We are live on ! Find out more
NAD icon

Nuveen Quality Municipal Income Fund

271 hedge funds and large institutions have $948M invested in Nuveen Quality Municipal Income Fund in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 96 increasing their positions, 72 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 72

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

1% more funds holding

Funds holding: 268271 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

4% less capital invested

Capital invested by funds: $985M → $948M (-$36.9M)

1.38% less ownership

Funds ownership: 36.73%35.35% (-1.4%)

Holders
271
Holders Change
+3
Holders Change %
+1.12%
% of All Funds
3.9%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
28
Increased
96
Reduced
72
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCH
51
Freestone Capital Holdings
Washington
$2.98M +$1.81M +160,000 +160%
CAN
52
Cetera Advisor Networks
California
$2.97M +$89.2K +7,900 +3%
TJHA
53
Thomas J. Herzfeld Advisors
Florida
$2.88M +$574K +50,816 +25%
PAS
54
Park Avenue Securities
New York
$2.75M +$106K +9,367 +4%
Cohen & Steers
55
Cohen & Steers
New York
$2.73M -$1.09M -96,287 -29%
ITIM
56
Indiana Trust & Investment Management
Indiana
$2.58M -$113K -10,000 -4%
CPC
57
Congress Park Capital
New York
$2.58M +$678K +60,000 +36%
CA
58
Cornerstone Advisory
Maryland
$2.56M +$82.5K +7,300 +3%
USCWA
59
U.S. Capital Wealth Advisors
Texas
$2.4M +$53.1K +4,700 +2%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$2.33M +$440K +38,945 +24%
RIL
61
Rothschild Investment LLC
Illinois
$2.25M
MFIM
62
Mesirow Financial Investment Management
Illinois
$2.24M
SC
63
Savant Capital
Illinois
$2.15M
KAS
64
Kestra Advisory Services
Texas
$2.13M +$13.4K +1,183 +0.6%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$2.06M +$60.6K +5,366 +3%
1W
66
1776 Wealth
Georgia
$2.05M
MA
67
Mutual Advisors
Nebraska
$1.92M -$70.6K -6,250 -4%
Invesco
68
Invesco
Georgia
$1.8M +$83.9K +7,427 +5%
WAM
69
Wakefield Asset Management
Colorado
$1.77M +$57.3K +5,073 +3%
OIA
70
OneDigital Investment Advisors
Kansas
$1.76M +$11K +971 +0.6%
LWL
71
Leo Wealth LLC
Texas
$1.64M +$139K +12,300 +9%
PVM
72
Palogic Value Management
Texas
$1.59M +$175K +15,484 +13%
AWA
73
Arete Wealth Advisors
Illinois
$1.54M +$8.2K +726 +0.5%
PFS
74
Prospera Financial Services
Texas
$1.45M +$332K +29,381 +30%
CC
75
Centiva Capital
New York
$1.41M -$1.36M -120,338 -49%

NAD Hedge Fund Activity: Q1 2024 in Review

271 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q1 2024, worth a combined $948M — down 3.7% from $985M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new NAD positions and 22 closed out — a net gain of 6 holders — while 96 added to existing stakes and 72 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $11.4M. The largest seller was Morgan Stanley, cutting an estimated $54.2M.

  • 271 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q1 2024, up from 268 in Q4 2023.
  • Funds reported $948M of Nuveen Quality Municipal Income Fund stock for Q1 2024, down 3.7% quarter-over-quarter.
  • 28 funds opened new Nuveen Quality Municipal Income Fund positions in Q1 2024 and 22 closed out, a net change of +6 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q1 2024 was Karpus Investment Management, an estimated $11.4M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $54.2M sold.

Based on aggregated 13F filings for Q1 2024.