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Nuveen Quality Municipal Income Fund
NAD

148 hedge funds and large institutions have $370M invested in Nuveen Quality Municipal Income Fund in 2016 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 48 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,200% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 4

1,500% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 3

649% more capital invested

Capital invested by funds: $49.4M → $370M (+$321M)

147% more funds holding

Funds holding: 60 → 148 (+88)

4.05% more ownership

Funds ownership: 8.12% → 12.18% (+4.1%)

Holders
148
Holders Change
+88
Holders Change %
+146.67%
% of All Funds
3.95%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.08%
New
92
Increased
48
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$48.7M
2
KIM
Karpus Investment Management
New York
+$39.8M
3
Wells Fargo
Wells Fargo
California
+$20.1M
4
1CP
1607 Capital Partners
Virginia
+$17.9M
5
GC
Guggenheim Capital
Illinois
+$17.3M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$959K
2
NIM
Northeast Investment Management
Massachusetts
-$315K
3
VKH
Virtu KCG Holdings
New York
-$215K
4
SMH
Sanders Morris Harris
Texas
-$176K
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$170K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFB
76
Cullen/Frost Bankers
Texas
$356K +$367K +23,618 New
NFC
77
Northeast Financial Consultants
Connecticut
$352K +$362K +23,355 New
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$352K +$363K +23,381 New
EFS
79
Essex Financial Services
Connecticut
$337K +$347K +22,344 New
FAAS
80
First Allied Advisory Services
California
$323K +$332K +21,416 New
FI
81
FormulaFolio Investments
Michigan
$305K +$314K +20,253 New
AIM
82
Anchor Investment Management
South Carolina
$302K +$311K +20,072 New
FFA
83
First Foundation Advisors
California
$296K +$305K +19,646 New
ACS
84
Archford Capital Strategies
Illinois
$279K +$288K +18,556 New
SIM
85
Strategic Investment Management
Virginia
$261K +$269K +17,338 New
GWM
86
Geneos Wealth Management
Colorado
$249K +$201K +12,943 +361%
Bank of New York Mellon
87
Bank of New York Mellon
New York
$242K +$249K +16,037 New
RJT
88
Raymond James Trust
Florida
$240K +$247K +15,936 New
KeyBank National Association
89
KeyBank National Association
Ohio
$239K +$82.2K +5,296 +50%
CL
90
Choreo LLC
Illinois
$239K +$246K +15,831 New
MMG
91
Monetary Management Group
Missouri
$235K +$242K +15,617 New
BOS
92
Bank of Stockton
California
$230K +$237K +15,284 New
GBA
93
Garrison Bradford & Associates
New York
$230K +$237K +15,289 New
LNWWM
94
Laird Norton Wetherby Wealth Management
California
$229K +$236K +15,196 New
CBTWT
95
Community Bank & Trust (Waco, Texas)
Texas
$228K +$235K +15,140 New
DAM
96
Delta Asset Management
Tennessee
$216K +$223K +14,342 New
IWMPD
97
Integrated Wealth Management (Palm Desert)
California
$206K +$212K +13,657 New
SPC
98
Sigma Planning Corp
Michigan
$199K +$205K +13,228 New
PCP
99
Proficio Capital Partners
Massachusetts
$195K +$200K +12,920 New
CAN
100
Cetera Advisor Networks
California
$182K +$188K +12,088 New
2 3
4
5 6

NAD Hedge Fund Activity: Q3 2016 in Review

148 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q3 2016, worth a combined $370M — up 649% from $49.4M a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new NAD positions and 4 closed out — a net gain of 88 holders — while 48 added to existing stakes and 3 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $48.7M. The largest seller was Northwestern Mutual Wealth Management, exiting entirely with an estimated $959K sold.

  • 148 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q3 2016, up from 60 in Q2 2016.
  • Funds reported $370M of Nuveen Quality Municipal Income Fund stock for Q3 2016, up 649% quarter-over-quarter.
  • 92 funds opened new Nuveen Quality Municipal Income Fund positions in Q3 2016 and 4 closed out, a net change of +88 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q3 2016 was Morgan Stanley, an estimated $48.7M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q3 2016 was Northwestern Mutual Wealth Management, an estimated $959K sold.

Based on aggregated 13F filings for Q3 2016.