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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
S
251
Sachetta
Massachusetts
$21.1K
WB
252
Webster Bank
Connecticut
$19.4K -$11K -972 -37%
OP
253
ORG Partners
Indiana
$16.7K +$16.6K +1,470 New
BF
254
BOK Financial
Oklahoma
$16.5K
LWA
255
Lowe Wealth Advisors
Maryland
$14.1K
HFM
256
Hartford Financial Management
Connecticut
$13.5K
MA
257
Montag & Associates
Georgia
$13.2K
TFM
258
TFC Financial Management
Massachusetts
$11.7K
FMP
259
Financial Management Professionals
Texas
$11K +$124 +11 +1%
AEPWM
260
Atlantic Edge Private Wealth Management
Florida
$10.7K +$10.6K +935 New
CIBC Private Wealth Group
261
CIBC Private Wealth Group
Georgia
$9.01K +$8.98K +795 New
FUBT
262
First United Bank & Trust
Maryland
$8.02K -$2.26K -200 -22%
ATC
263
Adirondack Trust Company
New York
$7.67K
HIA
264
Harbor Investment Advisory
Maryland
$6.13K -$14.9K -1,318 -71%
CTC
265
Central Trust Company
Missouri
$5.89K
CWP
266
Concord Wealth Partners
Virginia
$5.37K -$1.13K -100 -18%
MWM
267
Mascoma Wealth Management
New Hampshire
$4.8K
SWA
268
SOA Wealth Advisors
New York
$4.5K
DSC
269
Duncker Streett & Co
Missouri
$1.15K
TRCT
270
Tower Research Capital (TRC)
New York
$882 +$870 +77 New
EWA
271
EverSource Wealth Advisors
Alabama
$33 +$34 +3 New
FIA
272
FNY Investment Advisers
New York
$20 +$20.3K +1,800 New
WAM
273
Weiss Asset Management
Massachusetts
-$913K -79,760 Closed
Susquehanna International Group
274
Susquehanna International Group
Pennsylvania
-$705K -61,531 Closed
CIAS
275
Capital Investment Advisory Services
North Carolina
-$472K -41,195 Closed

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.