We are live on ! Find out more
NAD icon

Nuveen Quality Municipal Income Fund

229 hedge funds and large institutions have $813M invested in Nuveen Quality Municipal Income Fund in 2020 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 65 increasing their positions, 48 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 22

35% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 48

12% more capital invested

Capital invested by funds: $727M → $813M (+$85.9M)

8% more funds holding

Funds holding: 212229 (+17)

3.31% more ownership

Funds ownership: 24.61%27.92% (+3.3%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
229
Holders Change
+17
Holders Change %
+8.02%
% of All Funds
5.05%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
42
Increased
65
Reduced
48
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
76
Orion Portfolio Solutions
Nebraska
$562K +$591K +40,884 New
Creative Planning
77
Creative Planning
Kansas
$545K -$108K -7,482 -16%
WTC
78
WhitTier Trust Company
Nevada
$543K +$571K +39,517 New
ACP
79
Aviance Capital Partners
Florida
$538K +$19K +1,313 +3%
WFI
80
West Family Investments
California
$514K
WT
81
Whittier Trust
California
$492K +$517K +35,815 New
V
82
Veritable
Delaware
$464K +$20.2K +1,400 +4%
Citigroup
83
Citigroup
New York
$433K -$351K -24,265 -43%
EW
84
Element Wealth
Mississippi
$413K +$52.5K +3,633 +14%
KWM
85
Kingsview Wealth Management
Oregon
$405K +$426K +29,452 New
US Bancorp
86
US Bancorp
Minnesota
$385K -$6.49K -449 -2%
BCM
87
Breiter Capital Management
Florida
$385K +$405K +28,000 New
RA
88
RFG Advisory
Alabama
$381K -$3.29K -228 -0.8%
WFA
89
Wellspring Financial Advisors
Ohio
$375K +$394K +27,300 New
DAS
90
Dynamic Advisor Solutions
Arizona
$371K -$13.4K -927 -3%
BAM
91
Belpointe Asset Management
Nevada
$361K +$19.5K +1,347 +5%
DADC
92
D.A. Davidson & Co
Montana
$358K
PMG
93
ProVise Management Group
Florida
$357K +$21.7K +1,500 +6%
EPA
94
Element Pointe Advisors
Florida
$355K -$9.07K -628 -2%
WAOTB
95
Wealth Advisors of Tampa Bay
Florida
$350K
EWM
96
Empirical Wealth Management
Washington
$336K -$124K -8,600 -26%
MML Investors Services
97
MML Investors Services
Massachusetts
$335K -$57.7K -3,995 -14%
Jane Street
98
Jane Street
New York
$332K +$350K +24,196 New
Cetera Investment Advisers
99
Cetera Investment Advisers
Illinois
$330K
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$329K -$3.73K -258 -1%

NAD Hedge Fund Activity: Q1 2020 in Review

229 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q1 2020, worth a combined $813M — up 12% from $727M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new NAD positions and 22 closed out — a net gain of 20 holders — while 65 added to existing stakes and 48 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $61.5M. The largest seller was Robinson Capital Management, cutting an estimated $6.7M.

  • 229 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q1 2020, up from 212 in Q4 2019.
  • Funds reported $813M of Nuveen Quality Municipal Income Fund stock for Q1 2020, up 12% quarter-over-quarter.
  • 42 funds opened new Nuveen Quality Municipal Income Fund positions in Q1 2020 and 22 closed out, a net change of +20 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q1 2020 was Karpus Investment Management, an estimated $61.5M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q1 2020 was Robinson Capital Management, an estimated $6.7M sold.

Based on aggregated 13F filings for Q1 2020.