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Nuveen Quality Municipal Income Fund

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: 226240 (+14)

0% more funds holding in top 10

Funds holding in top 10: 55 (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
Name Holding Trade Value Shares
Change
Change in
Stake
WAOTB
51
Wealth Advisors of Tampa Bay
Florida
$1.82M +$502K +34,000 +40%
N
52
Natixis
France
$1.78M +$13.2K +891 +0.8%
First Trust Advisors
53
First Trust Advisors
Illinois
$1.59M +$96K +6,497 +7%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$1.41M -$32K -2,164 -2%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$1.39M +$179K +12,129 +15%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$1.37M +$18K +1,220 +1%
RCM
57
Robinson Capital Management
Michigan
$1.36M -$824K -55,764 -39%
MA
58
Mutual Advisors
Nebraska
$1.17M +$105K +7,078 +10%
DLG
59
Daniel L. Goodwin
$1.17M
KA
60
Kercheville Advisors
Texas
$1.14M +$1.09M +73,891 New
SWP
61
Stratos Wealth Partners
Ohio
$1.1M +$78.2K +5,293 +8%
PAS
62
Park Avenue Securities
New York
$1.09M +$71.5K +4,839 +7%
FM
63
Family Management
New York
$1.04M
Truist Financial
64
Truist Financial
North Carolina
$1.01M +$143K +9,679 +17%
MC
65
Moors & Cabot
Massachusetts
$998K -$44.3K -3,000 -4%
PIA
66
Powell Investment Advisors
Florida
$870K -$127K -8,615 -13%
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$854K +$29.4K +1,991 +4%
EIP
68
Ellis Investment Partners
Pennsylvania
$848K +$975 +66 +0.1%
SMC
69
Smith, Moore & Co
Missouri
$807K -$946 -64 -0.1%
Citigroup
70
Citigroup
New York
$749K +$200K +13,524 +38%
ASN
71
Advisory Services Network
Georgia
$722K +$399K +27,004 +135%
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$663K +$248K +16,776 +64%
RCA
73
Ranch Capital Advisors
Florida
$652K
ACP
74
Aviance Capital Partners
Florida
$642K +$2.5K +169 +0.4%
MCM
75
Maryland Capital Management
Maryland
$638K -$8.87K -600 -1%

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.