We are live on ! Find out more
NAD icon

Nuveen Quality Municipal Income Fund

285 hedge funds and large institutions have $909M invested in Nuveen Quality Municipal Income Fund in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 108 increasing their positions, 64 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 64

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

3% more funds holding

Funds holding: 276285 (+9)

3.95% less ownership

Funds ownership: 35.37%31.41% (-4%)

7% less capital invested

Capital invested by funds: $974M → $909M (-$65M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
285
Holders Change
+9
Holders Change %
+3.26%
% of All Funds
4.09%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
35
Increased
108
Reduced
64
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$6.67M +$79.5K +6,626 +1%
AAM
27
Advisors Asset Management
Colorado
$6.67M +$448K +37,337 +7%
Fiera Capital (Canada)
28
Fiera Capital (Canada)
Quebec, Canada
$5.68M -$116K -9,674 -2%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$5.48M -$479K -39,900 -8%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$5.43M +$88.2K +7,348 +2%
DWM
31
Dakota Wealth Management
Florida
$5.41M -$1.1M -91,387 -17%
TWP
32
Tyche Wealth Partners
Texas
$5.25M +$167K +13,921 +3%
LSC
33
Logan Stone Capital
Illinois
$5.18M -$14.8M -1,229,479 -75%
CPC
34
Congress Park Capital
New York
$5M +$1.67M +139,250 +53%
Ameriprise
35
Ameriprise
Minnesota
$4.87M +$443K +36,884 +10%
Cohen & Steers
36
Cohen & Steers
New York
$4.8M +$1.8M +150,000 +63%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$4.66M +$1.02M +85,096 +29%
CIA
38
Capital Investment Advisors
Georgia
$4.56M -$2.15K -179 -0%
RC
39
Rareview Capital
Nevada
$4.46M +$460K +38,296 +12%
COLIM
40
City of London Investment Management
United Kingdom
$4.29M -$972K -81,000 -19%
LA
41
LM Advisors
California
$4.02M -$217K -18,048 -5%
Allianz Asset Management
42
Allianz Asset Management
Germany
$3.72M
PAS
43
Park Avenue Securities
New York
$3.08M -$74.2K -6,184 -2%
Osaic Holdings
44
Osaic Holdings
Arizona
$2.8M -$70.4K -5,868 -3%
ITIM
45
Indiana Trust & Investment Management
Indiana
$2.79M
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$2.7M -$3.69M -307,188 -58%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$2.62M +$198K +16,482 +8%
KAS
48
Kestra Advisory Services
Texas
$2.54M +$108K +8,963 +5%
CA
49
Cornerstone Advisory
Maryland
$2.43M +$6.71K +559 +0.3%
MFIM
50
Mesirow Financial Investment Management
Illinois
$2.42M

NAD Hedge Fund Activity: Q3 2024 in Review

285 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q3 2024, worth a combined $909M — down 6.7% from $974M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new NAD positions and 24 closed out — a net gain of 11 holders — while 108 added to existing stakes and 64 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $15.4M. The largest seller was Karpus Investment Management, cutting an estimated $65.7M.

  • 285 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q3 2024, up from 276 in Q2 2024.
  • Funds reported $909M of Nuveen Quality Municipal Income Fund stock for Q3 2024, down 6.7% quarter-over-quarter.
  • 35 funds opened new Nuveen Quality Municipal Income Fund positions in Q3 2024 and 24 closed out, a net change of +11 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q3 2024 was Bramshill Investments, an estimated $15.4M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q3 2024 was Karpus Investment Management, an estimated $65.7M sold.

Based on aggregated 13F filings for Q3 2024.