Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NUVEEN SELECT MAT MUN FD (NIM)

52 + Investors. Track Smart Money conviction in NIM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
3Q ▲
Buyers last Q
54%

Smart Money Signals — NIM

Based on 52 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added NIM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
52 funds currently hold this stock — 90% of the 3.0-year high of 58 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 7% fewer funds vs a year ago

fund count last 6Q
4 fewer hedge funds hold NIM compared to a year ago (-7% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 54% buying

25 buying21 selling
Last quarter: 25 funds bought or added vs 21 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 5 → 3 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 19% medium ■ 13% new
35 out of 52 hedge funds have held NIM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~8 new funds/quarter

10 → 3 → 5 → 3 → 8 new funds/Q
New funds entering each quarter: 3 → 5 → 3 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 10% 1-2yr ■ 25% new
Of 52 current holders: 34 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
10 of 52 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: NIM

How many hedge funds hold NIM — quarterly history vs. share price
Quarterly hedge fund ownership of NIM vs. share price

Market Analysis: NIM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NIM

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: NIM
2026 Q1 Stats Unlock in 18 days 52 + Investors

Track Smart Money conviction in NIM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 52 50 4.0%
13F Shares 5M 5M -2.49%
Total Value $45M $46M -1.81%
New Positions 8 3 +5
Increased Positions 17 19 -2
Closed Positions 6 2 +4
Reduced Positions 15 12 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NIM

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

52 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NIM. Verified SEC 13F-HR filings.

Top 18 institutional holders of NIM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Whipplewood Advisors, LLC 0.75% 153,276 $1.4M
2 Worthington Financial Partners, LLC 0.24% 28,969 $274K
3 Hickory Point Bank & Trust 0.17% 26,500 $250K
4 Sightline Wealth Advisors, LLC 0.06% 14,765 $140K
5 UHLMANN PRICE SECURITIES, LLC 0.06% 92,138 $871K
6 Cerro Pacific Wealth Advisors LLC 0.03% 11,400 $108K
7 Anchor Investment Management, LLC 0.02% 31,553 $298K
8 SAX WEALTH ADVISORS, LLC 0.01% 18,240 $170K
9 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 0.01% 11,500 —
10 STEPHENS INC /AR/ 0.00% 41,500 $392K
11 IFP Advisors, Inc 0.00% 23,134 $219K
12 Avior Wealth Management, LLC 0.00% 16,066 $152K
13 Stratos Wealth Partners, LTD. 0.00% 15,200 $144K
14 Midwest Trust Co 0.00% 11,595 $110K
15 DAVENPORT & Co LLC 0.00% 18,757 $177K
16 Cambridge Investment Research Advisors, Inc. 0.00% 24,443 —
17 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 24,627 $233K
18 TRUIST FINANCIAL CORP 0.00% 22,571 $213K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — NUVEEN SELECT MAT MUN FD (NIM)

What does the Smart Money Trend signal show for NIM?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added NIM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for NIM?

Slight buying edge — 54% buying: Last quarter: 25 funds bought or added vs 21 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for NIM holders?

Strong quality — 33% AUM from major funds: 10 of 52 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held NIM?

67% of holders stayed for 2+ years: 35 out of 52 hedge funds have held NIM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.