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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
176
FNY Investment Advisers
New York
$118K +$114K +7,691 New
EP
177
Eudaimonia Partners
Tennessee
$115K
AIM
178
Arcadia Investment Management
Michigan
$113K
DAM
179
Delta Asset Management
Tennessee
$108K
AF
180
Advisornet Financial
Minnesota
$104K +$7.89K +534 +9%
CFB
181
Cullen/Frost Bankers
Texas
$99K
AWG
182
Altus Wealth Group
Colorado
$87K +$84K +5,682 New
CFD
183
Creative Financial Designs
Indiana
$85K
FCH
184
Freestone Capital Holdings
Washington
$83.8K
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$83K
SSB
186
Sandy Spring Bank
Maryland
$77K
TCM
187
Tradewinds Capital Management
Washington
$77K
WB
188
Webster Bank
Connecticut
$69K
MLFP
189
MPS Loria Financial Planners
Illinois
$68K
PA
190
Parallel Advisors
California
$66K
NFSG
191
Newbridge Financial Services Group
Florida
$65K +$236 +16 +0.4%
JMF
192
Johnson Midwest Financial
Iowa
$60K +$57.3K +3,876 New
CFGS
193
Concourse Financial Group Securities
Alabama
$56K -$5.63K -381 -9%
RA
194
Reby Advisors
Connecticut
$51K +$49.2K +3,327 New
HCM
195
Highlander Capital Management
New Jersey
$47K
GLLW
196
Graves Light Lenhart Wealth
Virginia
$46K +$44.3K +3,000 New
PFO
197
Pathstone Family Office
New Jersey
$44K +$34.5K +2,334 +435%
CA
198
Crewe Advisors
Utah
$43K +$41.8K +2,826 New
AIC
199
Archer Investment Corporation
Indiana
$41K +$39.4K +2,666 New
HPC
200
HM Payson & Co
Maine
$39K

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.