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Nuveen Quality Municipal Income Fund
NAD

240 hedge funds and large institutions have $814M invested in Nuveen Quality Municipal Income Fund in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 78 increasing their positions, 39 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 39

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

6% more funds holding

Funds holding: 226 → 240 (+14)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0% less capital invested

Capital invested by funds: $815M → $814M (-$1.62M)

1.45% less ownership

Funds ownership: 26.51% → 25.05% (-1.5%)

Holders
240
Holders Change
+14
Holders Change %
+6.19%
% of All Funds
4.25%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
36
Increased
78
Reduced
39
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
V
Veritable
Delaware
+$10.3M
2
BI
Bramshill Investments
Florida
+$8.06M
3
UBS Group
UBS Group
Switzerland
+$5.13M
4
RVPG
Relative Value Partners Group
+$1.75M
5
Wells Fargo
Wells Fargo
California
+$1.74M

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$50.8M
2
EVM
Eaton Vance Management
Massachusetts
-$10.8M
3
PPA
Parametric Portfolio Associates
Washington
-$7.08M
4
PCM
PenderFund Capital Management
British Columbia, Canada
-$3.88M
5
1CP
1607 Capital Partners
Virginia
-$2.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
26
Dakota Wealth Management
Florida
$4.15M -$1.58M -107,092 -28%
JWA
27
JFS Wealth Advisors
Pennsylvania
$3.96M +$21K +1,419 +0.6%
Stifel Financial
28
Stifel Financial
Missouri
$3.77M -$46.8K -3,170 -1%
CIA
29
Capital Investment Advisors
Georgia
$3.65M +$649K +43,907 +23%
CPC
30
Congress Park Capital
New York
$3.63M +$1.12M +76,000 +48%
6M
31
6 Meridian
Kansas
$3.37M +$13.9K +938 +0.4%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$3.33M -$1.65M -111,388 -34%
IWA
33
IBEX Wealth Advisors
New Jersey
$3.15M +$38.2K +2,588 +1%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$2.97M +$148K +10,032 +5%
SC
35
Savant Capital
Illinois
$2.85M +$66.5K +4,500 +2%
KAS
36
Kestra Advisory Services
Texas
$2.81M +$1.14M +77,289 +72%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$2.69M -$327K -22,138 -11%
RJA
38
Raymond James & Associates
Florida
$2.68M +$44.6K +3,020 +2%
Invesco
39
Invesco
Georgia
$2.64M -$198K -13,425 -7%
HKAM
40
Horizon Kinetics Asset Management
New York
$2.62M – – –
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$2.53M -$396K -26,782 -14%
1CP
42
1607 Capital Partners
Virginia
$2.33M -$2.01M -136,300 -47%
IWM
43
IHT Wealth Management
Illinois
$2.27M – – –
LPL Financial
44
LPL Financial
California
$2.17M +$6.15K +416 +0.3%
Ameriprise
45
Ameriprise
Minnesota
$1.99M +$5.05K +342 +0.3%
UCFA
46
United Capital Financial Advisors
Texas
$1.98M – – –
Allianz Asset Management
47
Allianz Asset Management
Germany
$1.94M – – –
UR
48
USCA RIA
Texas
$1.93M +$73.9K +5,000 +4%
APA
49
Allegiant Private Advisors
Florida
$1.88M +$1.81M +122,594 New
PAG
50
Private Advisor Group
New Jersey
$1.85M +$122K +8,235 +7%
1
2
3 4 5

NAD Hedge Fund Activity: Q4 2020 in Review

240 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q4 2020, worth a combined $814M — down 0.2% from $815M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new NAD positions and 21 closed out — a net gain of 15 holders — while 78 added to existing stakes and 39 trimmed.

The largest buyer was Veritable, adding an estimated $10.3M. The largest seller was Karpus Investment Management, cutting an estimated $50.8M.

  • 240 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q4 2020, up from 226 in Q3 2020.
  • Funds reported $814M of Nuveen Quality Municipal Income Fund stock for Q4 2020, down 0.2% quarter-over-quarter.
  • 36 funds opened new Nuveen Quality Municipal Income Fund positions in Q4 2020 and 21 closed out, a net change of +15 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q4 2020 was Veritable, an estimated $10.3M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q4 2020 was Karpus Investment Management, an estimated $50.8M sold.

Based on aggregated 13F filings for Q4 2020.