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Nuveen Quality Municipal Income Fund
NAD

154 hedge funds and large institutions have $311M invested in Nuveen Quality Municipal Income Fund in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 49 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

1.14% less ownership

Funds ownership: 12.39% → 11.26% (-1.1%)

2% less funds holding

Funds holding: 157 → 154 (-3)

11% less capital invested

Capital invested by funds: $349M → $311M (-$38.5M)

31% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 49

Holders
154
Holders Change
-3
Holders Change %
-1.91%
% of All Funds
3.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
34
Reduced
49
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$2.26M
2
Ameriprise
Ameriprise
Minnesota
+$1.41M
3
SIA
Sit Investment Associates
Minnesota
+$1.38M
4
DA
Doliver Advisors
Texas
+$1.01M
5
SG Americas Securities
SG Americas Securities
New York
+$867K

Top Sellers

1
OA
Oxbow Advisors
Texas
-$9.26M
2
1CP
1607 Capital Partners
Virginia
-$9.13M
3
KIM
Karpus Investment Management
New York
-$3.21M
4
RCM
Robinson Capital Management
Michigan
-$2.55M
5
Invesco
Invesco
Georgia
-$2.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
76
Anchor Investment Management
South Carolina
$275K – – –
ACS
77
Archford Capital Strategies
Illinois
$254K – – –
EFS
78
Essex Financial Services
Connecticut
$250K -$56.2K -4,080 -18%
AIA
79
Allegis Investment Advisors
Idaho
$247K +$70.2K +5,090 +39%
ZIC
80
ZWJ Investment Counsel
Georgia
$235K +$237K +17,161 New
DWT
81
Dorsey & Whitney Trust
South Dakota
$233K – – –
BFG
82
Barber Financial Group
Kansas
$232K – – –
GWM
83
Geneos Wealth Management
Colorado
$227K +$262 +19 +0.1%
FAAS
84
First Allied Advisory Services
California
$226K -$67.2K -4,872 -23%
STMM
85
South Texas Money Management
Texas
$225K +$226K +16,406 New
TSS
86
Two Sigma Securities
New York
$225K +$227K +16,450 New
FI
87
FormulaFolio Investments
Michigan
$222K -$68.1K -4,937 -23%
NEPWA
88
New England Private Wealth Advisors
Massachusetts
$220K +$221K +16,062 New
IIA
89
IPG Investment Advisors
California
$219K +$220K +15,967 New
OFG
90
OTA Financial Group
New York
$215K +$217K +15,727 New
SCA
91
Snowden Capital Advisors
New York
$212K – – –
GBA
92
Garrison Bradford & Associates
New York
$209K – – –
DAM
93
Delta Asset Management
Tennessee
$196K – – –
KeyBank National Association
94
KeyBank National Association
Ohio
$193K -$40.7K -2,950 -17%
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$192K +$4.73K +343 +3%
RJT
96
Raymond James Trust
Florida
$191K -$27.6K -2,000 -13%
Baird Financial Group
97
Baird Financial Group
Wisconsin
$190K +$15.8K +1,143 +9%
IWMPD
98
Integrated Wealth Management (Palm Desert)
California
$187K – – –
TNB
99
Thomasville National Bank
Georgia
$187K +$189K +13,677 New
OC
100
Oppenheimer & Co
New York
$183K -$131K -9,500 -42%
2 3
4
5 6

NAD Hedge Fund Activity: Q1 2017 in Review

154 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q1 2017, worth a combined $311M — down 11% from $349M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of NAD and 19 opened new positions — a net loss of 1 holder — while 49 trimmed existing stakes and 34 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $2.26M. The largest seller was Oxbow Advisors, exiting entirely with an estimated $9.26M sold.

  • 154 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q1 2017, down from 157 in Q4 2016.
  • Funds reported $311M of Nuveen Quality Municipal Income Fund stock for Q1 2017, down 11% quarter-over-quarter.
  • 19 funds opened new Nuveen Quality Municipal Income Fund positions in Q1 2017 and 20 closed out, a net change of -1 holder.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q1 2017 was Rivernorth Capital Management, an estimated $2.26M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q1 2017 was Oxbow Advisors, an estimated $9.26M sold.

Based on aggregated 13F filings for Q1 2017.