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Nuveen Quality Municipal Income Fund

253 hedge funds and large institutions have $735M invested in Nuveen Quality Municipal Income Fund in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 83 increasing their positions, 65 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 65

5% more capital invested

Capital invested by funds: $700M → $735M (+$35.2M)

1.72% more ownership

Funds ownership: 26.21%27.93% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

1% less funds holding

Funds holding: 256253 (-3)

Holders
253
Holders Change
-3
Holders Change %
-1.17%
% of All Funds
3.97%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
18
Increased
83
Reduced
65
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JMF
226
Johnson Midwest Financial
Iowa
$45K +$124 +11 +0.3%
KTC
227
Kistler-Tiffany Companies
Pennsylvania
$44.5K +$25.3K +2,247 +132%
BAAM
228
Baker Avenue Asset Management
California
$39.4K
PA
229
Parallel Advisors
California
$36.3K
Bessemer Group
230
Bessemer Group
New Jersey
$36K +$2.29K +203 +7%
HCM
231
Highlander Capital Management
New Jersey
$34K
WB
232
Webster Bank
Connecticut
$30K
GRP
233
Global Retirement Partners
California
$29.3K +$23 +2 +0.1%
AF
234
Allworth Financial
California
$28.7K
FIA
235
FNY Investment Advisers
New York
$20K
HI
236
Harbour Investments
Wisconsin
$19.8K -$2.89K -257 -13%
PFBT
237
Parkside Financial Bank & Trust
Missouri
$18.6K +$18.6K +1,650 New
MTIC
238
Missouri Trust & Investment Company
Missouri
$16.8K +$16.8K +1,489 New
LWA
239
Lowe Wealth Advisors
Maryland
$13.9K
PB
240
Pinnacle Bancorp
Nebraska
$13.3K
HFM
241
Hartford Financial Management
Connecticut
$13.2K
MA
242
Montag & Associates
Georgia
$12.9K
CTC
243
Central Trust Company
Missouri
$11.6K
TFM
244
TFC Financial Management
Massachusetts
$11.5K
FMP
245
Financial Management Professionals
Texas
$10K +$101 +9 +1%
SIS
246
Sound Income Strategies
Florida
$9.42K +$9.41K +836 New
CWP
247
Concord Wealth Partners
Virginia
$8.1K -$13.7K -1,220 -63%
ATC
248
Adirondack Trust Company
New York
$7.53K
SWM
249
Sugarloaf Wealth Management
Georgia
$5.26K
MWM
250
Mascoma Wealth Management
New Hampshire
$4.6K

NAD Hedge Fund Activity: Q2 2023 in Review

253 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q2 2023, worth a combined $735M — up 5% from $700M a quarter earlier.

Fund positioning in NAD was balanced in Q2 2023: 18 funds opened new positions, 18 closed out, 83 added to existing stakes and 65 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $33.1M. The largest seller was Guggenheim Capital, cutting an estimated $15.7M.

  • 253 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q2 2023, down from 256 in Q1 2023.
  • Funds reported $735M of Nuveen Quality Municipal Income Fund stock for Q2 2023, up 5% quarter-over-quarter.
  • 18 funds opened new Nuveen Quality Municipal Income Fund positions in Q2 2023 and 18 closed out, a net change of 0 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q2 2023 was Karpus Investment Management, an estimated $33.1M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q2 2023 was Guggenheim Capital, an estimated $15.7M sold.

Based on aggregated 13F filings for Q2 2023.