colorado
$3.81M -$1.06M -71,775 -22%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$3.3M -$60K -4,048 -2%
VanEck Associates
11
VanEck Associates
New York
$3.03M -$12.3K -831 -0.4%
PFS
12
Prospera Financial Services
Texas
$2.99M +$4.27K +288 +0.1%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2M -$25.2K -1,699 -1%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$1.91M
AFS
15
Access Financial Services
Minnesota
$1.63M
Ameriprise
16
Ameriprise
Minnesota
$1.62M +$464K +31,342 +41%
MWM
17
Melfa Wealth Management
Massachusetts
$1.51M -$18.2K -1,229 -1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.49M +$48.7K +3,289 +3%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$1.4M +$710K +47,900 +105%
LPL Financial
20
LPL Financial
California
$1.29M +$153K +10,359 +14%
RJA
21
Raymond James & Associates
Florida
$1.06M -$1.06M -71,870 -51%
Truist Financial
22
Truist Financial
North Carolina
$897K +$11.9K +800 +1%
CIA
23
Capital Investment Advisors
Georgia
$820K -$3.47K -234 -0.4%
AF
24
Advisornet Financial
Minnesota
$795K +$119K +8,030 +18%
Comerica Bank
25
Comerica Bank
Texas
$791K -$77.4K -5,225 -9%

NXP Hedge Fund Activity: Q3 2024 in Review

90 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q3 2024, worth a combined $123M — up 9.2% from $112M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of NXP and 8 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 26 added.

The largest buyer was Guggenheim Capital, adding an estimated $3.31M. The largest seller was Raymond James & Associates, cutting an estimated $1.06M.

  • 90 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q3 2024, down from 93 in Q2 2024.
  • Funds reported $123M of Nuveen Select Tax-Free Income Portfolio stock for Q3 2024, up 9.2% quarter-over-quarter.
  • 8 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q3 2024 and 9 closed out, a net change of -1 holder.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q3 2024 was Guggenheim Capital, an estimated $3.31M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q3 2024 was Raymond James & Associates, an estimated $1.06M sold.

Based on aggregated 13F filings for Q3 2024.