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Nuveen Quality Municipal Income Fund
NAD

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: 226 → 240 (+14)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (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
–

Top Buyers

Rank Fund Capital Flow
1
V
Veritable
Delaware
+$10.3M
2
BI
Bramshill Investments
Florida
+$8.06M
3
UBS Group
UBS Group
Switzerland
+$5.13M
4
RVPG
Relative Value Partners Group
+$1.75M
5
Wells Fargo
Wells Fargo
California
+$1.74M

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$50.8M
2
EVM
Eaton Vance Management
Massachusetts
-$10.8M
3
PPA
Parametric Portfolio Associates
Washington
-$7.08M
4
PCM
PenderFund Capital Management
British Columbia, Canada
-$3.88M
5
1CP
1607 Capital Partners
Virginia
-$2.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
DI
101
Diligent Investors
California
$379K +$1.24K +84 +0.3%
SS
102
Sunbelt Securities
Texas
$359K +$51K +3,453 +17%
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$350K +$30.4K +2,057 +10%
MML Investors Services
104
MML Investors Services
Massachusetts
$346K +$54.3K +3,676 +20%
MAFM
105
Mid Atlantic Financial Management
Pennsylvania
$342K +$4.06K +275 +1%
SCM
106
Stordahl Capital Management
Colorado
$339K – – –
FIM
107
Fruth Investment Management
Texas
$335K -$4.43K -300 -1%
QCIG
108
Quad-Cities Investment Group
Iowa
$332K +$2.94K +199 +0.9%
FFA
109
First Foundation Advisors
California
$327K – – –
CIA
110
Choate Investment Advisors
Massachusetts
$321K – – –
BFC
111
Bedel Financial Consulting
Indiana
$281K – – –
DC
112
Davenport & Co
Virginia
$281K +$7.36K +498 +3%
OC
113
Oppenheimer & Co
New York
$273K +$12K +809 +5%
CAN
114
Cetera Advisor Networks
California
$272K – – –
MPCG
115
Matrix Private Capital Group
New York
$268K +$257K +17,405 New
CSPIA
116
Cary Street Partners Investment Advisory
Virginia
$265K +$234K +15,864 +1,129%
AT
117
Arden Trust
Delaware
$263K – – –
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$263K – – –
CT
119
Caldwell Trust
Florida
$256K – – –
ACS
120
Archford Capital Strategies
Illinois
$252K – – –
WI
121
Wintrust Investments
Illinois
$251K – – –
SWM
122
SeaCrest Wealth Management
New York
$250K -$46.4K -3,142 -16%
Thrivent Financial for Lutherans
123
Thrivent Financial for Lutherans
Minnesota
$248K – – –
WMA
124
Wealth Management Associates
New Jersey
$247K +$1.03K +70 +0.4%
IIA
125
IPG Investment Advisors
California
$245K – – –
3 4
5
6 7

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.