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Nuveen Quality Municipal Income Fund

240 hedge funds and large institutions have $814M invested in Nuveen Quality Municipal Income Fund in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 78 increasing their positions, 39 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 39

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

6% more funds holding

Funds holding: 226240 (+14)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% less capital invested

Capital invested by funds: $815M → $814M (-$1.62M)

1.45% less ownership

Funds ownership: 26.51%25.05% (-1.5%)

Holders
240
Holders Change
+14
Holders Change %
+6.19%
% of All Funds
4.25%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
36
Increased
78
Reduced
39
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
226
Northern Trust
Illinois
$6K
Bessemer Group
227
Bessemer Group
New Jersey
$6K +$5.57K +377 New
SWA
228
SOA Wealth Advisors
New York
$6K +$5.81K +393 New
WLPWM
229
Walled Lake Planning & Wealth Management
Illinois
$5K -$4.93K -334 -49%
CFN
230
Cordasco Financial Network
Florida
$5K
PAM
231
Panagora Asset Management
Massachusetts
$4K -$20.1K -1,358 -83%
CB
232
Community Bank
New York
$4K +$3.47K +235 New
HIA
233
Harbor Investment Advisory
Maryland
$3K
AWM
234
Accel Wealth Management
Iowa
$3K +$2.76K +187 New
DSC
235
Duncker Streett & Co
Missouri
$2K
SC
236
Sawyer & Company
Massachusetts
$2K
WFI
237
West Family Investments
California
$575
CBTWT
238
Community Bank & Trust (Waco, Texas)
Texas
$196
TI
239
tru Independence
Oregon
$95 +$90.9K +6,155 New
EVM
240
Eaton Vance Management
Massachusetts
-$10.8M -743,793 Closed
PCM
241
PenderFund Capital Management
British Columbia, Canada
-$3.88M -200,000 Closed
OPS
242
Orion Portfolio Solutions
Nebraska
-$396K -27,286 Closed
EPA
243
Element Pointe Advisors
Florida
-$375K -25,875 Closed
AC
244
Avestar Capital
New York
-$280K -19,478 Closed
LA
245
LVW Advisors
New York
-$219K -15,075 Closed
MFW
246
Meristem Family Wealth
Minnesota
-$206K -14,200 Closed
CCT
247
Capital City Trust
Florida
-$200K -13,744 Closed
CCG
248
Cypress Capital Group
Florida
-$194K -13,332 Closed
BAAM
249
Baker Avenue Asset Management
California
-$186K -12,813 Closed
APSP
250
Asset Planning Services (Pennsylvania)
Pennsylvania
-$176K -12,144 Closed

NAD Hedge Fund Activity: Q4 2020 in Review

240 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q4 2020, worth a combined $814M — down 0.2% from $815M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new NAD positions and 21 closed out — a net gain of 15 holders — while 78 added to existing stakes and 39 trimmed.

The largest buyer was Veritable, adding an estimated $10.3M. The largest seller was Karpus Investment Management, cutting an estimated $50.8M.

  • 240 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q4 2020, up from 226 in Q3 2020.
  • Funds reported $814M of Nuveen Quality Municipal Income Fund stock for Q4 2020, down 0.2% quarter-over-quarter.
  • 36 funds opened new Nuveen Quality Municipal Income Fund positions in Q4 2020 and 21 closed out, a net change of +15 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q4 2020 was Veritable, an estimated $10.3M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q4 2020 was Karpus Investment Management, an estimated $50.8M sold.

Based on aggregated 13F filings for Q4 2020.