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Nuveen Quality Municipal Income Fund

154 hedge funds and large institutions have $311M invested in Nuveen Quality Municipal Income Fund in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 49 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

1.14% less ownership

Funds ownership: 12.39%11.26% (-1.1%)

2% less funds holding

Funds holding: 157154 (-3)

11% less capital invested

Capital invested by funds: $349M → $311M (-$38.5M)

31% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 49

Holders
154
Holders Change
-3
Holders Change %
-1.91%
% of All Funds
3.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
34
Reduced
49
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFO
126
Pathstone Family Office
New Jersey
$76K +$76.9K +5,577 New
DADC
127
D.A. Davidson & Co
Montana
$65K -$20.7K -1,501 -24%
WB
128
Webster Bank
Connecticut
$62K
EFSCE
129
Enterprise Financial Services Corp (EFSC)
Missouri
$56K
WAS
130
Winch Advisory Services
Wisconsin
$53K +$772 +56 +1%
HCM
131
Highlander Capital Management
New Jersey
$42K
CFA
132
Carroll Financial Associates
North Carolina
$37K
RFA
133
Reilly Financial Advisors
California
$36K
NFG
134
Next Financial Group
Texas
$33K -$8.69K -630 -21%
KTC
135
Kistler-Tiffany Companies
Pennsylvania
$32K
WC
136
Whitnell & Co
Illinois
$31K
MIM
137
Macroview Investment Management
Maryland
$28K
SPIA
138
Steward Partners Investment Advisory
New York
$27K +$27.8K +2,016 New
GRP
139
Global Retirement Partners
California
$15K
BRC
140
Bell Rock Capital
Delaware
$13K
MA
141
MUFG Americas
New York
$11K +$10.6K +769 New
APSP
142
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K +$96 +7 +1%
CPIG
143
Chicago Partners Investment Group
Illinois
$9K
IWM
144
IHT Wealth Management
Illinois
$8K -$175K -12,712 -95%
BC
145
Bartlett & Co
Ohio
$8K -$5.51K -400 -40%
VIA
146
Vantage Investment Advisors
Pennsylvania
$8K +$124 +9 +1%
Northern Trust
147
Northern Trust
Illinois
$7K -$98.6K -7,151 -11%
WA
148
Winfield Associates
Ohio
$7K
CFN
149
Cordasco Financial Network
Florida
$4K
Manulife (Manufacturers Life Insurance)
150
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2K -$8.69K -630 -81%

NAD Hedge Fund Activity: Q1 2017 in Review

154 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q1 2017, worth a combined $311M — down 11% from $349M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of NAD and 19 opened new positions — a net loss of 1 holder — while 49 trimmed existing stakes and 34 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $2.26M. The largest seller was Oxbow Advisors, exiting entirely with an estimated $9.26M sold.

  • 154 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q1 2017, down from 157 in Q4 2016.
  • Funds reported $311M of Nuveen Quality Municipal Income Fund stock for Q1 2017, down 11% quarter-over-quarter.
  • 19 funds opened new Nuveen Quality Municipal Income Fund positions in Q1 2017 and 20 closed out, a net change of -1 holder.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q1 2017 was Rivernorth Capital Management, an estimated $2.26M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q1 2017 was Oxbow Advisors, an estimated $9.26M sold.

Based on aggregated 13F filings for Q1 2017.