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Nuveen Quality Municipal Income Fund

285 hedge funds and large institutions have $909M invested in Nuveen Quality Municipal Income Fund in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 108 increasing their positions, 64 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 64

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

3% more funds holding

Funds holding: 276285 (+9)

3.95% less ownership

Funds ownership: 35.37%31.41% (-4%)

7% less capital invested

Capital invested by funds: $974M → $909M (-$65M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
285
Holders Change
+9
Holders Change %
+3.26%
% of All Funds
4.09%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
35
Increased
108
Reduced
64
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VC
226
Vestor Capital
Illinois
$115K
PS
227
Principal Securities
Iowa
$114K -$54.3K -4,520 -33%
CIBC Private Wealth Group
228
CIBC Private Wealth Group
Georgia
$99.6K +$25K +2,080 +35%
AA
229
Ancora Advisors
Ohio
$91.6K
PTC
230
Private Trust Company
Ohio
$90K +$13.2K +1,100 +18%
NSIM
231
North Star Investment Management
Illinois
$88.4K
DAM
232
Delta Asset Management
Tennessee
$86.7K
TH
233
TCTC Holdings
Texas
$84.6K
NS
234
NBC Securities
Alabama
$83K +$37.9K +3,156 +87%
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$71K -$228K -18,962 -77%
CFGS
236
Concourse Financial Group Securities
Alabama
$70.1K
GWM
237
Geneos Wealth Management
Colorado
$67K +$64.9K +5,409 New
Fifth Third Bancorp
238
Fifth Third Bancorp
Ohio
$63.6K
TCM
239
Tradewinds Capital Management
Washington
$62.1K
FCMT
240
Founders Capital Management (Texas)
Texas
$61.9K
CJ
241
Caitlin John
Michigan
$60.5K +$768 +64 +1%
CFB
242
Cullen/Frost Bankers
Texas
$56.3K
Bessemer Group
243
Bessemer Group
New Jersey
$53K +$14.1K +1,173 +38%
IA
244
IFP Advisors
Florida
$41.6K -$71.2K -5,934 -64%
PA
245
Parallel Advisors
California
$39.8K
NB
246
NBT Bank
New York
$39.3K +$38.1K +3,172 New
SSB
247
Sandy Spring Bank
Maryland
$37.6K
FWM
248
FSA Wealth Management
Massachusetts
$37.1K +$36K +3,000 New
CB
249
CNB Bank
Pennsylvania
$34.6K
GRP
250
Global Retirement Partners
California
$31.9K +$120 +10 +0.4%

NAD Hedge Fund Activity: Q3 2024 in Review

285 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q3 2024, worth a combined $909M — down 6.7% from $974M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new NAD positions and 24 closed out — a net gain of 11 holders — while 108 added to existing stakes and 64 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $15.4M. The largest seller was Karpus Investment Management, cutting an estimated $65.7M.

  • 285 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q3 2024, up from 276 in Q2 2024.
  • Funds reported $909M of Nuveen Quality Municipal Income Fund stock for Q3 2024, down 6.7% quarter-over-quarter.
  • 35 funds opened new Nuveen Quality Municipal Income Fund positions in Q3 2024 and 24 closed out, a net change of +11 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q3 2024 was Bramshill Investments, an estimated $15.4M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q3 2024 was Karpus Investment Management, an estimated $65.7M sold.

Based on aggregated 13F filings for Q3 2024.