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Nuveen Quality Municipal Income Fund
NAD

271 hedge funds and large institutions have $862M invested in Nuveen Quality Municipal Income Fund in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 80 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 21

54% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 52

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

9% more funds holding

Funds holding: 249 → 271 (+22)

4% more capital invested

Capital invested by funds: $826M → $862M (+$35.7M)

0.25% more ownership

Funds ownership: 22.68% → 22.93% (+0.25%)

Holders
271
Holders Change
+22
Holders Change %
+8.84%
% of All Funds
4.17%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
46
Increased
80
Reduced
52
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$4.72M
2
SIA
Sit Investment Associates
Minnesota
+$4.69M
3
BI
Bramshill Investments
Florida
+$3.75M
4
RCM
Rivernorth Capital Management
Florida
+$2.84M
5
Morgan Stanley
Morgan Stanley
New York
+$2.29M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$15.2M
2
PPA
Parametric Portfolio Associates
Washington
-$9.71M
3
UBS Group
UBS Group
Switzerland
-$8.43M
4
Wells Fargo
Wells Fargo
California
-$5.44M
5
N
Natixis
France
-$2.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
QCIG
126
Quad-Cities Investment Group
Iowa
$357K +$3.12K +199 +0.9%
SCM
127
Stordahl Capital Management
Colorado
$356K – – –
FWM
128
Frontier Wealth Management
Missouri
$346K +$172K +11,000 +105%
BRWM
129
B. Riley Wealth Management
Tennessee
$341K +$85.2K +5,442 +35%
TIM
130
Tortoise Investment Management
New York
$338K -$25.1K -1,600 -7%
Thrivent Financial for Lutherans
131
Thrivent Financial for Lutherans
Minnesota
$337K – – –
FIM
132
Fruth Investment Management
Texas
$335K -$7.83K -500 -2%
EWA
133
Exencial Wealth Advisors
Oklahoma
$331K +$4.84K +309 +2%
IFG
134
Independent Financial Group
California
$312K +$85.7K +5,472 +39%
Rockefeller Capital Management
135
Rockefeller Capital Management
New York
$306K – – –
RJT
136
Raymond James Trust
Florida
$300K +$47.8K +3,053 +20%
BFC
137
Bedel Financial Consulting
Indiana
$295K – – –
MFW
138
Meristem Family Wealth
Minnesota
$291K – – –
AIFAIM
139
American Institute for Advanced Investment Management
Arizona
$275K +$10.2K +650 +4%
WI
140
Wintrust Investments
Illinois
$275K +$268K +17,091 New
CT
141
Caldwell Trust
Florida
$268K – – –
ACS
142
Archford Capital Strategies
Illinois
$267K – – –
UB
143
UMB Bank
Missouri
$265K +$258K +16,457 New
AFS
144
Access Financial Services
Minnesota
$262K +$255K +16,270 New
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$260K – – –
TF
146
TIAA FSB
Florida
$257K – – –
TIAM2
147
Tru Independence Asset Management 2
Oregon
$257K +$250K +15,967 New
SPIA
148
Steward Partners Investment Advisory
New York
$252K +$44.7K +2,854 +22%
AWA
149
AmeriServ Wealth Advisors
Pennsylvania
$250K – – –
SAM
150
Seelaus Asset Management
New Jersey
$250K +$18.8K +1,200 +8%
4 5
6
7 8

NAD Hedge Fund Activity: Q4 2021 in Review

271 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q4 2021, worth a combined $862M — up 4.3% from $826M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new NAD positions and 21 closed out — a net gain of 25 holders — while 80 added to existing stakes and 52 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $4.72M. The largest seller was Citadel Advisors, cutting an estimated $15.2M.

  • 271 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q4 2021, up from 249 in Q3 2021.
  • Funds reported $862M of Nuveen Quality Municipal Income Fund stock for Q4 2021, up 4.3% quarter-over-quarter.
  • 46 funds opened new Nuveen Quality Municipal Income Fund positions in Q4 2021 and 21 closed out, a net change of +25 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q4 2021 was Hennion & Walsh Asset Management, an estimated $4.72M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q4 2021 was Citadel Advisors, an estimated $15.2M sold.

Based on aggregated 13F filings for Q4 2021.