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Nuveen Quality Municipal Income Fund
NAD

212 hedge funds and large institutions have $727M invested in Nuveen Quality Municipal Income Fund in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 9

86% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 37

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

14% more capital invested

Capital invested by funds: $637M → $727M (+$89.3M)

10% more funds holding

Funds holding: 192 → 212 (+20)

0.42% less ownership

Funds ownership: 25.04% → 24.61% (-0.42%)

Holders
212
Holders Change
+20
Holders Change %
+10.42%
% of All Funds
4.18%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
33
Increased
69
Reduced
37
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$8.29M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.02M
3
Morgan Stanley
Morgan Stanley
New York
+$2.82M
4
UBS Group
UBS Group
Switzerland
+$2.64M
5
SIA
Sit Investment Associates
Minnesota
+$2.33M

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$13.4M
2
COLIM
City of London Investment Management
United Kingdom
-$8.63M
3
BI
Bramshill Investments
Florida
-$8.5M
4
KIM
Karpus Investment Management
New York
-$8.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
SBH
126
Segall Bryant & Hamill
Illinois
$222K – – –
BIM
127
Bridgecreek Investment Management
Oklahoma
$219K – – –
CRC
128
Curi RMB Capital
Illinois
$219K – – –
DAM
129
Delta Asset Management
Tennessee
$207K – – –
MFW
130
Meristem Family Wealth
Minnesota
$207K – – –
PWPS
131
Pinnacle Wealth Planning Services
Ohio
$204K +$202K +13,995 New
SWM
132
SeaCrest Wealth Management
New York
$202K +$21.4K +1,477 +12%
TNB
133
Thomasville National Bank
Georgia
$200K – – –
OC
134
Oppenheimer & Co
New York
$200K +$198K +13,680 New
CA
135
Calton & Associates
Florida
$198K +$13.4K +926 +7%
DWT
136
Dorsey & Whitney Trust
South Dakota
$197K – – –
MOS
137
MGO One Seven
Ohio
$194K +$5.54K +383 +3%
BHWM
138
Bar Harbor Wealth Management
New Hampshire
$190K – – –
ECM
139
Evergreen Capital Management
Washington
$187K – – –
CWS
140
Cypress Wealth Services
California
$185K -$429K -29,675 -70%
WI
141
Wintrust Investments
Illinois
$178K +$176K +12,191 New
SPIA
142
Steward Partners Investment Advisory
New York
$175K +$18.1K +1,250 +12%
CBTWT
143
Community Bank & Trust (Waco, Texas)
Texas
$172K -$87 -6 -0.1%
HR
144
Hardy Reed
Mississippi
$170K +$169K +11,664 New
TW
145
Transform Wealth
Colorado
$169K -$116K -8,000 -41%
Lido Advisors
146
Lido Advisors
California
$167K – – –
AF
147
Advisornet Financial
Minnesota
$167K +$95.8K +6,627 +138%
Luther King Capital Management (LKCM)
148
Luther King Capital Management (LKCM)
Texas
$165K – – –
NSIM
149
North Star Investment Management
Illinois
$161K – – –
NFC
150
Northeast Financial Consultants
Connecticut
$160K – – –
4 5
6
7 8

NAD Hedge Fund Activity: Q4 2019 in Review

212 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q4 2019, worth a combined $727M — up 14% from $637M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new NAD positions and 9 closed out — a net gain of 24 holders — while 69 added to existing stakes and 37 trimmed.

The largest buyer was Wells Fargo, adding an estimated $8.29M. The largest seller was Rivernorth Capital Management, cutting an estimated $13.4M.

  • 212 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q4 2019, up from 192 in Q3 2019.
  • Funds reported $727M of Nuveen Quality Municipal Income Fund stock for Q4 2019, up 14% quarter-over-quarter.
  • 33 funds opened new Nuveen Quality Municipal Income Fund positions in Q4 2019 and 9 closed out, a net change of +24 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q4 2019 was Wells Fargo, an estimated $8.29M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q4 2019 was Rivernorth Capital Management, an estimated $13.4M sold.

Based on aggregated 13F filings for Q4 2019.