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Nuveen Quality Municipal Income Fund

249 hedge funds and large institutions have $826M invested in Nuveen Quality Municipal Income Fund in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 74 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

25% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 59

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

2% more funds holding

Funds holding: 244249 (+5)

0.88% less ownership

Funds ownership: 23.56%22.68% (-0.88%)

6% less capital invested

Capital invested by funds: $880M → $826M (-$53.8M)

Holders
249
Holders Change
+5
Holders Change %
+2.05%
% of All Funds
4.36%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
25
Increased
74
Reduced
59
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFW
126
Meristem Family Wealth
Minnesota
$282K +$292K +18,050 New
AWA
127
Arete Wealth Advisors
Illinois
$264K +$14.5K +894 +6%
CT
128
Caldwell Trust
Florida
$260K
ACS
129
Archford Capital Strategies
Illinois
$259K
AIFAIM
130
American Institute for Advanced Investment Management
Arizona
$256K +$10.1K +625 +4%
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$253K -$4.99K -308 -2%
WMA
132
Wealth Management Associates
New Jersey
$253K +$810 +50 +0.3%
SWM
133
SeaCrest Wealth Management
New York
$251K +$972 +60 +0.4%
IIA
134
IPG Investment Advisors
California
$249K
TF
135
TIAA FSB
Florida
$249K
LNC
136
Lincoln National Corp
Pennsylvania
$248K +$72.5K +4,473 +39%
BRWA
137
B. Riley Wealth Advisors
Florida
$247K +$252K +15,545 New
BRWM
138
B. Riley Wealth Management
Tennessee
$246K +$11.2K +693 +5%
AWA
139
AmeriServ Wealth Advisors
Pennsylvania
$242K
RJT
140
Raymond James Trust
Florida
$242K
SBH
141
Segall Bryant & Hamill
Illinois
$237K
BAS
142
Brown Advisory Securities
Maryland
$235K
BIM
143
Bridgecreek Investment Management
Oklahoma
$234K
CRC
144
Curi RMB Capital
Illinois
$234K
SBIA
145
Sheaff Brock Investment Advisors
Indiana
$227K
MWM
146
Meridian Wealth Management
Kentucky
$225K
SAM
147
Seelaus Asset Management
New Jersey
$223K +$24.3K +1,500 +12%
PFS
148
Prospera Financial Services
Texas
$220K +$1.12K +69 +0.5%
IWP
149
Icon Wealth Partners
Texas
$218K +$41.4K +2,554 +22%
IFG
150
Independent Financial Group
California
$218K

NAD Hedge Fund Activity: Q3 2021 in Review

249 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q3 2021, worth a combined $826M — down 6.1% from $880M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NAD positions and 16 closed out — a net gain of 9 holders — while 74 added to existing stakes and 59 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $19.6M. The largest seller was Parametric Portfolio Associates, cutting an estimated $25.1M.

  • 249 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q3 2021, up from 244 in Q2 2021.
  • Funds reported $826M of Nuveen Quality Municipal Income Fund stock for Q3 2021, down 6.1% quarter-over-quarter.
  • 25 funds opened new Nuveen Quality Municipal Income Fund positions in Q3 2021 and 16 closed out, a net change of +9 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q3 2021 was Citadel Advisors, an estimated $19.6M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q3 2021 was Parametric Portfolio Associates, an estimated $25.1M sold.

Based on aggregated 13F filings for Q3 2021.