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Nuveen Quality Municipal Income Fund
NAD

244 hedge funds and large institutions have $880M invested in Nuveen Quality Municipal Income Fund in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 92 increasing their positions, 38 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 38

50% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 24

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

8% more capital invested

Capital invested by funds: $813M → $880M (+$67.5M)

5% more funds holding

Funds holding: 233 → 244 (+11)

1.81% less ownership

Funds ownership: 25.37% → 23.56% (-1.8%)

Holders
244
Holders Change
+11
Holders Change %
+4.72%
% of All Funds
4.25%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
36
Increased
92
Reduced
38
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$9.24M
2
UBS Group
UBS Group
Switzerland
+$8.83M
3
Morgan Stanley
Morgan Stanley
New York
+$5.61M
4
Bank of America
Bank of America
North Carolina
+$5.09M
5
SIA
Sit Investment Associates
Minnesota
+$4.6M

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$44.6M
2
VCM
Vivaldi Capital Management
Illinois
-$3.49M
3
RVPG
Relative Value Partners Group
-$3.17M
4
1CP
1607 Capital Partners
Virginia
-$1.44M
5
DWM
Dakota Wealth Management
Florida
-$984K
Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
126
OneDigital Investment Advisors
Kansas
$313K +$39.8K +2,562 +15%
OC
127
Oppenheimer & Co
New York
$308K +$22.7K +1,458 +8%
Rockefeller Capital Management
128
Rockefeller Capital Management
New York
$304K -$59.2K -3,807 -17%
FIB
129
First Interstate Bank
Montana
$298K +$289K +18,591 New
BFC
130
Bedel Financial Consulting
Indiana
$293K – – –
WI
131
Wintrust Investments
Illinois
$272K +$10.1K +650 +4%
CT
132
Caldwell Trust
Florida
$266K – – –
ACS
133
Archford Capital Strategies
Illinois
$266K – – –
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$264K – – –
HH
135
Hilltop Holdings
Texas
$261K +$254K +16,305 New
WMA
136
Wealth Management Associates
New Jersey
$258K +$824 +53 +0.3%
SWM
137
SeaCrest Wealth Management
New York
$256K +$24K +1,546 +11%
IIA
138
IPG Investment Advisors
California
$256K – – –
TF
139
TIAA FSB
Florida
$255K +$248K +15,957 New
AIFAIM
140
American Institute for Advanced Investment Management
Arizona
$253K – – –
AWA
141
AmeriServ Wealth Advisors
Pennsylvania
$248K – – –
RJT
142
Raymond James Trust
Florida
$248K +$12.5K +802 +5%
SBH
143
Segall Bryant & Hamill
Illinois
$243K – – –
BRWM
144
B. Riley Wealth Management
Tennessee
$241K +$1.45K +93 +0.6%
BIM
145
Bridgecreek Investment Management
Oklahoma
$240K – – –
CRC
146
Curi RMB Capital
Illinois
$240K – – –
BAS
147
Brown Advisory Securities
Maryland
$239K +$232K +14,917 New
SBIA
148
Sheaff Brock Investment Advisors
Indiana
$233K – – –
MWM
149
Meridian Wealth Management
Kentucky
$231K – – –
PFS
150
Prospera Financial Services
Texas
$224K +$1.14K +73 +0.5%
4 5
6
7 8

NAD Hedge Fund Activity: Q2 2021 in Review

244 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q2 2021, worth a combined $880M — up 8.3% from $813M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new NAD positions and 24 closed out — a net gain of 12 holders — while 92 added to existing stakes and 38 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $9.24M. The largest seller was Karpus Investment Management, cutting an estimated $44.6M.

  • 244 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q2 2021, up from 233 in Q1 2021.
  • Funds reported $880M of Nuveen Quality Municipal Income Fund stock for Q2 2021, up 8.3% quarter-over-quarter.
  • 36 funds opened new Nuveen Quality Municipal Income Fund positions in Q2 2021 and 24 closed out, a net change of +12 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q2 2021 was Bramshill Investments, an estimated $9.24M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q2 2021 was Karpus Investment Management, an estimated $44.6M sold.

Based on aggregated 13F filings for Q2 2021.