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Nuveen Quality Municipal Income Fund
NAD

285 hedge funds and large institutions have $909M invested in Nuveen Quality Municipal Income Fund in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 108 increasing their positions, 64 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 64

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

3% more funds holding

Funds holding: 276 → 285 (+9)

3.95% less ownership

Funds ownership: 35.37% → 31.41% (-4%)

7% less capital invested

Capital invested by funds: $974M → $909M (-$65M)

20% less funds holding in top 10

Funds holding in top 10: 10 → 8 (-2)

Holders
285
Holders Change
+9
Holders Change %
+3.26%
% of All Funds
4.09%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
35
Increased
108
Reduced
64
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$15.4M
2
MGAM
McGowan Group Asset Management
Texas
+$4.84M
3
Morgan Stanley
Morgan Stanley
New York
+$4.34M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.19M
5
UBS Group
UBS Group
Switzerland
+$3.16M

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$65.7M
2
SCM
Saba Capital Management
New York
-$33.5M
3
LSC
Logan Stone Capital
Illinois
-$14.8M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
-$8.76M
5
PCM
Penserra Capital Management
California
-$6.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$380K -$84 -7 -0%
SC
127
Summa Corp
Texas
$377K – – –
EIP
128
Ellis Investment Partners
Pennsylvania
$374K +$588 +49 +0.2%
IWC
129
Integrated Wealth Concepts
Massachusetts
$374K -$1.95K -162 -0.5%
WAP
130
Wealthcare Advisory Partners
Pennsylvania
$365K +$49.3K +4,110 +16%
DADC
131
D.A. Davidson & Co
Montana
$363K -$38.3K -3,190 -10%
IFG
132
Independent Financial Group
California
$347K +$3.07K +256 +0.9%
Brown Advisory
133
Brown Advisory
Maryland
$344K -$9.89K -824 -3%
MCC
134
Maiden Cove Capital
Maine
$333K +$164K +13,675 +104%
NMC
135
Nine Masts Capital
Hong Kong
$324K -$2.59M -216,053 -89%
VF
136
Virtu Financial
New York
$324K +$138K +11,529 +79%
EW
137
Element Wealth
Mississippi
$323K – – –
PCA
138
Peddock Capital Advisors
Massachusetts
$312K – – –
WMA
139
Wealth Management Associates
New Jersey
$310K – – –
CPIG
140
Chicago Partners Investment Group
Illinois
$308K +$4.14K +345 +1%
WFS
141
Widmann Financial Services
Maryland
$307K +$1.09K +91 +0.4%
RJT
142
Raymond James Trust
Florida
$301K -$79.2K -6,597 -21%
BAM
143
Belpointe Asset Management
Nevada
$296K +$150K +12,482 +109%
RIA
144
Realta Investment Advisors
Delaware
$295K -$297K -24,770 -51%
HCM
145
Hollencrest Capital Management
California
$279K – – –
CHA
146
Carmichael Hill & Associates
Maryland
$272K – – –
CFGSD
147
Compass Financial Group (South Dakota)
South Dakota
$269K +$1.3K +108 +0.5%
SC
148
Scotia Capital
Ontario, Canada
$266K +$18K +1,500 +8%
BP
149
BBR Partners
New York
$265K – – –
SCA
150
Snowden Capital Advisors
New York
$259K +$4.69K +391 +2%
4 5
6
7 8

NAD Hedge Fund Activity: Q3 2024 in Review

285 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q3 2024, worth a combined $909M — down 6.7% from $974M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new NAD positions and 24 closed out — a net gain of 11 holders — while 108 added to existing stakes and 64 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $15.4M. The largest seller was Karpus Investment Management, cutting an estimated $65.7M.

  • 285 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q3 2024, up from 276 in Q2 2024.
  • Funds reported $909M of Nuveen Quality Municipal Income Fund stock for Q3 2024, down 6.7% quarter-over-quarter.
  • 35 funds opened new Nuveen Quality Municipal Income Fund positions in Q3 2024 and 24 closed out, a net change of +11 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q3 2024 was Bramshill Investments, an estimated $15.4M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q3 2024 was Karpus Investment Management, an estimated $65.7M sold.

Based on aggregated 13F filings for Q3 2024.