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Nuveen Quality Municipal Income Fund

240 hedge funds and large institutions have $814M invested in Nuveen Quality Municipal Income Fund in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 78 increasing their positions, 39 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 39

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

6% more funds holding

Funds holding: 226240 (+14)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% less capital invested

Capital invested by funds: $815M → $814M (-$1.62M)

1.45% less ownership

Funds ownership: 26.51%25.05% (-1.5%)

Holders
240
Holders Change
+14
Holders Change %
+6.19%
% of All Funds
4.25%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
36
Increased
78
Reduced
39
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
151
Foundations Investment Advisors
Arizona
$175K -$18.1K -1,222 -10%
Lido Advisors
152
Lido Advisors
California
$175K
SPIA
153
Steward Partners Investment Advisory
New York
$172K +$24.4K +1,650 +17%
SAM
154
Seelaus Asset Management
New Jersey
$172K +$165K +11,174 New
NSIM
155
North Star Investment Management
Illinois
$169K
NFC
156
Northeast Financial Consultants
Connecticut
$168K
SIM
157
Sonora Investment Management
Arizona
$167K
NA
158
Nottingham Advisors
New York
$165K
DWM
159
Doyle Wealth Management
Florida
$164K
MOS
160
MGO One Seven
Ohio
$163K -$9.25K -626 -6%
RIA
161
Realta Investment Advisors
Delaware
$162K
SSC
162
Syverson Strege & Co
Iowa
$161K +$155K +10,476 New
EAM
163
Evanson Asset Management
California
$158K
SB
164
Simmons Bank
Arkansas
$156K +$150K +10,167 New
IAN
165
Integrated Advisors Network
Texas
$154K
PWPS
166
Pinnacle Wealth Planning Services
Ohio
$147K +$141K +9,557 New
TH
167
TCTC Holdings
Texas
$146K
VC
168
Vestor Capital
Illinois
$143K
S
169
SignatureFD
Georgia
$141K +$117K +7,895 +619%
CHA
170
Carmichael Hill & Associates
Maryland
$136K
FCB
171
First Command Bank
Texas
$135K
FCFS
172
First Command Financial Services
Texas
$135K
SFS
173
Sowell Financial Services
Arkansas
$134K +$11.4K +769 +10%
GWM
174
Geneos Wealth Management
Colorado
$134K +$47.7K +3,229 +36%
ED
175
Exane Derivatives
France
$129K

NAD Hedge Fund Activity: Q4 2020 in Review

240 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q4 2020, worth a combined $814M — down 0.2% from $815M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new NAD positions and 21 closed out — a net gain of 15 holders — while 78 added to existing stakes and 39 trimmed.

The largest buyer was Veritable, adding an estimated $10.3M. The largest seller was Karpus Investment Management, cutting an estimated $50.8M.

  • 240 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q4 2020, up from 226 in Q3 2020.
  • Funds reported $814M of Nuveen Quality Municipal Income Fund stock for Q4 2020, down 0.2% quarter-over-quarter.
  • 36 funds opened new Nuveen Quality Municipal Income Fund positions in Q4 2020 and 21 closed out, a net change of +15 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q4 2020 was Veritable, an estimated $10.3M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q4 2020 was Karpus Investment Management, an estimated $50.8M sold.

Based on aggregated 13F filings for Q4 2020.