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Nuveen Quality Municipal Income Fund
NAD

212 hedge funds and large institutions have $855M invested in Nuveen Quality Municipal Income Fund in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 70 increasing their positions, 44 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 44

5% more capital invested

Capital invested by funds: $813M → $855M (+$42.1M)

0.85% more ownership

Funds ownership: 27.92% → 28.78% (+0.85%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

7% less funds holding

Funds holding: 229 → 212 (-17)

45% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 31

Holders
212
Holders Change
-17
Holders Change %
-7.42%
% of All Funds
4.35%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
17
Increased
70
Reduced
44
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$31.6M
2
RCM
Rivernorth Capital Management
Florida
+$15.3M
3
BI
Bramshill Investments
Florida
+$15.1M
4
GC
Guggenheim Capital
Illinois
+$12.7M
5
SIA
Sit Investment Associates
Minnesota
+$6.9M

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$19.4M
2
Morgan Stanley
Morgan Stanley
New York
-$10.2M
3
OA
Oxbow Advisors
Texas
-$9.47M
4
Wells Fargo
Wells Fargo
California
-$6.42M
5
1CP
1607 Capital Partners
Virginia
-$5.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
Lido Advisors
151
Lido Advisors
California
$161K – – –
MOS
152
MGO One Seven
Ohio
$157K +$153K +11,186 New
NFC
153
Northeast Financial Consultants
Connecticut
$154K – – –
NSIM
154
North Star Investment Management
Illinois
$154K – – –
IWM
155
IHT Wealth Management
Illinois
$152K -$2.55M -186,708 -94%
SIM
156
Sonora Investment Management
Arizona
$152K – – –
DWM
157
Doyle Wealth Management
Florida
$149K – – –
RIA
158
Realta Investment Advisors
Delaware
$147K +$6.34K +465 +5%
MWM
159
Meridian Wealth Management
Kentucky
$146K – – –
SCA
160
SMH Capital Advisors
Texas
$146K +$832 +61 +0.6%
EAM
161
Evanson Asset Management
California
$144K – – –
AIFAIM
162
American Institute for Advanced Investment Management
Arizona
$143K +$139K +10,167 New
PWPS
163
Pinnacle Wealth Planning Services
Ohio
$143K +$139K +10,210 New
TH
164
TCTC Holdings
Texas
$133K +$129K +9,489 New
GWM
165
Geneos Wealth Management
Colorado
$131K -$81K -5,937 -39%
SPIA
166
Steward Partners Investment Advisory
New York
$126K -$53.4K -3,914 -30%
CHA
167
Carmichael Hill & Associates
Maryland
$124K – – –
SFS
168
Sowell Financial Services
Arkansas
$111K +$818 +60 +0.8%
EP
169
Eudaimonia Partners
Tennessee
$104K +$25.1K +1,840 +33%
AIM
170
Arcadia Investment Management
Michigan
$103K – – –
DAM
171
Delta Asset Management
Tennessee
$98K -$97.8K -7,171 -51%
CFB
172
Cullen/Frost Bankers
Texas
$90K – – –
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$83K – – –
CFD
174
Creative Financial Designs
Indiana
$78K +$70.9K +5,195 +1,484%
AF
175
Advisornet Financial
Minnesota
$76K -$58.8K -4,307 -44%
5 6
7
8 9

NAD Hedge Fund Activity: Q2 2020 in Review

212 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q2 2020, worth a combined $855M — up 5.2% from $813M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of NAD and 17 opened new positions — a net loss of 14 holders — while 44 trimmed existing stakes and 70 added.

The largest buyer was BlackRock, opening a new position worth an estimated $31.6M. The largest seller was Karpus Investment Management, cutting an estimated $19.4M.

  • 212 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q2 2020, down from 229 in Q1 2020.
  • Funds reported $855M of Nuveen Quality Municipal Income Fund stock for Q2 2020, up 5.2% quarter-over-quarter.
  • 17 funds opened new Nuveen Quality Municipal Income Fund positions in Q2 2020 and 31 closed out, a net change of -14 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q2 2020 was BlackRock, an estimated $31.6M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q2 2020 was Karpus Investment Management, an estimated $19.4M sold.

Based on aggregated 13F filings for Q2 2020.