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Nuveen Quality Municipal Income Fund
NAD

161 hedge funds and large institutions have $351M invested in Nuveen Quality Municipal Income Fund in 2017 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

3% more funds holding

Funds holding: 157 → 161 (+4)

4% more capital invested

Capital invested by funds: $337M → $351M (+$14.4M)

0.36% more ownership

Funds ownership: 11.9% → 12.27% (+0.36%)

0% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 43

Holders
161
Holders Change
+4
Holders Change %
+2.55%
% of All Funds
4.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
18
Increased
43
Reduced
43
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
Parametric Portfolio Associates
Washington
+$15M
2
Morgan Stanley
Morgan Stanley
New York
+$4.16M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$2.51M
4
Wells Fargo
Wells Fargo
California
+$1.65M
5
RCM
Robinson Capital Management
Michigan
+$1.08M

Top Sellers

1
KIM
Karpus Investment Management
New York
-$5.01M
2
JP Morgan Chase
JP Morgan Chase
New York
-$2.54M
3
AAM
Advisors Asset Management
Colorado
-$2.03M
4
RCM
Rivernorth Capital Management
Florida
-$1.71M
5
Invesco
Invesco
Georgia
-$1.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
151
IHT Wealth Management
Illinois
$9K – – –
VIA
152
Vantage Investment Advisors
Pennsylvania
$9K +$114 +8 +1%
Northern Trust
153
Northern Trust
Illinois
$9K +$67.9K +4,761 +8%
ACM
154
Armbruster Capital Management
New York
$8K +$7.7K +540 New
WA
155
Winfield Associates
Ohio
$7K – – –
CFN
156
Cordasco Financial Network
Florida
$4K – – –
NFG
157
Next Financial Group
Texas
$3K – – –
OIA
158
OneDigital Investment Advisors
Kansas
$2K – – –
BWA
159
BDO Wealth Advisors
Florida
$1K -$970 -68 -49%
DSC
160
Duncker Streett & Co
Missouri
$1K – – –
HWP
161
Hefty Wealth Partners
Indiana
$1K +$727 +51 New
WFI
162
West Family Investments
California
$530 – – –
JP Morgan Chase
163
JP Morgan Chase
New York
– -$2.54M -181,177 Closed
LCM
164
Laurion Capital Management
New York
– -$716K -50,975 Closed
WS
165
Wedbush Securities
California
– -$599K -42,666 Closed
MWM
166
Merriman Wealth Management
Washington
– -$407K -29,000 Closed
BFG
167
Barber Financial Group
Kansas
– -$276K -19,689 Closed
OFG
168
OTA Financial Group
New York
– -$215K -15,727 Closed
TSS
169
Two Sigma Securities
New York
– -$195K -13,894 Closed
PMFA
170
Plante Moran Financial Advisors
Michigan
– -$141K -10,010 Closed
MLFP
171
MPS Loria Financial Planners
Illinois
– -$63K -4,430 Closed
SFG
172
SevenBridge Financial Group
Pennsylvania
– -$29K -2,057 Closed
MA
173
MUFG Americas
New York
– -$11K -769 Closed
PSUF
174
People's United Financial
Connecticut
– -$1K -101 Closed
3 4 5 6
7

NAD Hedge Fund Activity: Q3 2017 in Review

161 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q3 2017, worth a combined $351M — up 4.3% from $337M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NAD positions and 13 closed out — a net gain of 5 holders — while 43 added to existing stakes and 43 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $15M. The largest seller was Karpus Investment Management, cutting an estimated $5.01M.

  • 161 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q3 2017, up from 157 in Q2 2017.
  • Funds reported $351M of Nuveen Quality Municipal Income Fund stock for Q3 2017, up 4.3% quarter-over-quarter.
  • 18 funds opened new Nuveen Quality Municipal Income Fund positions in Q3 2017 and 13 closed out, a net change of +5 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q3 2017 was Parametric Portfolio Associates, an estimated $15M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q3 2017 was Karpus Investment Management, an estimated $5.01M sold.

Based on aggregated 13F filings for Q3 2017.