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Nuveen Quality Municipal Income Fund
NAD

271 hedge funds and large institutions have $862M invested in Nuveen Quality Municipal Income Fund in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 80 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 21

54% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 52

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

9% more funds holding

Funds holding: 249 → 271 (+22)

4% more capital invested

Capital invested by funds: $826M → $862M (+$35.7M)

0.25% more ownership

Funds ownership: 22.68% → 22.93% (+0.25%)

Holders
271
Holders Change
+22
Holders Change %
+8.84%
% of All Funds
4.17%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
46
Increased
80
Reduced
52
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$4.72M
2
SIA
Sit Investment Associates
Minnesota
+$4.69M
3
BI
Bramshill Investments
Florida
+$3.75M
4
RCM
Rivernorth Capital Management
Florida
+$2.84M
5
Morgan Stanley
Morgan Stanley
New York
+$2.29M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$15.2M
2
PPA
Parametric Portfolio Associates
Washington
-$9.71M
3
UBS Group
UBS Group
Switzerland
-$8.43M
4
Wells Fargo
Wells Fargo
California
-$5.44M
5
N
Natixis
France
-$2.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$4.87M +$852K +54,370 +22%
RJA
27
Raymond James & Associates
Florida
$4.77M +$1.39M +88,441 +43%
JWA
28
JFS Wealth Advisors
Pennsylvania
$4.74M +$27.5K +1,756 +0.6%
1W
29
1776 Wealth
Georgia
$4.72M -$434K -27,729 -9%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$4.51M +$326K +20,837 +8%
CIA
31
Capital Investment Advisors
Georgia
$4.5M -$50.4K -3,218 -1%
WAOTB
32
Wealth Advisors of Tampa Bay
Florida
$4.32M +$2M +127,621 +91%
CA
33
Cornerstone Advisory
Maryland
$4.24M -$81.1K -5,179 -2%
CCWA
34
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.16M -$298K -19,017 -7%
Citadel Advisors
35
Citadel Advisors
Florida
$3.87M -$15.2M -969,154 -80%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$3.77M -$29.5K -1,882 -0.8%
COLIM
37
City of London Investment Management
United Kingdom
$3.71M – – –
KAS
38
Kestra Advisory Services
Texas
$3.5M -$226K -14,418 -6%
SWM
39
Spire Wealth Management
Virginia
$3.46M +$215K +13,700 +7%
Invesco
40
Invesco
Georgia
$3.44M +$278K +17,721 +9%
IWA
41
IBEX Wealth Advisors
New Jersey
$3.2M -$180K -11,519 -5%
SC
42
Savant Capital
Illinois
$3.12M – – –
6M
43
6 Meridian
Kansas
$3.04M -$317K -20,216 -10%
MSL
44
Mackay Shields LLC
New York
$3.04M – – –
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$2.99M +$175K +11,149 +6%
XF
46
XML Financial
Maryland
$2.92M +$28K +1,789 +1%
CAN
47
Cetera Advisor Networks
California
$2.83M +$2.26M +144,575 +463%
MIM
48
Meixler Investment Management
Arizona
$2.77M +$2.69M +171,699 New
HKAM
49
Horizon Kinetics Asset Management
New York
$2.74M – – –
Truist Financial
50
Truist Financial
North Carolina
$2.61M +$248K +15,812 +11%
1
2
3 4 5

NAD Hedge Fund Activity: Q4 2021 in Review

271 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q4 2021, worth a combined $862M — up 4.3% from $826M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new NAD positions and 21 closed out — a net gain of 25 holders — while 80 added to existing stakes and 52 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $4.72M. The largest seller was Citadel Advisors, cutting an estimated $15.2M.

  • 271 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q4 2021, up from 249 in Q3 2021.
  • Funds reported $862M of Nuveen Quality Municipal Income Fund stock for Q4 2021, up 4.3% quarter-over-quarter.
  • 46 funds opened new Nuveen Quality Municipal Income Fund positions in Q4 2021 and 21 closed out, a net change of +25 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q4 2021 was Hennion & Walsh Asset Management, an estimated $4.72M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q4 2021 was Citadel Advisors, an estimated $15.2M sold.

Based on aggregated 13F filings for Q4 2021.