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Nuveen Quality Municipal Income Fund
NAD

226 hedge funds and large institutions have $815M invested in Nuveen Quality Municipal Income Fund in 2020 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 16

21% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 52

7% more funds holding

Funds holding: 212 → 226 (+14)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

5% less capital invested

Capital invested by funds: $855M → $815M (-$39.6M)

2.27% less ownership

Funds ownership: 28.78% → 26.51% (-2.3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $184K

Holders
226
Holders Change
+14
Holders Change %
+6.6%
% of All Funds
4.56%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
31
Increased
63
Reduced
52
Closed
16
Calls
–
Puts
$184K
Net Calls
-$184K
Net Calls Change
-$184K

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$21.3M
2
RVPG
Relative Value Partners Group
+$6.9M
3
UBS Group
UBS Group
Switzerland
+$3.93M
4
IWM
IHT Wealth Management
Illinois
+$1.99M
5
PPA
Parametric Portfolio Associates
Washington
+$1.13M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$44.6M
2
BlackRock
BlackRock
New York
-$32.5M
3
KIM
Karpus Investment Management
New York
-$9.92M
4
RCM
Rivernorth Capital Management
Florida
-$6.02M
5
SIA
Sit Investment Associates
Minnesota
-$3.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
DI
101
Diligent Investors
California
$357K -$65.6K -4,520 -16%
CIAS
102
Capital Investment Advisory Services
North Carolina
$328K +$328K +22,575 New
MAFM
103
Mid Atlantic Financial Management
Pennsylvania
$323K – – –
FIM
104
Fruth Investment Management
Texas
$321K -$4.36K -300 -1%
SCM
105
Stordahl Capital Management
Colorado
$321K +$43.7K +3,010 +16%
WFA
106
Wellspring Financial Advisors
Ohio
$311K – – –
QCIG
107
Quad-Cities Investment Group
Iowa
$310K +$2.13K +147 +0.7%
FFA
108
First Foundation Advisors
California
$309K -$20.1K -1,385 -6%
CIA
109
Choate Investment Advisors
Massachusetts
$303K – – –
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$301K +$72.6K +5,000 +32%
ASN
111
Advisory Services Network
Georgia
$290K +$290K +19,953 New
SS
112
Sunbelt Securities
Texas
$289K +$289K +19,902 New
SWM
113
SeaCrest Wealth Management
New York
$282K +$1.44K +99 +0.5%
AC
114
Avestar Capital
New York
$280K – – –
KP
115
Keel Point
Alabama
$276K – – –
MML Investors Services
116
MML Investors Services
Massachusetts
$273K +$19.4K +1,334 +8%
FAAS
117
First Allied Advisory Services
California
$269K +$101K +6,977 +60%
BFC
118
Bedel Financial Consulting
Indiana
$266K – – –
DC
119
Davenport & Co
Virginia
$258K -$1.96K -135 -0.8%
CAN
120
Cetera Advisor Networks
California
$257K -$24K -1,650 -9%
AT
121
Arden Trust
Delaware
$248K – – –
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$248K +$4.47K +308 +2%
OC
123
Oppenheimer & Co
New York
$247K +$34.5K +2,376 +16%
CT
124
Caldwell Trust
Florida
$241K – – –
ACS
125
Archford Capital Strategies
Illinois
$241K – – –
3 4
5
6 7

NAD Hedge Fund Activity: Q3 2020 in Review

226 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q3 2020, worth a combined $815M — down 4.6% from $855M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new NAD positions and 16 closed out — a net gain of 15 holders — while 63 added to existing stakes and 52 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $21.3M. The largest seller was Wells Fargo, cutting an estimated $44.6M.

  • 226 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q3 2020, up from 212 in Q2 2020.
  • Funds reported $815M of Nuveen Quality Municipal Income Fund stock for Q3 2020, down 4.6% quarter-over-quarter.
  • 31 funds opened new Nuveen Quality Municipal Income Fund positions in Q3 2020 and 16 closed out, a net change of +15 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q3 2020 was Bramshill Investments, an estimated $21.3M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q3 2020 was Wells Fargo, an estimated $44.6M sold.

Based on aggregated 13F filings for Q3 2020.