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Nuveen Quality Municipal Income Fund
NAD

157 hedge funds and large institutions have $337M invested in Nuveen Quality Municipal Income Fund in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

14% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 43

8% more capital invested

Capital invested by funds: $311M → $337M (+$25.8M)

2% more funds holding

Funds holding: 154 → 157 (+3)

0.64% more ownership

Funds ownership: 11.26% → 11.9% (+0.64%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
157
Holders Change
+3
Holders Change %
+1.95%
% of All Funds
3.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
49
Reduced
43
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
Parametric Portfolio Associates
Washington
+$20.4M
2
Morgan Stanley
Morgan Stanley
New York
+$4.89M
3
KIM
Karpus Investment Management
New York
+$2.25M
4
Wells Fargo
Wells Fargo
California
+$1.93M
5
VanEck Associates
VanEck Associates
New York
+$847K

Top Sellers

1
LPL Financial
LPL Financial
California
-$4.79M
2
JP Morgan Chase
JP Morgan Chase
New York
-$3.01M
3
GC
Guggenheim Capital
Illinois
-$2.78M
4
Invesco
Invesco
Georgia
-$2.47M
5
UBS Group
UBS Group
Switzerland
-$2.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
HK
26
Horizon Kinetics
New York
$1.92M – – –
RJFSA
27
Raymond James Financial Services Advisors
Florida
$1.9M +$71.8K +5,150 +4%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$1.88M -$472K -33,854 -20%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$1.88M +$273K +19,605 +17%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.83M +$32.6K +2,339 +2%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$1.68M -$23.3K -1,668 -1%
CIA
32
Capital Investment Advisors
Georgia
$1.66M -$3.68K -264 -0.2%
ACA
33
Ackerman Capital Advisors
Texas
$1.54M +$1.53M +109,923 New
DA
34
Doliver Advisors
Texas
$1.54M +$506K +36,278 +50%
Ameriprise
35
Ameriprise
Minnesota
$1.44M +$9.09K +652 +0.6%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1.43M +$13.7K +985 +1%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$1.28M +$213K +15,255 +20%
DLG
38
Daniel L. Goodwin
$1.21M – – –
ICA
39
Infrastructure Capital Advisors
New York
$1.2M – – –
SAM
40
Shamrock Asset Management
Texas
$1.19M +$283K +20,302 +31%
GEM
41
Global Endowment Management
North Carolina
$1.13M – – –
PAG
42
Private Advisor Group
New Jersey
$1.1M +$98.1K +7,035 +10%
GLA
43
Great Lakes Advisors
Illinois
$1.09M +$26.1K +1,872 +2%
SWP
44
Stratos Wealth Partners
Ohio
$1.06M +$5.28K +379 +0.5%
BFEC
45
Benjamin F. Edwards & Company
Missouri
$978K -$117K -8,378 -11%
LPL Financial
46
LPL Financial
California
$911K -$4.79M -343,420 -84%
First Trust Advisors
47
First Trust Advisors
Illinois
$909K -$21.9K -1,574 -2%
CCWA
48
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$838K – – –
AG
49
Advisor Group
Arizona
$829K -$12.5K -894 -1%
Creative Planning
50
Creative Planning
Kansas
$813K +$41.5K +2,975 +5%
1
2
3 4 5

NAD Hedge Fund Activity: Q2 2017 in Review

157 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q2 2017, worth a combined $337M — up 8.3% from $311M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new NAD positions and 9 closed out — a net gain of 5 holders — while 49 added to existing stakes and 43 trimmed.

The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $20.4M. The largest seller was LPL Financial, cutting an estimated $4.79M.

  • 157 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q2 2017, up from 154 in Q1 2017.
  • Funds reported $337M of Nuveen Quality Municipal Income Fund stock for Q2 2017, up 8.3% quarter-over-quarter.
  • 14 funds opened new Nuveen Quality Municipal Income Fund positions in Q2 2017 and 9 closed out, a net change of +5 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q2 2017 was Parametric Portfolio Associates, an estimated $20.4M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q2 2017 was LPL Financial, an estimated $4.79M sold.

Based on aggregated 13F filings for Q2 2017.