We are live on ! Find out more
NAD icon

Nuveen Quality Municipal Income Fund
NAD

148 hedge funds and large institutions have $370M invested in Nuveen Quality Municipal Income Fund in 2016 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 48 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,200% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 4

1,500% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 3

649% more capital invested

Capital invested by funds: $49.4M → $370M (+$321M)

147% more funds holding

Funds holding: 60 → 148 (+88)

4.05% more ownership

Funds ownership: 8.12% → 12.18% (+4.1%)

Holders
148
Holders Change
+88
Holders Change %
+146.67%
% of All Funds
3.95%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.08%
New
92
Increased
48
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$48.7M
2
KIM
Karpus Investment Management
New York
+$39.8M
3
Wells Fargo
Wells Fargo
California
+$20.1M
4
1CP
1607 Capital Partners
Virginia
+$17.9M
5
GC
Guggenheim Capital
Illinois
+$17.3M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$959K
2
NIM
Northeast Investment Management
Massachusetts
-$315K
3
VKH
Virtu KCG Holdings
New York
-$215K
4
SMH
Sanders Morris Harris
Texas
-$176K
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$170K
Name Holding Trade Value Shares
Change 		Change in
Stake
NPC
26
National Planning Corporation
California
$2.37M +$1.73M +111,358 +206%
TCM
27
Tradewinds Capital Management
Washington
$2.26M +$1.84M +118,788 +378%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$2.15M +$1.43M +91,974 +182%
VC
29
Vicus Capital
Pennsylvania
$2.12M +$1.82M +117,528 +508%
HK
30
Horizon Kinetics
New York
$2.09M +$868K +55,930 +68%
1832 Asset Management
31
1832 Asset Management
Ontario, Canada
$1.96M +$2.02M +130,000 New
JWA
32
JFS Wealth Advisors
Pennsylvania
$1.94M +$1.99M +128,537 New
CIA
33
Capital Investment Advisors
Georgia
$1.83M +$464K +29,877 +33%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$1.59M +$1.59M +102,768 +3,974%
CRC
35
Curi RMB Capital
Illinois
$1.58M +$1.63M +104,762 New
SWP
36
Stratos Wealth Partners
Ohio
$1.38M +$210K +13,505 +17%
First Trust Advisors
37
First Trust Advisors
Illinois
$1.36M +$1.4M +90,371 New
GEM
38
Global Endowment Management
North Carolina
$1.21M +$1.04M +67,089 +508%
RVPG
39
Relative Value Partners Group
$1.15M +$1.19M +76,549 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.06M +$933K +60,145 +599%
IA
41
IFP Advisors
Florida
$1.05M +$877K +56,512 +424%
PAG
42
Private Advisor Group
New Jersey
$1.04M +$536K +34,509 +97%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$1.02M +$1.01M +64,819 +2,290%
DLG
44
Daniel L. Goodwin
$1M +$646K +41,642 +169%
AG
45
Advisor Group
Arizona
$952K +$876K +56,434 +833%
SAM
46
Shamrock Asset Management
Texas
$943K +$971K +62,553 New
CCWA
47
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$915K -$23.8K -1,533 -2%
HCM
48
Hollencrest Capital Management
California
$910K +$699K +45,027 +293%
ICOA
49
Investment Centers of America
North Dakota
$896K +$920K +59,275 New
WAM
50
Wolverine Asset Management
Illinois
$840K +$865K +55,755 New
1
2
3 4 5

NAD Hedge Fund Activity: Q3 2016 in Review

148 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q3 2016, worth a combined $370M — up 649% from $49.4M a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new NAD positions and 4 closed out — a net gain of 88 holders — while 48 added to existing stakes and 3 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $48.7M. The largest seller was Northwestern Mutual Wealth Management, exiting entirely with an estimated $959K sold.

  • 148 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q3 2016, up from 60 in Q2 2016.
  • Funds reported $370M of Nuveen Quality Municipal Income Fund stock for Q3 2016, up 649% quarter-over-quarter.
  • 92 funds opened new Nuveen Quality Municipal Income Fund positions in Q3 2016 and 4 closed out, a net change of +88 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q3 2016 was Morgan Stanley, an estimated $48.7M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q3 2016 was Northwestern Mutual Wealth Management, an estimated $959K sold.

Based on aggregated 13F filings for Q3 2016.