We are live on ! Find out more
NAD icon

Nuveen Quality Municipal Income Fund

295 hedge funds and large institutions have $1B invested in Nuveen Quality Municipal Income Fund in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 92 increasing their positions, 76 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 31

21% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 76

10% more capital invested

Capital invested by funds: $909M → $1B (+$90.8M)

4% more funds holding

Funds holding: 285295 (+10)

0.91% less ownership

Funds ownership: 31.41%30.51% (-0.91%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
295
Holders Change
+10
Holders Change %
+3.51%
% of All Funds
3.89%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
45
Increased
92
Reduced
76
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFGSD
151
Compass Financial Group (South Dakota)
South Dakota
$255K +$1.75K +145 +0.7%
SC
152
Scotia Capital
Ontario, Canada
$251K
S
153
Sunpointe
Missouri
$242K +$250K +20,745 New
Luther King Capital Management (LKCM)
154
Luther King Capital Management (LKCM)
Texas
$241K
PFA
155
Pathway Financial Advisers
Indiana
$240K +$4.95K +411 +2%
HCM
156
Hollencrest Capital Management
California
$228K -$36K -2,993 -13%
BAM
157
Belpointe Asset Management
Nevada
$227K -$60.2K -5,000 -21%
MML Investors Services
158
MML Investors Services
Massachusetts
$221K +$27.9K +2,315 +14%
DI
159
Diligent Investors
California
$221K +$1.12K +93 +0.5%
HH
160
Hilltop Holdings
Texas
$216K
CA
161
CoreCap Advisors
Michigan
$212K +$60 +5 +0%
CAM
162
Cresset Asset Management
Illinois
$210K -$335K -27,865 -61%
SWM
163
Spire Wealth Management
Virginia
$205K +$19.7K +1,640 +10%
CAPTRUST Financial Advisors
164
CAPTRUST Financial Advisors
North Carolina
$203K
BCA
165
Bay Colony Advisors
Massachusetts
$202K -$26.6K -2,211 -11%
TSS
166
Two Sigma Securities
New York
$201K +$65.4K +5,434 +46%
UFA
167
Uptown Financial Advisors
Texas
$199K +$206K +17,100 New
KeyBank National Association
168
KeyBank National Association
Ohio
$197K
EW
169
Element Wealth
Mississippi
$197K -$111K -9,198 -35%
SPWG
170
Sage Private Wealth Group
Illinois
$196K
ACS
171
Archford Capital Strategies
Illinois
$194K
AAS
172
Avantax Advisory Services
Texas
$192K +$76.2K +6,330 +62%
FS
173
Ferguson Shapiro
Georgia
$191K +$4.84K +402 +3%
SQA
174
Simon Quick Advisors
New Jersey
$187K +$11K +912 +6%
TIAM2
175
Tru Independence Asset Management 2
Oregon
$186K

NAD Hedge Fund Activity: Q4 2024 in Review

295 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q4 2024, worth a combined $1B — up 10% from $909M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new NAD positions and 31 closed out — a net gain of 14 holders — while 92 added to existing stakes and 76 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $7.08M. The largest seller was Karpus Investment Management, cutting an estimated $34.3M.

  • 295 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q4 2024, up from 285 in Q3 2024.
  • Funds reported $1B of Nuveen Quality Municipal Income Fund stock for Q4 2024, up 10% quarter-over-quarter.
  • 45 funds opened new Nuveen Quality Municipal Income Fund positions in Q4 2024 and 31 closed out, a net change of +14 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q4 2024 was Bramshill Investments, an estimated $7.08M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q4 2024 was Karpus Investment Management, an estimated $34.3M sold.

Based on aggregated 13F filings for Q4 2024.