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Nuveen Quality Municipal Income Fund
NAD

161 hedge funds and large institutions have $351M invested in Nuveen Quality Municipal Income Fund in 2017 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

3% more funds holding

Funds holding: 157 → 161 (+4)

4% more capital invested

Capital invested by funds: $337M → $351M (+$14.4M)

0.36% more ownership

Funds ownership: 11.9% → 12.27% (+0.36%)

0% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 43

Holders
161
Holders Change
+4
Holders Change %
+2.55%
% of All Funds
4.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
18
Increased
43
Reduced
43
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
Parametric Portfolio Associates
Washington
+$15M
2
Morgan Stanley
Morgan Stanley
New York
+$4.16M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$2.51M
4
Wells Fargo
Wells Fargo
California
+$1.65M
5
RCM
Robinson Capital Management
Michigan
+$1.08M

Top Sellers

1
KIM
Karpus Investment Management
New York
-$5.01M
2
JP Morgan Chase
JP Morgan Chase
New York
-$2.54M
3
AAM
Advisors Asset Management
Colorado
-$2.03M
4
RCM
Rivernorth Capital Management
Florida
-$1.71M
5
Invesco
Invesco
Georgia
-$1.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
BI
76
Bramshill Investments
Florida
$312K -$43.7K -3,067 -12%
AT
77
Arden Trust
Delaware
$312K – – –
AIM
78
Anchor Investment Management
South Carolina
$285K – – –
IIA
79
IPG Investment Advisors
California
$270K – – –
AWM
80
AE Wealth Management
Kansas
$269K +$18K +1,263 +7%
ACS
81
Archford Capital Strategies
Illinois
$263K – – –
Fifth Third Bancorp
82
Fifth Third Bancorp
Ohio
$261K – – –
CAN
83
Cetera Advisor Networks
California
$260K -$2.18K -153 -0.8%
FAAS
84
First Allied Advisory Services
California
$260K +$46.4K +3,254 +21%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$256K +$44K +3,086 +21%
AIP
86
Ahrens Investment Partners
Louisiana
$251K -$82.3K -5,770 -25%
AIA
87
Allegis Investment Advisors
Idaho
$249K +$2.81K +197 +1%
DADC
88
D.A. Davidson & Co
Montana
$237K +$143K +10,024 +150%
GWM
89
Geneos Wealth Management
Colorado
$236K +$385 +27 +0.2%
RJT
90
Raymond James Trust
Florida
$232K -$12.4K -870 -5%
NEPWA
91
New England Private Wealth Advisors
Massachusetts
$228K – – –
SCA
92
Snowden Capital Advisors
New York
$220K – – –
GBA
93
Garrison Bradford & Associates
New York
$217K – – –
PAS
94
Park Avenue Securities
New York
$215K +$216K +15,179 New
CFB
95
Cullen/Frost Bankers
Texas
$210K +$14.7K +1,028 +7%
Millennium Management
96
Millennium Management
New York
$205K +$206K +14,475 New
DAM
97
Delta Asset Management
Tennessee
$201K -$2.44K -171 -1%
Baird Financial Group
98
Baird Financial Group
Wisconsin
$200K – – –
TNB
99
Thomasville National Bank
Georgia
$194K – – –
DWT
100
Dorsey & Whitney Trust
South Dakota
$192K – – –
2 3
4
5 6

NAD Hedge Fund Activity: Q3 2017 in Review

161 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q3 2017, worth a combined $351M — up 4.3% from $337M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NAD positions and 13 closed out — a net gain of 5 holders — while 43 added to existing stakes and 43 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $15M. The largest seller was Karpus Investment Management, cutting an estimated $5.01M.

  • 161 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q3 2017, up from 157 in Q2 2017.
  • Funds reported $351M of Nuveen Quality Municipal Income Fund stock for Q3 2017, up 4.3% quarter-over-quarter.
  • 18 funds opened new Nuveen Quality Municipal Income Fund positions in Q3 2017 and 13 closed out, a net change of +5 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q3 2017 was Parametric Portfolio Associates, an estimated $15M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q3 2017 was Karpus Investment Management, an estimated $5.01M sold.

Based on aggregated 13F filings for Q3 2017.