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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
SCM
276
Sollinda Capital Management
Florida
-$440K -38,400 Closed
TW
277
Transform Wealth
Colorado
-$417K -36,425 Closed
WWM
278
Western Wealth Management
Colorado
-$380K -33,198 Closed
Northern Trust
279
Northern Trust
Illinois
-$373K -32,600 Closed
CAM
280
Crestone Asset Management
Colorado
-$293K -25,594 Closed
Creative Planning
281
Creative Planning
Kansas
-$268K -23,375 Closed
ARC
282
Advisor Resource Council
Texas
-$237K -20,700 Closed
AWM
283
AE Wealth Management
Kansas
-$215K -19,517 Closed
BFC
284
Bedel Financial Consulting
Indiana
-$171K -14,895 Closed
MG
285
Marex Group
-$117K -10,200 Closed
OA
286
Operose Advisors
Wisconsin
-$86.2K -7,527 Closed
SL
287
Salomon & Ludwin
Virginia
-$50.7K -5,000 Closed
LFA
288
Livelsberger Financial Advisory
Ohio
-$36.5K -3,192 Closed
WT
289
Whittier Trust
California
-$32.3K -2,818 Closed
FGAM
290
Financial Gravity Asset Management
Texas
-$73.3K -2,001 Closed
AWM
291
Able Wealth Management
New Jersey
-$22K -1,925 Closed
AF
292
Advisornet Financial
Minnesota
-$17.3K -1,512 Closed
NFA
293
Northwest Financial Advisors
Virginia
-$10.1K -879 Closed
Fidelity Investments
294
Fidelity Investments
Massachusetts
-$46 -4 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.