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Nuveen Quality Municipal Income Fund
NAD

271 hedge funds and large institutions have $862M invested in Nuveen Quality Municipal Income Fund in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 80 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 21

54% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 52

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

9% more funds holding

Funds holding: 249 → 271 (+22)

4% more capital invested

Capital invested by funds: $826M → $862M (+$35.7M)

0.25% more ownership

Funds ownership: 22.68% → 22.93% (+0.25%)

Holders
271
Holders Change
+22
Holders Change %
+8.84%
% of All Funds
4.17%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
46
Increased
80
Reduced
52
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$4.72M
2
SIA
Sit Investment Associates
Minnesota
+$4.69M
3
BI
Bramshill Investments
Florida
+$3.75M
4
RCM
Rivernorth Capital Management
Florida
+$2.84M
5
Morgan Stanley
Morgan Stanley
New York
+$2.29M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$15.2M
2
PPA
Parametric Portfolio Associates
Washington
-$9.71M
3
UBS Group
UBS Group
Switzerland
-$8.43M
4
Wells Fargo
Wells Fargo
California
-$5.44M
5
N
Natixis
France
-$2.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
Lido Advisors
176
Lido Advisors
California
$196K – – –
Koshinski Asset Management
177
Koshinski Asset Management
Illinois
$191K +$689 +44 +0.4%
CA
178
Carson Advisory
Georgia
$190K +$184K +11,771 New
SF
179
Summit Financial
New Jersey
$190K – – –
HR
180
Hardy Reed
Mississippi
$188K – – –
TW
181
Transform Wealth
Colorado
$187K – – –
KeyBank National Association
182
KeyBank National Association
Ohio
$186K – – –
VAG
183
VisionPoint Advisory Group
Texas
$186K +$517 +33 +0.3%
WTC
184
WhitTier Trust Company
Nevada
$184K – – –
FIA
185
Foundations Investment Advisors
Arizona
$182K -$16.1K -1,026 -8%
IWM
186
IHT Wealth Management
Illinois
$182K – – –
SRC
187
Shufro Rose & Co
New York
$181K +$176K +11,238 New
SSC
188
Syverson Strege & Co
Iowa
$180K +$172 +11 +0.1%
SPC
189
Sigma Planning Corp
Michigan
$180K +$1.36K +87 +0.8%
MFG
190
MidWestOne Financial Group
Iowa
$178K +$173K +11,053 New
NFC
191
Northeast Financial Consultants
Connecticut
$177K – – –
NSIM
192
North Star Investment Management
Illinois
$177K – – –
SIMG
193
Sonora Investment Management Group
Arizona
$175K +$170K +10,860 New
GVAG
194
Great Valley Advisor Group
Delaware
$174K +$169K +10,771 New
ECM
195
Evergreen Capital Management
Washington
$173K – – –
NA
196
Nottingham Advisors
New York
$173K – – –
DWM
197
Doyle Wealth Management
Florida
$171K – – –
MWM
198
Madison Wealth Management
Ohio
$169K – – –
EAM
199
Evanson Asset Management
California
$166K – – –
NC
200
NovaPoint Capital
Georgia
$163K +$158K +10,103 New
6 7
8
9 10

NAD Hedge Fund Activity: Q4 2021 in Review

271 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q4 2021, worth a combined $862M — up 4.3% from $826M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new NAD positions and 21 closed out — a net gain of 25 holders — while 80 added to existing stakes and 52 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $4.72M. The largest seller was Citadel Advisors, cutting an estimated $15.2M.

  • 271 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q4 2021, up from 249 in Q3 2021.
  • Funds reported $862M of Nuveen Quality Municipal Income Fund stock for Q4 2021, up 4.3% quarter-over-quarter.
  • 46 funds opened new Nuveen Quality Municipal Income Fund positions in Q4 2021 and 21 closed out, a net change of +25 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q4 2021 was Hennion & Walsh Asset Management, an estimated $4.72M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q4 2021 was Citadel Advisors, an estimated $15.2M sold.

Based on aggregated 13F filings for Q4 2021.