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Nuveen Quality Municipal Income Fund

295 hedge funds and large institutions have $1B invested in Nuveen Quality Municipal Income Fund in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 92 increasing their positions, 76 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 31

21% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 76

10% more capital invested

Capital invested by funds: $909M → $1B (+$90.8M)

4% more funds holding

Funds holding: 285295 (+10)

0.91% less ownership

Funds ownership: 31.41%30.51% (-0.91%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
295
Holders Change
+10
Holders Change %
+3.51%
% of All Funds
3.89%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
45
Increased
92
Reduced
76
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
76
Oppenheimer & Co
New York
$1.19M +$357K +29,693 +41%
KL
77
KIM LLC
Kansas
$1.17M
NA
78
NewEdge Advisors
Louisiana
$1.16M -$18.5K -1,539 -2%
Cerity Partners
79
Cerity Partners
New York
$1.16M -$26.5K -2,204 -2%
CCWA
80
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.1M -$694K -57,669 -38%
KA
81
Kercheville Advisors
Texas
$1.09M +$36.4K +3,025 +3%
TIM
82
Tortoise Investment Management
New York
$1.09M -$698K -58,000 -38%
SMC
83
Smith, Moore & Co
Missouri
$1.08M +$346K +28,786 +45%
CL
84
Choreo LLC
Illinois
$1.04M -$68K -5,655 -6%
USCWA
85
U.S. Capital Wealth Advisors
Texas
$924K -$201K -16,677 -17%
BCG
86
Breakwater Capital Group
New Jersey
$920K +$48.4K +4,025 +5%
PAG
87
Private Advisor Group
New Jersey
$901K -$370K -30,751 -28%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$898K +$43.1K +3,585 +5%
Mariner
89
Mariner
Kansas
$883K -$41.2K -3,422 -4%
ASN
90
Advisory Services Network
Georgia
$849K -$34.5K -2,871 -4%
SWA
91
Stratos Wealth Advisors
Ohio
$847K -$2.77K -230 -0.3%
AGA
92
Arkos Global Advisors
Texas
$821K -$450K -37,395 -35%
GWMR
93
GC Wealth Management RIA
Massachusetts
$804K +$71.4K +5,936 +9%
GM
94
GeoWealth Management
Illinois
$804K +$71.4K +5,936 +9%
NA
95
Novus Advisors
South Carolina
$799K +$824K +68,487 New
CGA
96
Crescent Grove Advisors
Illinois
$779K -$103K -8,595 -11%
AIA
97
Absolute Investment Advisers
Florida
$764K
SPIA
98
Steward Partners Investment Advisory
New York
$754K +$5.74K +477 +0.7%
AWS
99
Atria Wealth Solutions
New York
$725K +$748K +62,168 New
Bank of New York Mellon
100
Bank of New York Mellon
New York
$725K -$8.13K -676 -1%

NAD Hedge Fund Activity: Q4 2024 in Review

295 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q4 2024, worth a combined $1B — up 10% from $909M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new NAD positions and 31 closed out — a net gain of 14 holders — while 92 added to existing stakes and 76 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $7.08M. The largest seller was Karpus Investment Management, cutting an estimated $34.3M.

  • 295 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q4 2024, up from 285 in Q3 2024.
  • Funds reported $1B of Nuveen Quality Municipal Income Fund stock for Q4 2024, up 10% quarter-over-quarter.
  • 45 funds opened new Nuveen Quality Municipal Income Fund positions in Q4 2024 and 31 closed out, a net change of +14 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q4 2024 was Bramshill Investments, an estimated $7.08M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q4 2024 was Karpus Investment Management, an estimated $34.3M sold.

Based on aggregated 13F filings for Q4 2024.