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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
RIL
51
Rothschild Investment LLC
Illinois
$2.41M -$26.7K -2,224 -1%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$2.38M +$23.3K +1,939 +1%
BAM
53
Bayshore Asset Management
Florida
$2.32M +$2.25M +187,015 New
SC
54
Savant Capital
Illinois
$2.25M
SA
55
Sanctuary Advisors
Indiana
$2.21M +$1.26M +104,773 +134%
TJHA
56
Thomas J. Herzfeld Advisors
Florida
$2.2M -$415K -34,606 -16%
PVM
57
Palogic Value Management
Texas
$2.04M +$150K +12,500 +8%
MA
58
Mutual Advisors
Nebraska
$1.99M -$8.22K -685 -0.4%
Invesco
59
Invesco
Georgia
$1.97M +$34.1K +2,844 +2%
WAM
60
Wakefield Asset Management
Colorado
$1.91M +$19.4K +1,616 +1%
CCWA
61
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.88M -$12.3K -1,023 -0.7%
TIM
62
Tortoise Investment Management
New York
$1.87M -$1.19M -99,155 -40%
XF
63
XML Financial
Maryland
$1.73M +$3.44K +287 +0.2%
HKAM
64
Horizon Kinetics Asset Management
New York
$1.71M +$320K +26,685 +24%
PFS
65
Prospera Financial Services
Texas
$1.62M
AWM
66
Avior Wealth Management
Nebraska
$1.5M +$21.2K +1,762 +1%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$1.5M +$142K +11,797 +11%
JWA
68
JFS Wealth Advisors
Pennsylvania
$1.46M +$1.37M +114,068 +2,797%
WAOTB
69
Wealth Advisors of Tampa Bay
Florida
$1.44M
PAG
70
Private Advisor Group
New Jersey
$1.34M +$40.4K +3,368 +3%
AGA
71
Arkos Global Advisors
Texas
$1.33M -$101K -8,400 -7%
Cerity Partners
72
Cerity Partners
New York
$1.26M +$119K +9,919 +11%
NA
73
NewEdge Advisors
Louisiana
$1.25M +$254K +21,146 +26%
KL
74
KIM LLC
Kansas
$1.24M
MPW
75
Melone Private Wealth
Michigan
$1.21M +$16.6K +1,385 +1%

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.