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Nuveen Quality Municipal Income Fund

295 hedge funds and large institutions have $1B invested in Nuveen Quality Municipal Income Fund in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 92 increasing their positions, 76 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 31

21% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 76

10% more capital invested

Capital invested by funds: $909M → $1B (+$90.8M)

4% more funds holding

Funds holding: 285295 (+10)

0.91% less ownership

Funds ownership: 31.41%30.51% (-0.91%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
295
Holders Change
+10
Holders Change %
+3.51%
% of All Funds
3.89%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
45
Increased
92
Reduced
76
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BEI
126
Benjamin Edwards Inc
Missouri
$410K +$46K +3,825 +12%
AF
127
Atala Financial
California
$408K +$421K +35,000 New
Truist Financial
128
Truist Financial
North Carolina
$400K -$157K -13,009 -27%
XT
129
XTX Topco
Cayman Islands
$385K +$397K +32,979 New
GC
130
Gould Capital
Washington
$382K -$12.3K -1,021 -3%
FAG
131
Fortitude Advisory Group
Washington
$382K
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$372K +$12.8K +1,064 +3%
SCA
133
Snowden Capital Advisors
New York
$371K +$133K +11,028 +53%
DADC
134
D.A. Davidson & Co
Montana
$351K +$9.46K +786 +3%
TW
135
Transform Wealth
Colorado
$345K +$356K +29,581 New
Brown Advisory
136
Brown Advisory
Maryland
$343K +$19.3K +1,600 +6%
BRWA
137
B. Riley Wealth Advisors
Florida
$341K +$154K +12,835 +78%
PCA
138
Peddock Capital Advisors
Massachusetts
$341K +$48.7K +4,047 +16%
WAP
139
Wealthcare Advisory Partners
Pennsylvania
$333K -$10.9K -907 -3%
IFG
140
Independent Financial Group
California
$332K +$6.07K +504 +2%
WAAG
141
Wealth Alliance Advisory Group
Kansas
$325K -$38K -3,162 -10%
Wealth Enhancement Advisory Services
142
Wealth Enhancement Advisory Services
Minnesota
$325K +$94.5K +7,852 +39%
IWC
143
Integrated Wealth Concepts
Massachusetts
$308K -$45.7K -3,794 -13%
CPIG
144
Chicago Partners Investment Group
Illinois
$306K +$4.28K +356 +1%
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
$305K +$101K +8,381 +47%
WMA
146
Wealth Management Associates
New Jersey
$292K
RIA
147
Realta Investment Advisors
Delaware
$286K
WFS
148
Widmann Financial Services
Maryland
$282K -$7.59K -631 -3%
SFS
149
Sowell Financial Services
Arkansas
$275K +$283K +23,552 New
Nomura Holdings
150
Nomura Holdings
Japan
$273K +$282K +23,406 New

NAD Hedge Fund Activity: Q4 2024 in Review

295 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q4 2024, worth a combined $1B — up 10% from $909M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new NAD positions and 31 closed out — a net gain of 14 holders — while 92 added to existing stakes and 76 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $7.08M. The largest seller was Karpus Investment Management, cutting an estimated $34.3M.

  • 295 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q4 2024, up from 285 in Q3 2024.
  • Funds reported $1B of Nuveen Quality Municipal Income Fund stock for Q4 2024, up 10% quarter-over-quarter.
  • 45 funds opened new Nuveen Quality Municipal Income Fund positions in Q4 2024 and 31 closed out, a net change of +14 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q4 2024 was Bramshill Investments, an estimated $7.08M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q4 2024 was Karpus Investment Management, an estimated $34.3M sold.

Based on aggregated 13F filings for Q4 2024.