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Nuveen Quality Municipal Income Fund

271 hedge funds and large institutions have $948M invested in Nuveen Quality Municipal Income Fund in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 96 increasing their positions, 72 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 72

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

1% more funds holding

Funds holding: 268271 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

4% less capital invested

Capital invested by funds: $985M → $948M (-$36.9M)

1.38% less ownership

Funds ownership: 36.73%35.35% (-1.4%)

Holders
271
Holders Change
+3
Holders Change %
+1.12%
% of All Funds
3.9%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
28
Increased
96
Reduced
72
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
226
Blue Bell Private Wealth Management
Pennsylvania
$87.1K +$85.9K +7,600 New
AA
227
Ancora Advisors
Ohio
$84.8K
NSIM
228
North Star Investment Management
Illinois
$81.8K
DAM
229
Delta Asset Management
Tennessee
$80.2K
TH
230
TCTC Holdings
Texas
$78.3K
PTC
231
Private Trust Company
Ohio
$70.7K -$53.8K -4,766 -44%
Fifth Third Bancorp
232
Fifth Third Bancorp
Ohio
$69.1K +$10.1K +892 +17%
CFGS
233
Concourse Financial Group Securities
Alabama
$64.8K
TCM
234
Tradewinds Capital Management
Washington
$57.5K
FCMT
235
Founders Capital Management (Texas)
Texas
$57.3K
CFB
236
Cullen/Frost Bankers
Texas
$52.1K -$58.8K -5,204 -53%
JWA
237
JFS Wealth Advisors
Pennsylvania
$46.1K +$520 +46 +1%
PAM
238
Palisade Asset Management
Minnesota
$43.5K +$42.9K +3,800 New
FHA
239
First Horizon Advisors
Tennessee
$41.2K +$40.6K +3,595 New
Bessemer Group
240
Bessemer Group
New Jersey
$37K -$10.5K -927 -22%
PA
241
Parallel Advisors
California
$36.9K
HCM
242
Highlander Capital Management
New Jersey
$34.8K
UB
243
UMB Bank
Missouri
$34.4K -$9.82K -869 -22%
FWM
244
FSA Wealth Management
Massachusetts
$34.4K
CB
245
CNB Bank
Pennsylvania
$32K
GRP
246
Global Retirement Partners
California
$30K +$45 +4 +0.2%
AF
247
Allworth Financial
California
$29.2K
IGWM
248
ICA Group Wealth Management
Colorado
$24.1K
CSB
249
City State Bank
Iowa
$23K +$22.2K +1,969 New
HI
250
Harbour Investments
Wisconsin
$22.3K +$113 +10 +0.5%

NAD Hedge Fund Activity: Q1 2024 in Review

271 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q1 2024, worth a combined $948M — down 3.7% from $985M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new NAD positions and 22 closed out — a net gain of 6 holders — while 96 added to existing stakes and 72 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $11.4M. The largest seller was Morgan Stanley, cutting an estimated $54.2M.

  • 271 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q1 2024, up from 268 in Q4 2023.
  • Funds reported $948M of Nuveen Quality Municipal Income Fund stock for Q1 2024, down 3.7% quarter-over-quarter.
  • 28 funds opened new Nuveen Quality Municipal Income Fund positions in Q1 2024 and 22 closed out, a net change of +6 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q1 2024 was Karpus Investment Management, an estimated $11.4M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $54.2M sold.

Based on aggregated 13F filings for Q1 2024.