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Nuveen Quality Municipal Income Fund
NAD

161 hedge funds and large institutions have $351M invested in Nuveen Quality Municipal Income Fund in 2017 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

3% more funds holding

Funds holding: 157 → 161 (+4)

4% more capital invested

Capital invested by funds: $337M → $351M (+$14.4M)

0.36% more ownership

Funds ownership: 11.9% → 12.27% (+0.36%)

0% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 43

Holders
161
Holders Change
+4
Holders Change %
+2.55%
% of All Funds
4.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
18
Increased
43
Reduced
43
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$15M
2
Morgan Stanley
Morgan Stanley
New York
+$4.16M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$2.51M
4
Wells Fargo
Wells Fargo
California
+$1.65M
5
RCM
Robinson Capital Management
Michigan
+$1.08M

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$5.01M
2
JP Morgan Chase
JP Morgan Chase
New York
-$2.54M
3
AAM
Advisors Asset Management
Colorado
-$2.03M
4
RCM
Rivernorth Capital Management
Florida
-$1.71M
5
Invesco
Invesco
Georgia
-$1.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
126
Chicago Partners Investment Group
Illinois
$106K -$87.4K -6,129 -45%
NSIM
127
North Star Investment Management
Illinois
$101K – – –
CDIA
128
Capital Directions Investment Advisors
Georgia
$81K +$81.7K +5,729 New
WB
129
Webster Bank
Connecticut
$64K – – –
EFSCE
130
Enterprise Financial Services Corp (EFSC)
Missouri
$58K – – –
WAS
131
Winch Advisory Services
Wisconsin
$46K +$670 +47 +1%
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$43K – – –
HCM
133
Highlander Capital Management
New Jersey
$43K – – –
RFA
134
Reilly Financial Advisors
California
$38K – – –
First Manhattan
135
First Manhattan
New York
$38K +$39.2K +2,746 New
KTC
136
Kistler-Tiffany Companies
Pennsylvania
$34K – – –
SPIA
137
Steward Partners Investment Advisory
New York
$33K +$86 +6 +0.3%
MIM
138
Macroview Investment Management
Maryland
$29K – – –
WC
139
Whitnell & Co
Illinois
$29K – – –
MFW
140
Mosaic Family Wealth
Missouri
$29K +$29.1K +2,040 New
HFM
141
Hartford Financial Management
Connecticut
$29K +$29.6K +2,075 New
CFA
142
Carroll Financial Associates
North Carolina
$23K – – –
MCIA
143
Mountain Capital Investment Advisors
Colorado
$18K – – –
SEI Investments
144
SEI Investments
Pennsylvania
$17K +$17.5K +1,224 New
GRP
145
Global Retirement Partners
California
$15K – – –
WAM
146
Wealthspire Advisors (Maryland)
Maryland
$15K +$200 +14 +1%
BRC
147
Bell Rock Capital
Delaware
$13K – – –
APSP
148
Asset Planning Services (Pennsylvania)
Pennsylvania
$11K +$143 +10 +1%
HT
149
Heritage Trust
Oklahoma
$10K +$9.98K +700 New
BC
150
Bartlett & Co
Ohio
$9K – – –
3 4 5
6
7

NAD Hedge Fund Activity: Q3 2017 in Review

161 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q3 2017, worth a combined $351M — up 4.3% from $337M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NAD positions and 13 closed out — a net gain of 5 holders — while 43 added to existing stakes and 43 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $15M. The largest seller was Karpus Investment Management, cutting an estimated $5.01M.

  • 161 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q3 2017, up from 157 in Q2 2017.
  • Funds reported $351M of Nuveen Quality Municipal Income Fund stock for Q3 2017, up 4.3% quarter-over-quarter.
  • 18 funds opened new Nuveen Quality Municipal Income Fund positions in Q3 2017 and 13 closed out, a net change of +5 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q3 2017 was Parametric Portfolio Associates, an estimated $15M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q3 2017 was Karpus Investment Management, an estimated $5.01M sold.

Based on aggregated 13F filings for Q3 2017.