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Nuveen Quality Municipal Income Fund

240 hedge funds and large institutions have $814M invested in Nuveen Quality Municipal Income Fund in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 78 increasing their positions, 39 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 39

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

6% more funds holding

Funds holding: 226240 (+14)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% less capital invested

Capital invested by funds: $815M → $814M (-$1.62M)

1.45% less ownership

Funds ownership: 26.51%25.05% (-1.5%)

Holders
240
Holders Change
+14
Holders Change %
+6.19%
% of All Funds
4.25%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
36
Increased
78
Reduced
39
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
76
Capital Investment Advisory Services
North Carolina
$636K +$278K +18,825 +83%
HCM
77
Hollencrest Capital Management
California
$596K +$443 +30 +0.1%
LB
78
Leo Brokerage
Texas
$593K +$570K +38,599 New
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$578K +$26.6K +1,799 +5%
US Bancorp
80
US Bancorp
Minnesota
$575K
SMH
81
Sanders Morris Harris
Texas
$566K +$73.6K +4,982 +15%
NL
82
NWAM LLC
Washington
$549K
MFG
83
Magnus Financial Group
New York
$516K -$5.91K -400 -1%
CP
84
Camelot Portfolios
Ohio
$513K -$13.9K -940 -3%
WT
85
Whittier Trust
California
$513K
WTC
86
WhitTier Trust Company
Nevada
$486K -$9.86K -667 -2%
PMG
87
ProVise Management Group
Florida
$482K +$16.8K +1,136 +4%
EW
88
Element Wealth
Mississippi
$467K +$2.02K +137 +0.5%
RA
89
RFG Advisory
Alabama
$457K -$17.6K -1,190 -4%
KWM
90
Kingsview Wealth Management
Oregon
$453K
Creative Planning
91
Creative Planning
Kansas
$453K +$40.2K +2,719 +10%
BCM
92
Breiter Capital Management
Florida
$430K
RFC
93
Regions Financial Corp
Alabama
$422K
DAS
94
Dynamic Advisor Solutions
Arizona
$416K +$783 +53 +0.2%
CA
95
Cetera Advisors
Colorado
$407K +$14.1K +951 +4%
GP
96
Geneva Partners
Wisconsin
$407K +$391K +26,474 New
DADC
97
D.A. Davidson & Co
Montana
$401K
KP
98
Keel Point
Alabama
$397K +$100K +6,784 +36%
SCA
99
Snowden Capital Advisors
New York
$394K +$2.01K +136 +0.5%
BAM
100
Belpointe Asset Management
Nevada
$385K +$236 +16 +0.1%

NAD Hedge Fund Activity: Q4 2020 in Review

240 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q4 2020, worth a combined $814M — down 0.2% from $815M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new NAD positions and 21 closed out — a net gain of 15 holders — while 78 added to existing stakes and 39 trimmed.

The largest buyer was Veritable, adding an estimated $10.3M. The largest seller was Karpus Investment Management, cutting an estimated $50.8M.

  • 240 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q4 2020, up from 226 in Q3 2020.
  • Funds reported $814M of Nuveen Quality Municipal Income Fund stock for Q4 2020, down 0.2% quarter-over-quarter.
  • 36 funds opened new Nuveen Quality Municipal Income Fund positions in Q4 2020 and 21 closed out, a net change of +15 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q4 2020 was Veritable, an estimated $10.3M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q4 2020 was Karpus Investment Management, an estimated $50.8M sold.

Based on aggregated 13F filings for Q4 2020.