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Nuveen Quality Municipal Income Fund
NAD

233 hedge funds and large institutions have $813M invested in Nuveen Quality Municipal Income Fund in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 80 increasing their positions, 49 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 49

0.31% more ownership

Funds ownership: 25.05% → 25.37% (+0.31%)

0% less capital invested

Capital invested by funds: $814M → $813M (-$1.13M)

3% less funds holding

Funds holding: 240 → 233 (-7)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
233
Holders Change
-7
Holders Change %
-2.92%
% of All Funds
4.09%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
19
Increased
80
Reduced
49
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$26.8M
2
V
Veritable
Delaware
+$20.8M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$11.6M
4
UBS Group
UBS Group
Switzerland
+$7.9M
5
Bank of America
Bank of America
North Carolina
+$2.51M

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$58.2M
2
Morgan Stanley
Morgan Stanley
New York
-$6.09M
3
HighTower Advisors
HighTower Advisors
Illinois
-$4.17M
4
DFG
Delphi Financial Group
Delaware
-$1.51M
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
151
Geneos Wealth Management
Colorado
$186K +$332 +22 +0.2%
FIA
152
FNY Investment Advisers
New York
$186K +$70.1K +4,645 +60%
NL
153
NWAM LLC
Washington
$183K -$356K -23,609 -66%
Thrivent Financial for Lutherans
154
Thrivent Financial for Lutherans
Minnesota
$183K – – –
HR
155
Hardy Reed
Mississippi
$177K – – –
SF
156
Summit Financial
New Jersey
$175K +$174K +11,539 New
Lido Advisors
157
Lido Advisors
California
$174K – – –
SPC
158
Sigma Planning Corp
Michigan
$173K -$7.48K -496 -4%
SSC
159
Syverson Strege & Co
Iowa
$169K +$10K +665 +6%
NSIM
160
North Star Investment Management
Illinois
$167K – – –
AWA
161
ARS Wealth Advisors
Florida
$167K +$167K +11,054 New
NFC
162
Northeast Financial Consultants
Connecticut
$166K – – –
MOS
163
MGO One Seven
Ohio
$166K +$5.69K +377 +4%
SIM
164
Sonora Investment Management
Arizona
$164K – – –
NA
165
Nottingham Advisors
New York
$163K – – –
DWM
166
Doyle Wealth Management
Florida
$161K – – –
RIA
167
Realta Investment Advisors
Delaware
$160K +$407 +27 +0.3%
EAM
168
Evanson Asset Management
California
$156K – – –
SB
169
Simmons Bank
Arkansas
$154K – – –
IAN
170
Integrated Advisors Network
Texas
$151K – – –
VC
171
Vestor Capital
Illinois
$141K – – –
S
172
SignatureFD
Georgia
$139K – – –
CHA
173
Carmichael Hill & Associates
Maryland
$134K – – –
FCB
174
First Command Bank
Texas
$133K – – –
FCFS
175
First Command Financial Services
Texas
$133K – – –
5 6
7
8 9

NAD Hedge Fund Activity: Q1 2021 in Review

233 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q1 2021, worth a combined $813M — down 0.14% from $814M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of NAD and 19 opened new positions — a net loss of 5 holders — while 49 trimmed existing stakes and 80 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $26.8M. The largest seller was Karpus Investment Management, cutting an estimated $58.2M.

  • 233 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q1 2021, down from 240 in Q4 2020.
  • Funds reported $813M of Nuveen Quality Municipal Income Fund stock for Q1 2021, down 0.14% quarter-over-quarter.
  • 19 funds opened new Nuveen Quality Municipal Income Fund positions in Q1 2021 and 24 closed out, a net change of -5 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q1 2021 was Parametric Portfolio Associates, an estimated $26.8M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q1 2021 was Karpus Investment Management, an estimated $58.2M sold.

Based on aggregated 13F filings for Q1 2021.