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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
SWM
101
Silverlake Wealth Management
Vermont
$678K +$179K +14,873 +34%
ICMP
102
Integrated Capital Management (Pennsylvania)
Pennsylvania
$676K +$149K +12,381 +27%
MCM
103
MAI Capital Management
Ohio
$671K +$693K +57,552 New
CIA
104
Concurrent Investment Advisors
Florida
$656K -$32.9K -2,737 -5%
BWM
105
BNC Wealth Management
Oregon
$625K -$34.9K -2,901 -5%
OIA
106
OneDigital Investment Advisors
Kansas
$621K -$12.6K -1,051 -2%
SF
107
Summit Financial
New Jersey
$614K +$87.5K +7,273 +16%
CA
108
Claro Advisors
Massachusetts
$610K +$4.98K +414 +0.8%
MCA
109
MSH Capital Advisors
Arizona
$608K
CWP
110
CFM Wealth Partners
Texas
$594K
MG
111
Marex Group
$591K +$68.3K +5,674 +13%
OCM
112
Orleans Capital Management
Louisiana
$582K -$24.1K -2,000 -4%
Corient Private Wealth
113
Corient Private Wealth
Florida
$551K
RA
114
RFG Advisory
Alabama
$533K -$31.3K -2,599 -5%
PI
115
PFG Investments
New York
$516K +$124K +10,264 +30%
JSW
116
Journey Strategic Wealth
New Jersey
$513K +$10.4K +864 +2%
KCIC
117
Kuhn & Co Investment Counsel
Illinois
$501K +$145K +12,043 +39%
MCC
118
Maiden Cove Capital
Maine
$493K +$186K +15,425 +57%
Comerica Bank
119
Comerica Bank
Texas
$491K +$36.8K +3,062 +8%
BIA
120
Barry Investment Advisors
Massachusetts
$477K +$53.7K +4,463 +12%
PS
121
Portfolio Strategies
New York
$466K
Kovitz Investment Group Partners
122
Kovitz Investment Group Partners
Illinois
$459K -$50.4K -4,187 -10%
IAA
123
Independent Advisor Alliance
North Carolina
$445K +$459K +38,146 New
MWM
124
Melfa Wealth Management
Massachusetts
$441K
RP
125
Riverbridge Partners
Minnesota
$431K -$691K -57,466 -61%

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.