We are live on ! Find out more
NAD icon

Nuveen Quality Municipal Income Fund

249 hedge funds and large institutions have $826M invested in Nuveen Quality Municipal Income Fund in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 74 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

25% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 59

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

2% more funds holding

Funds holding: 244249 (+5)

0.88% less ownership

Funds ownership: 23.56%22.68% (-0.88%)

6% less capital invested

Capital invested by funds: $880M → $826M (-$53.8M)

Holders
249
Holders Change
+5
Holders Change %
+2.05%
% of All Funds
4.36%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
25
Increased
74
Reduced
59
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
176
North Star Investment Management
Illinois
$172K
NFC
177
Northeast Financial Consultants
Connecticut
$171K
SIM
178
Sonora Investment Management
Arizona
$170K
FFA
179
First Foundation Advisors
California
$168K -$26K -1,606 -13%
ECM
180
Evergreen Capital Management
Washington
$168K -$5.78K -357 -3%
NA
181
Nottingham Advisors
New York
$168K
PWPS
182
Pinnacle Wealth Planning Services
Ohio
$167K -$502 -31 -0.3%
DWM
183
Doyle Wealth Management
Florida
$166K
EAM
184
Evanson Asset Management
California
$165K
MWM
185
Madison Wealth Management
Ohio
$164K +$170K +10,487 New
FWM
186
Frontier Wealth Management
Missouri
$164K +$170K +10,500 New
CW
187
CreativeOne Wealth
Kansas
$157K +$163K +10,077 New
HIA
188
Harbor Investment Advisory
Maryland
$154K
BFEC
189
Benjamin F. Edwards & Company
Missouri
$151K -$6.48K -400 -4%
VC
190
Vestor Capital
Illinois
$146K
GWM
191
Geneos Wealth Management
Colorado
$140K +$437 +27 +0.3%
FCB
192
First Command Bank
Texas
$137K
FCFS
193
First Command Financial Services
Texas
$137K
ED
194
Exane Derivatives
France
$131K
AF
195
Advisornet Financial
Minnesota
$126K
CFB
196
Cullen/Frost Bankers
Texas
$126K
HA
197
Herold Advisors
New York
$122K +$127K +7,829 New
WT
198
Whittier Trust
California
$115K -$276K -17,046 -70%
AIM
199
Arcadia Investment Management
Michigan
$115K
HI
200
Harbour Investments
Wisconsin
$113K -$7.99K -493 -6%

NAD Hedge Fund Activity: Q3 2021 in Review

249 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q3 2021, worth a combined $826M — down 6.1% from $880M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NAD positions and 16 closed out — a net gain of 9 holders — while 74 added to existing stakes and 59 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $19.6M. The largest seller was Parametric Portfolio Associates, cutting an estimated $25.1M.

  • 249 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q3 2021, up from 244 in Q2 2021.
  • Funds reported $826M of Nuveen Quality Municipal Income Fund stock for Q3 2021, down 6.1% quarter-over-quarter.
  • 25 funds opened new Nuveen Quality Municipal Income Fund positions in Q3 2021 and 16 closed out, a net change of +9 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q3 2021 was Citadel Advisors, an estimated $19.6M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q3 2021 was Parametric Portfolio Associates, an estimated $25.1M sold.

Based on aggregated 13F filings for Q3 2021.