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Nuveen Quality Municipal Income Fund

295 hedge funds and large institutions have $1B invested in Nuveen Quality Municipal Income Fund in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 92 increasing their positions, 76 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 31

21% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 76

10% more capital invested

Capital invested by funds: $909M → $1B (+$90.8M)

4% more funds holding

Funds holding: 285295 (+10)

0.91% less ownership

Funds ownership: 31.41%30.51% (-0.91%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
295
Holders Change
+10
Holders Change %
+3.51%
% of All Funds
3.89%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
45
Increased
92
Reduced
76
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
276
CoreFirst Bank & Trust
Kansas
$11.7K +$12.1K +1,002 New
BWL
277
Bogart Wealth LLC
Virginia
$11K
PWA
278
Provenance Wealth Advisors
Florida
$10.9K
CIBC Private Wealth Group
279
CIBC Private Wealth Group
Georgia
$9.33K -$87.3K -7,251 -90%
ATC
280
Adirondack Trust Company
New York
$7.8K
CTC
281
Central Trust Company
Missouri
$5.99K
LDB
282
Lee, Danner & Bass
Tennessee
$5.83K +$6.02K +500 New
CWP
283
Concord Wealth Partners
Virginia
$5.46K
MWM
284
Mascoma Wealth Management
New Hampshire
$4.89K
SWA
285
SOA Wealth Advisors
New York
$4.58K
SIC
286
Salem Investment Counselors
North Carolina
$3.63K +$3.75K +312 New
DWM
287
Darwin Wealth Management
Florida
$3.59K
CAS
288
Coppell Advisory Solutions
Texas
$3.56K +$3.71K +308 New
MEG
289
Millstone Evans Group
Colorado
$2.54K +$2.62K +218 New
TWC
290
TD Waterhouse Canada
Ontario, Canada
$1.46K +$1.5K +125 New
FFA
291
Farther Finance Advisors
California
$1.46K
HI
292
Human Investing
Oregon
$164 +$168 +14 New
FDW
293
Fourth Dimension Wealth
Ohio
$93 +$96 +8 New
NS
294
NBC Securities
Alabama
$78 -$81.4K -6,766 -100%
EWA
295
EverSource Wealth Advisors
Alabama
$35
Fidelity Investments
296
Fidelity Investments
Massachusetts
$23 +$12 +1 +100%
LSC
297
Logan Stone Capital
Illinois
-$5.18M -418,166 Closed
WANY
298
Wealthspire Advisors (New York)
New York
-$762K -61,514 Closed
CC
299
Centiva Capital
New York
-$713K -57,593 Closed
G
300
GenTrust
Florida
-$560K -44,950 Closed

NAD Hedge Fund Activity: Q4 2024 in Review

295 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q4 2024, worth a combined $1B — up 10% from $909M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new NAD positions and 31 closed out — a net gain of 14 holders — while 92 added to existing stakes and 76 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $7.08M. The largest seller was Karpus Investment Management, cutting an estimated $34.3M.

  • 295 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q4 2024, up from 285 in Q3 2024.
  • Funds reported $1B of Nuveen Quality Municipal Income Fund stock for Q4 2024, up 10% quarter-over-quarter.
  • 45 funds opened new Nuveen Quality Municipal Income Fund positions in Q4 2024 and 31 closed out, a net change of +14 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q4 2024 was Bramshill Investments, an estimated $7.08M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q4 2024 was Karpus Investment Management, an estimated $34.3M sold.

Based on aggregated 13F filings for Q4 2024.