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Nuveen Select Tax-Free Income Portfolio

86 hedge funds and large institutions have $128M invested in Nuveen Select Tax-Free Income Portfolio in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 15

5% more capital invested

Capital invested by funds: $123M → $128M (+$5.7M)

0.44% more ownership

Funds ownership: 17.48%17.92% (+0.44%)

4% less funds holding

Funds holding: 9086 (-4)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
86
Holders Change
-4
Holders Change %
-4.44%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
28
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$23.2M +$236K +15,932 +1%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$14.5M +$4.42M +298,219 +45%
GC
3
Guggenheim Capital
Illinois
$7.99M +$877K +59,204 +13%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$7.85M +$57.8K +3,897 +0.8%
Wells Fargo
5
Wells Fargo
California
$7.8M -$90.6K -6,112 -1%
SI
6
Stephens Inc
Arkansas
$7.49M -$14.8K -1,000 -0.2%
Bank of America
7
Bank of America
North Carolina
$7M -$124K -8,334 -2%
Morgan Stanley
8
Morgan Stanley
New York
$6.97M +$230K +15,526 +3%
Raymond James Financial
9
Raymond James Financial
Florida
$4.55M +$4.45M +300,100 New
AAM
10
Advisors Asset Management
Colorado
$3.15M -$654K -44,123 -18%
VanEck Associates
11
VanEck Associates
New York
$3.14M +$71.4K +4,815 +2%
PFS
12
Prospera Financial Services
Texas
$2.94M -$57.5K -3,879 -2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.45M +$432K +29,161 +22%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$2.08M +$651K +43,948 +47%
AFS
15
Access Financial Services
Minnesota
$1.63M
LPL Financial
16
LPL Financial
California
$1.6M +$299K +20,188 +24%
Ameriprise
17
Ameriprise
Minnesota
$1.59M -$32.5K -2,194 -2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.54M +$47.1K +3,179 +3%
MWM
19
Melfa Wealth Management
Massachusetts
$1.36M -$146K -9,843 -10%
HCC
20
Hirtle Callaghan & Co
Pennsylvania
$958K
Truist Financial
21
Truist Financial
North Carolina
$919K +$19.3K +1,300 +2%
AF
22
Advisornet Financial
Minnesota
$863K +$64.1K +4,325 +8%
CIA
23
Capital Investment Advisors
Georgia
$817K -$4.7K -317 -0.6%
BAM
24
Broyhill Asset Management
North Carolina
$800K +$783K +52,807 New
Comerica Bank
25
Comerica Bank
Texas
$793K

NXP Hedge Fund Activity: Q4 2024 in Review

86 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q4 2024, worth a combined $128M — up 4.7% from $123M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of NXP and 7 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 28 added.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $4.42M. The largest seller was PNC Financial Services Group, exiting entirely with an estimated $1.91M sold.

  • 86 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q4 2024, down from 90 in Q3 2024.
  • Funds reported $128M of Nuveen Select Tax-Free Income Portfolio stock for Q4 2024, up 4.7% quarter-over-quarter.
  • 7 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q4 2024 and 8 closed out, a net change of -1 holder.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q4 2024 was Hennion & Walsh Asset Management, an estimated $4.42M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q4 2024 was PNC Financial Services Group, an estimated $1.91M sold.

Based on aggregated 13F filings for Q4 2024.