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Nuveen Quality Municipal Income Fund
NAD

180 hedge funds and large institutions have $480M invested in Nuveen Quality Municipal Income Fund in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 38 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 38

11% more capital invested

Capital invested by funds: $430M → $480M (+$49.3M)

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

2.93% more ownership

Funds ownership: 15.15% → 18.09% (+2.9%)

1% more funds holding

Funds holding: 179 → 180 (+1)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
180
Holders Change
+1
Holders Change %
+0.56%
% of All Funds
4.13%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
21
Increased
58
Reduced
38
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$32.5M
2
BI
Bramshill Investments
Florida
+$11M
3
PPA
Parametric Portfolio Associates
Washington
+$8.43M
4
RCM
Robinson Capital Management
Michigan
+$8.39M
5
Wells Fargo
Wells Fargo
California
+$7.1M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$4.12M
2
SAM
Shamrock Asset Management
Texas
-$1.19M
3
Squarepoint
Squarepoint
New York
-$1.11M
4
SIA
Sit Investment Associates
Minnesota
-$912K
5
DA
Doliver Advisors
Texas
-$907K
Name Holding Trade Value Shares
Change 		Change in
Stake
SBIA
76
Sheaff Brock Investment Advisors
Indiana
$337K -$38.6K -2,888 -10%
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$332K +$126K +9,435 +60%
SCA
78
STALEY CAPITAL ADVISERS
Pennsylvania
$328K – – –
DAS
79
Dynamic Advisor Solutions
Arizona
$324K +$330K +24,669 New
FAAS
80
First Allied Advisory Services
California
$321K +$80.1K +6,000 +33%
SFS
81
Sowell Financial Services
Arkansas
$314K +$187 +14 +0.1%
DA
82
Doliver Advisors
Texas
$304K -$907K -67,884 -75%
CCP
83
Cardan Capital Partners
Colorado
$278K +$283K +21,176 New
KeyBank National Association
84
KeyBank National Association
Ohio
$266K -$28.7K -2,145 -10%
AIM
85
Anchor Investment Management
South Carolina
$264K – – –
Citigroup
86
Citigroup
New York
$262K -$52.9K -3,961 -17%
ACS
87
Archford Capital Strategies
Illinois
$261K – – –
BFC
88
Bedel Financial Consulting
Indiana
$259K – – –
SCM
89
Stordahl Capital Management
Colorado
$251K – – –
TW
90
Transform Wealth
Colorado
$251K – – –
DC
91
Davenport & Co
Virginia
$247K -$80.1K -6,000 -24%
BWM
92
BerganKDV Wealth Management
Minnesota
$242K +$13.2K +989 +6%
DWM
93
Dakota Wealth Management
Florida
$242K +$246K +18,400 New
QCIG
94
Quad-Cities Investment Group
Iowa
$228K +$233K +17,446 New
AT
95
Arden Trust
Delaware
$225K – – –
I
96
IberiaBank
Louisiana
$223K -$128K -9,600 -36%
GWM
97
Geneos Wealth Management
Colorado
$219K -$2.1K -157 -0.9%
LNWWM
98
Laird Norton Wetherby Wealth Management
California
$219K +$42.7K +3,194 +24%
ICM
99
Ionic Capital Management
New York
$215K +$219K +16,398 New
PAG
100
Private Advisor Group
New Jersey
$213K -$674K -50,444 -76%
2 3
4
5 6

NAD Hedge Fund Activity: Q1 2018 in Review

180 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q1 2018, worth a combined $480M — up 11% from $430M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new NAD positions and 19 closed out — a net gain of 2 holders — while 58 added to existing stakes and 38 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $32.5M. The largest seller was Bank of America, cutting an estimated $4.12M.

  • 180 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q1 2018, up from 179 in Q4 2017.
  • Funds reported $480M of Nuveen Quality Municipal Income Fund stock for Q1 2018, up 11% quarter-over-quarter.
  • 21 funds opened new Nuveen Quality Municipal Income Fund positions in Q1 2018 and 19 closed out, a net change of +2 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q1 2018 was Karpus Investment Management, an estimated $32.5M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q1 2018 was Bank of America, an estimated $4.12M sold.

Based on aggregated 13F filings for Q1 2018.