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Nuveen Quality Municipal Income Fund

249 hedge funds and large institutions have $826M invested in Nuveen Quality Municipal Income Fund in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 74 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

25% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 59

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

2% more funds holding

Funds holding: 244249 (+5)

0.88% less ownership

Funds ownership: 23.56%22.68% (-0.88%)

6% less capital invested

Capital invested by funds: $880M → $826M (-$53.8M)

Holders
249
Holders Change
+5
Holders Change %
+2.05%
% of All Funds
4.36%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
25
Increased
74
Reduced
59
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAOTB
51
Wealth Advisors of Tampa Bay
Florida
$2.19M +$23.9K +1,477 +1%
Mariner
52
Mariner
Kansas
$2.17M +$1.76M +108,420 +356%
Ameriprise
53
Ameriprise
Minnesota
$2.12M +$146K +9,028 +7%
MC
54
Moors & Cabot
Massachusetts
$2.07M +$1.07M +66,340 +100%
UCFA
55
United Capital Financial Advisors
Texas
$2.05M
N
56
Natixis
France
$2.02M
Allianz Asset Management
57
Allianz Asset Management
Germany
$1.97M
PAG
58
Private Advisor Group
New Jersey
$1.87M +$70.9K +4,378 +4%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$1.84M +$184K +11,385 +11%
GP
60
Geneva Partners
Wisconsin
$1.71M +$502K +30,981 +39%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$1.7M -$426K -26,292 -19%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$1.66M +$95K +5,865 +6%
LB
63
Leo Brokerage
Texas
$1.6M +$15.4K +948 +0.9%
Creative Planning
64
Creative Planning
Kansas
$1.57M +$415K +25,604 +34%
CHA
65
Carmichael Hill & Associates
Maryland
$1.5M +$373 +23 +0%
ASN
66
Advisory Services Network
Georgia
$1.2M +$23.3K +1,438 +2%
DLG
67
Daniel L. Goodwin
$1.19M
KA
68
Kercheville Advisors
Texas
$1.14M -$162K -10,000 -12%
DADC
69
D.A. Davidson & Co
Montana
$1.06M -$27.9K -1,720 -2%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$1.05M -$523K -32,273 -32%
DWM
71
Dakota Wealth Management
Florida
$1.04M -$1.53M -94,206 -59%
SMC
72
Smith, Moore & Co
Missouri
$950K +$10.9K +671 +1%
FM
73
Family Management
New York
$945K
PIA
74
Powell Investment Advisors
Florida
$904K +$9.84K +607 +1%
EIP
75
Ellis Investment Partners
Pennsylvania
$855K +$664 +41 +0.1%

NAD Hedge Fund Activity: Q3 2021 in Review

249 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q3 2021, worth a combined $826M — down 6.1% from $880M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NAD positions and 16 closed out — a net gain of 9 holders — while 74 added to existing stakes and 59 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $19.6M. The largest seller was Parametric Portfolio Associates, cutting an estimated $25.1M.

  • 249 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q3 2021, up from 244 in Q2 2021.
  • Funds reported $826M of Nuveen Quality Municipal Income Fund stock for Q3 2021, down 6.1% quarter-over-quarter.
  • 25 funds opened new Nuveen Quality Municipal Income Fund positions in Q3 2021 and 16 closed out, a net change of +9 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q3 2021 was Citadel Advisors, an estimated $19.6M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q3 2021 was Parametric Portfolio Associates, an estimated $25.1M sold.

Based on aggregated 13F filings for Q3 2021.