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Nuveen Quality Municipal Income Fund
NAD

148 hedge funds and large institutions have $370M invested in Nuveen Quality Municipal Income Fund in 2016 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 48 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,200% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 4

1,500% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 3

649% more capital invested

Capital invested by funds: $49.4M → $370M (+$321M)

147% more funds holding

Funds holding: 60 → 148 (+88)

4.05% more ownership

Funds ownership: 8.12% → 12.18% (+4.1%)

Holders
148
Holders Change
+88
Holders Change %
+146.67%
% of All Funds
3.95%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.08%
New
92
Increased
48
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$48.7M
2
KIM
Karpus Investment Management
New York
+$39.8M
3
Wells Fargo
Wells Fargo
California
+$20.1M
4
1CP
1607 Capital Partners
Virginia
+$17.9M
5
GC
Guggenheim Capital
Illinois
+$17.3M

Top Sellers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$959K
2
NIM
Northeast Investment Management
Massachusetts
-$315K
3
VKH
Virtu KCG Holdings
New York
-$215K
4
SMH
Sanders Morris Harris
Texas
-$176K
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$170K
Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
101
Two Sigma Securities
New York
$178K +$183K +11,822 New
CB
102
Commerce Bank
Missouri
$177K +$183K +11,768 New
JMPWA
103
JP Morgan Private Wealth Advisors
California
$175K +$181K +11,641 New
LNC
104
Lincoln National Corp
Pennsylvania
$174K +$180K +11,576 New
Lido Advisors
105
Lido Advisors
California
$172K +$177K +11,417 New
MAM
106
Marquette Asset Management
Minnesota
$168K – – –
DWT
107
Dorsey & Whitney Trust
South Dakota
$165K +$170K +10,952 New
LCM
108
Landscape Capital Management
New Jersey
$165K +$170K +10,962 New
CWM
109
Concert Wealth Management
California
$162K +$168K +10,813 New
SSWM
110
Sheets Smith Wealth Management
North Carolina
$160K +$164K +10,593 New
MC
111
Matisse Capital
Oregon
$159K +$163K +10,525 New
Truist Financial
112
Truist Financial
North Carolina
$156K +$162K +10,411 New
EAM
113
Evanson Asset Management
California
$155K +$160K +10,289 New
TJHA
114
Thomas J. Herzfeld Advisors
Florida
$152K +$156K +10,085 New
PMFA
115
Plante Moran Financial Advisors
Michigan
$151K +$155K +10,010 New
SNT
116
Security National Trust
West Virginia
$142K +$84.2K +5,429 +135%
VC
117
Vestor Capital
Illinois
$140K +$145K +9,319 New
FNBT
118
FineMark National Bank & Trust
Florida
$136K +$140K +8,997 New
SSB
119
Sandy Spring Bank
Maryland
$134K – – –
WEC
120
Winslow Evans & Crocker
Massachusetts
$116K +$119K +7,674 New
WAS
121
Winch Advisory Services
Wisconsin
$113K +$116K +7,486 New
DADC
122
D.A. Davidson & Co
Montana
$94K +$97.1K +6,260 New
SIM
123
Sonora Investment Management
Arizona
$92.7K – – –
AA
124
Apriem Advisors
California
$92K +$94.5K +6,090 New
BAM
125
Brave Asset Management
New Jersey
$89K +$91.7K +5,908 New
3 4
5
6 7

NAD Hedge Fund Activity: Q3 2016 in Review

148 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q3 2016, worth a combined $370M — up 649% from $49.4M a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new NAD positions and 4 closed out — a net gain of 88 holders — while 48 added to existing stakes and 3 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $48.7M. The largest seller was Northwestern Mutual Wealth Management, exiting entirely with an estimated $959K sold.

  • 148 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q3 2016, up from 60 in Q2 2016.
  • Funds reported $370M of Nuveen Quality Municipal Income Fund stock for Q3 2016, up 649% quarter-over-quarter.
  • 92 funds opened new Nuveen Quality Municipal Income Fund positions in Q3 2016 and 4 closed out, a net change of +88 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q3 2016 was Morgan Stanley, an estimated $48.7M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q3 2016 was Northwestern Mutual Wealth Management, an estimated $959K sold.

Based on aggregated 13F filings for Q3 2016.