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Nuveen Quality Municipal Income Fund

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: 57 (+2)

9% more funds holding

Funds holding: 249271 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$2.6M -$211K -13,488 -8%
First Trust Advisors
52
First Trust Advisors
Illinois
$2.37M +$37.3K +2,384 +2%
MA
53
Mutual Advisors
Nebraska
$2.35M +$60.8K +3,882 +3%
USCWA
54
U.S. Capital Wealth Advisors
Texas
$2.31M -$37.7K -2,405 -2%
Mariner
55
Mariner
Kansas
$2.13M -$102K -6,536 -5%
Ameriprise
56
Ameriprise
Minnesota
$2.12M -$58.8K -3,756 -3%
UCFA
57
United Capital Financial Advisors
Texas
$2.12M
Fiera Capital (Canada)
58
Fiera Capital (Canada)
Quebec, Canada
$2.1M +$1.73M +110,768 +563%
AWA
59
Arete Wealth Advisors
Illinois
$2.07M +$1.75M +111,566 +661%
Allianz Asset Management
60
Allianz Asset Management
Germany
$2.04M
PAG
61
Private Advisor Group
New Jersey
$2M +$66.9K +4,268 +4%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$2M +$233K +14,894 +14%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$1.83M -$65.8K -4,200 -4%
GP
64
Geneva Partners
Wisconsin
$1.8M +$33.2K +2,117 +2%
Creative Planning
65
Creative Planning
Kansas
$1.61M -$11K -700 -0.7%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$1.6M -$101K -6,477 -6%
CHA
67
Carmichael Hill & Associates
Maryland
$1.51M -$33.4K -2,132 -2%
IAN
68
Integrated Advisors Network
Texas
$1.49M +$664K +42,400 +85%
DADC
69
D.A. Davidson & Co
Montana
$1.3M +$201K +12,840 +19%
ASN
70
Advisory Services Network
Georgia
$1.23M -$1.99K -127 -0.2%
DLG
71
Daniel L. Goodwin
$1.23M
KA
72
Kercheville Advisors
Texas
$1.17M
MC
73
Moors & Cabot
Massachusetts
$1.08M -$1.03M -65,517 -49%
DWM
74
Dakota Wealth Management
Florida
$1.06M -$16.3K -1,043 -2%
RA
75
RFG Advisory
Alabama
$1.04M +$568K +36,260 +128%

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.