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Nuveen Quality Municipal Income Fund
NAD

276 hedge funds and large institutions have $974M invested in Nuveen Quality Municipal Income Fund in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 85 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

2% more funds holding

Funds holding: 271 → 276 (+5)

3% more capital invested

Capital invested by funds: $948M → $974M (+$26M)

0.02% more ownership

Funds ownership: 35.35% → 35.37% (+0.02%)

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (0)

9% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 85

Holders
276
Holders Change
+5
Holders Change %
+1.85%
% of All Funds
3.99%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
33
Increased
77
Reduced
85
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MSL
Mackay Shields LLC
New York
+$20.6M
2
KIM
Karpus Investment Management
New York
+$16.1M
3
RCM
Rivernorth Capital Management
Florida
+$13.5M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$7.21M
5
Morgan Stanley
Morgan Stanley
New York
+$5.46M

Top Sellers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
-$47.2M
2
LSC
Logan Stone Capital
Illinois
-$8.51M
3
AA
AQR Arbitrage
Connecticut
-$4.23M
4
LCM
Landscape Capital Management
New Jersey
-$2.88M
5
PCM
PenderFund Capital Management
British Columbia, Canada
-$2.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$623K -$52.5K -4,660 -8%
CA
102
Claro Advisors
Massachusetts
$609K -$20.9K -1,851 -3%
SF
103
Summit Financial
New Jersey
$601K +$355K +31,461 +162%
Corient Private Wealth
104
Corient Private Wealth
Florida
$583K – – –
RIA
105
Realta Investment Advisors
Delaware
$574K – – –
RA
106
RFG Advisory
Alabama
$564K +$25.9K +2,301 +5%
OIA
107
OneDigital Investment Advisors
Kansas
$563K -$1.19M -105,578 -69%
Truist Financial
108
Truist Financial
North Carolina
$556K – – –
SWA
109
Stratos Wealth Advisors
Ohio
$541K +$519K +46,047 New
CIA
110
Concurrent Investment Advisors
Florida
$532K +$27.9K +2,470 +6%
ICMP
111
Integrated Capital Management (Pennsylvania)
Pennsylvania
$522K +$127K +11,262 +34%
JSW
112
Journey Strategic Wealth
New Jersey
$483K -$111K -9,814 -19%
PS
113
Portfolio Strategies
New York
$470K – – –
GWMR
114
GC Wealth Management RIA
Massachusetts
$466K -$442K -39,163 -50%
GM
115
GeoWealth Management
Illinois
$466K -$421K -37,373 -48%
SMC
116
Smith, Moore & Co
Missouri
$452K -$3.1K -275 -0.7%
Comerica Bank
117
Comerica Bank
Texas
$440K -$126K -11,167 -23%
BIA
118
Barry Investment Advisors
Massachusetts
$429K -$80.1K -7,104 -16%
MG
119
Marex Group
$427K +$410K +36,329 New
GC
120
Gould Capital
Washington
$417K -$1.06K -94 -0.3%
MWM
121
Melfa Wealth Management
Massachusetts
$403K – – –
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$400K -$181K -16,047 -34%
DADC
123
D.A. Davidson & Co
Montana
$381K +$428 +38 +0.1%
SWM
124
Silverlake Wealth Management
Vermont
$379K +$710 +63 +0.2%
CWP
125
CFM Wealth Partners
Texas
$376K – – –
3 4
5
6 7

NAD Hedge Fund Activity: Q2 2024 in Review

276 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q2 2024, worth a combined $974M — up 2.7% from $948M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new NAD positions and 24 closed out — a net gain of 9 holders — while 77 added to existing stakes and 85 trimmed.

The largest buyer was Mackay Shields LLC, adding an estimated $20.6M. The largest seller was Bramshill Investments, cutting an estimated $47.2M.

  • 276 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q2 2024, up from 271 in Q1 2024.
  • Funds reported $974M of Nuveen Quality Municipal Income Fund stock for Q2 2024, up 2.7% quarter-over-quarter.
  • 33 funds opened new Nuveen Quality Municipal Income Fund positions in Q2 2024 and 24 closed out, a net change of +9 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q2 2024 was Mackay Shields LLC, an estimated $20.6M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q2 2024 was Bramshill Investments, an estimated $47.2M sold.

Based on aggregated 13F filings for Q2 2024.