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Nuveen Quality Municipal Income Fund
NAD

161 hedge funds and large institutions have $351M invested in Nuveen Quality Municipal Income Fund in 2017 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

3% more funds holding

Funds holding: 157 → 161 (+4)

4% more capital invested

Capital invested by funds: $337M → $351M (+$14.4M)

0.36% more ownership

Funds ownership: 11.9% → 12.27% (+0.36%)

0% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 43

Holders
161
Holders Change
+4
Holders Change %
+2.55%
% of All Funds
4.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
18
Increased
43
Reduced
43
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$15M
2
Morgan Stanley
Morgan Stanley
New York
+$4.16M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$2.51M
4
Wells Fargo
Wells Fargo
California
+$1.65M
5
RCM
Robinson Capital Management
Michigan
+$1.08M

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$5.01M
2
JP Morgan Chase
JP Morgan Chase
New York
-$2.54M
3
AAM
Advisors Asset Management
Colorado
-$2.03M
4
RCM
Rivernorth Capital Management
Florida
-$1.71M
5
Invesco
Invesco
Georgia
-$1.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$2.03M +$179K +12,562 +10%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$1.84M -$80.2K -5,625 -4%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$1.68M -$214K -15,029 -11%
CIA
29
Capital Investment Advisors
Georgia
$1.66M -$21.3K -1,493 -1%
DA
30
Doliver Advisors
Texas
$1.61M +$54.2K +3,800 +3%
HK
31
Horizon Kinetics
New York
$1.59M -$351K -24,632 -18%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.49M +$44.8K +3,141 +3%
Ameriprise
33
Ameriprise
Minnesota
$1.47M +$8.71K +611 +0.6%
DLG
34
Daniel L. Goodwin
$1.23M +$14 +1 +0%
ICA
35
Infrastructure Capital Advisors
New York
$1.22M – – –
SAM
36
Shamrock Asset Management
Texas
$1.2M – – –
PAG
37
Private Advisor Group
New Jersey
$1.16M +$66.3K +4,651 +6%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$1.15M -$555K -38,905 -33%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$1.14M -$155K -10,889 -12%
GLA
40
Great Lakes Advisors
Illinois
$1.1M – – –
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$1.08M -$829K -58,106 -43%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$996K +$7.79K +546 +0.8%
Creative Planning
43
Creative Planning
Kansas
$916K +$94K +6,590 +11%
FFA
44
First Foundation Advisors
California
$915K +$468K +32,795 +104%
LPL Financial
45
LPL Financial
California
$914K -$6.45K -452 -0.7%
CCWA
46
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$847K – – –
AG
47
Advisor Group
Arizona
$814K -$24.6K -1,726 -3%
GEM
48
Global Endowment Management
North Carolina
$785K -$356K -25,000 -31%
First Trust Advisors
49
First Trust Advisors
Illinois
$776K -$143K -10,000 -15%
ECM
50
Evergreen Capital Management
Washington
$775K – – –
1
2
3 4 5

NAD Hedge Fund Activity: Q3 2017 in Review

161 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q3 2017, worth a combined $351M — up 4.3% from $337M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NAD positions and 13 closed out — a net gain of 5 holders — while 43 added to existing stakes and 43 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $15M. The largest seller was Karpus Investment Management, cutting an estimated $5.01M.

  • 161 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q3 2017, up from 157 in Q2 2017.
  • Funds reported $351M of Nuveen Quality Municipal Income Fund stock for Q3 2017, up 4.3% quarter-over-quarter.
  • 18 funds opened new Nuveen Quality Municipal Income Fund positions in Q3 2017 and 13 closed out, a net change of +5 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q3 2017 was Parametric Portfolio Associates, an estimated $15M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q3 2017 was Karpus Investment Management, an estimated $5.01M sold.

Based on aggregated 13F filings for Q3 2017.