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Nuveen Quality Municipal Income Fund
NAD

240 hedge funds and large institutions have $814M invested in Nuveen Quality Municipal Income Fund in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 78 increasing their positions, 39 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 39

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

6% more funds holding

Funds holding: 226 → 240 (+14)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0% less capital invested

Capital invested by funds: $815M → $814M (-$1.62M)

1.45% less ownership

Funds ownership: 26.51% → 25.05% (-1.5%)

Holders
240
Holders Change
+14
Holders Change %
+6.19%
% of All Funds
4.25%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
36
Increased
78
Reduced
39
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
V
Veritable
Delaware
+$10.3M
2
BI
Bramshill Investments
Florida
+$8.06M
3
UBS Group
UBS Group
Switzerland
+$5.13M
4
RVPG
Relative Value Partners Group
+$1.75M
5
Wells Fargo
Wells Fargo
California
+$1.74M

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$50.8M
2
EVM
Eaton Vance Management
Massachusetts
-$10.8M
3
PPA
Parametric Portfolio Associates
Washington
-$7.08M
4
PCM
PenderFund Capital Management
British Columbia, Canada
-$3.88M
5
1CP
1607 Capital Partners
Virginia
-$2.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
126
Wellspring Financial Advisors
Ohio
$240K -$85.7K -5,800 -27%
AWA
127
AmeriServ Wealth Advisors
Pennsylvania
$238K +$229K +15,504 New
BRWM
128
B. Riley Wealth Management
Tennessee
$236K -$494K -33,460 -69%
SBH
129
Segall Bryant & Hamill
Illinois
$233K – – –
BIM
130
Bridgecreek Investment Management
Oklahoma
$231K – – –
CRC
131
Curi RMB Capital
Illinois
$231K – – –
IFG
132
Independent Financial Group
California
$227K +$37K +2,502 +20%
RJT
133
Raymond James Trust
Florida
$224K – – –
SBIA
134
Sheaff Brock Investment Advisors
Indiana
$223K – – –
MWM
135
Meridian Wealth Management
Kentucky
$221K +$59.1K +4,000 +38%
MM
136
Main Management
California
$215K – – –
BFEC
137
Benjamin F. Edwards & Company
Missouri
$212K +$473 +32 +0.2%
DWT
138
Dorsey & Whitney Trust
South Dakota
$207K – – –
AIFAIM
139
American Institute for Advanced Investment Management
Arizona
$206K +$47.6K +3,225 +32%
TNB
140
Thomasville National Bank
Georgia
$205K -$4.88K -330 -2%
LCM
141
Landscape Capital Management
New Jersey
$205K +$197K +13,311 New
BHWM
142
Bar Harbor Wealth Management
New Hampshire
$200K – – –
ECM
143
Evergreen Capital Management
Washington
$197K – – –
CWS
144
Cypress Wealth Services
California
$194K +$187K +12,654 New
KeyBank National Association
145
KeyBank National Association
Ohio
$190K +$26.8K +1,811 +17%
MSAM
146
Moloney Securities Asset Management
Missouri
$187K +$29.6K +2,000 +20%
TJHA
147
Thomas J. Herzfeld Advisors
Florida
$186K +$10.9K +739 +7%
AAS
148
Avantax Advisory Services
Texas
$183K -$280K -18,978 -62%
SPC
149
Sigma Planning Corp
Michigan
$183K -$57.2K -3,869 -25%
HR
150
Hardy Reed
Mississippi
$179K – – –
4 5
6
7 8

NAD Hedge Fund Activity: Q4 2020 in Review

240 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q4 2020, worth a combined $814M — down 0.2% from $815M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new NAD positions and 21 closed out — a net gain of 15 holders — while 78 added to existing stakes and 39 trimmed.

The largest buyer was Veritable, adding an estimated $10.3M. The largest seller was Karpus Investment Management, cutting an estimated $50.8M.

  • 240 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q4 2020, up from 226 in Q3 2020.
  • Funds reported $814M of Nuveen Quality Municipal Income Fund stock for Q4 2020, down 0.2% quarter-over-quarter.
  • 36 funds opened new Nuveen Quality Municipal Income Fund positions in Q4 2020 and 21 closed out, a net change of +15 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q4 2020 was Veritable, an estimated $10.3M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q4 2020 was Karpus Investment Management, an estimated $50.8M sold.

Based on aggregated 13F filings for Q4 2020.