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Nuveen Quality Municipal Income Fund

285 hedge funds and large institutions have $909M invested in Nuveen Quality Municipal Income Fund in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 108 increasing their positions, 64 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 64

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

3% more funds holding

Funds holding: 276285 (+9)

3.95% less ownership

Funds ownership: 35.37%31.41% (-4%)

7% less capital invested

Capital invested by funds: $974M → $909M (-$65M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
285
Holders Change
+9
Holders Change %
+3.26%
% of All Funds
4.09%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
35
Increased
108
Reduced
64
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
151
Luther King Capital Management (LKCM)
Texas
$256K
PFA
152
Pathway Financial Advisers
Indiana
$250K +$3.63K +302 +2%
Wealth Enhancement Advisory Services
153
Wealth Enhancement Advisory Services
Minnesota
$248K -$11.7K -973 -5%
BCA
154
Bay Colony Advisors
Massachusetts
$242K +$234K +19,512 New
IWM
155
IHT Wealth Management
Illinois
$241K +$59.3K +4,942 +34%
DI
156
Diligent Investors
California
$233K -$4.57K -381 -2%
HH
157
Hilltop Holdings
Texas
$230K +$43.1K +3,594 +24%
CA
158
CoreCap Advisors
Michigan
$225K +$180K +15,004 +470%
Susquehanna International Group
159
Susquehanna International Group
Pennsylvania
$220K -$39.2K -3,267 -16%
MWM
160
Modern Wealth Management
Kansas
$218K -$480K -39,978 -69%
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$216K
First Trust Advisors
162
First Trust Advisors
Illinois
$211K -$4.8K -400 -2%
KeyBank National Association
163
KeyBank National Association
Ohio
$209K +$203K +16,921 New
SPWG
164
Sage Private Wealth Group
Illinois
$208K
MML Investors Services
165
MML Investors Services
Massachusetts
$206K -$50.2K -4,181 -20%
BRWA
166
B. Riley Wealth Advisors
Florida
$204K +$16.8K +1,398 +9%
ACS
167
Archford Capital Strategies
Illinois
$203K
TIAM2
168
Tru Independence Asset Management 2
Oregon
$199K +$192K +15,967 New
FS
169
Ferguson Shapiro
Georgia
$198K +$192K +15,975 New
DWM
170
Drive Wealth Management
Utah
$197K -$73.8K -6,150 -28%
SWM
171
Spire Wealth Management
Virginia
$197K +$4.39K +366 +2%
CAM
172
Clark Asset Management
New Hampshire
$192K +$186K +15,500 New
CA
173
Clearstead Advisors
Ohio
$190K
Lido Advisors
174
Lido Advisors
California
$190K
WJWM
175
Williams Jones Wealth Management
New York
$188K +$182K +15,185 New

NAD Hedge Fund Activity: Q3 2024 in Review

285 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q3 2024, worth a combined $909M — down 6.7% from $974M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new NAD positions and 24 closed out — a net gain of 11 holders — while 108 added to existing stakes and 64 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $15.4M. The largest seller was Karpus Investment Management, cutting an estimated $65.7M.

  • 285 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q3 2024, up from 276 in Q2 2024.
  • Funds reported $909M of Nuveen Quality Municipal Income Fund stock for Q3 2024, down 6.7% quarter-over-quarter.
  • 35 funds opened new Nuveen Quality Municipal Income Fund positions in Q3 2024 and 24 closed out, a net change of +11 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q3 2024 was Bramshill Investments, an estimated $15.4M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q3 2024 was Karpus Investment Management, an estimated $65.7M sold.

Based on aggregated 13F filings for Q3 2024.