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Nuveen Quality Municipal Income Fund

253 hedge funds and large institutions have $735M invested in Nuveen Quality Municipal Income Fund in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 83 increasing their positions, 65 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 65

5% more capital invested

Capital invested by funds: $700M → $735M (+$35.2M)

1.72% more ownership

Funds ownership: 26.21%27.93% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

1% less funds holding

Funds holding: 256253 (-3)

Holders
253
Holders Change
-3
Holders Change %
-1.17%
% of All Funds
3.97%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
18
Increased
83
Reduced
65
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WMS
176
Wealth Management Solutions
Pennsylvania
$152K
RCA
177
Ranch Capital Advisors
Florida
$150K
Mercer Global Advisors
178
Mercer Global Advisors
Colorado
$148K -$169K -15,003 -53%
PGFC
179
Peapack-Gladstone Financial Corp
New Jersey
$148K -$3.24K -288 -2%
LNC
180
Lincoln National Corp
Pennsylvania
$148K -$23.1K -2,048 -14%
BHWM
181
Bar Harbor Wealth Management
New Hampshire
$147K
Nomura Holdings
182
Nomura Holdings
Japan
$147K +$33.8K +3,000 +30%
VAG
183
VisionPoint Advisory Group
Texas
$146K -$79.8K -7,092 -35%
CA
184
Carson Advisory
Georgia
$144K
KWS
185
Keystone Wealth Services
California
$143K
WB
186
WesBanco Bank
West Virginia
$141K -$14.6K -1,300 -9%
Corient Private Wealth
187
Corient Private Wealth
Florida
$140K
SFG
188
StrategIQ Financial Group
Indiana
$139K -$3.38K -300 -2%
KWM
189
Kingsview Wealth Management
Oregon
$137K -$28.1K -2,500 -17%
SCA
190
SMH Capital Advisors
Texas
$131K +$597 +53 +0.5%
CBTWT
191
Community Bank & Trust (Waco, Texas)
Texas
$130K
KPWS
192
Kestra Private Wealth Services
Texas
$129K
HH
193
Hilltop Holdings
Texas
$128K -$68.1K -6,050 -35%
PFS
194
Prospera Financial Services
Texas
$127K +$405 +36 +0.3%
FFA
195
Fragasso Financial Advisors
Pennsylvania
$125K -$28.5K -2,527 -19%
RFC
196
Regions Financial Corp
Alabama
$125K
MFG
197
MidWestOne Financial Group
Iowa
$125K
NSIM
198
North Star Investment Management
Illinois
$124K
Koshinski Asset Management
199
Koshinski Asset Management
Illinois
$123K -$58.3K -5,176 -32%
TF
200
TIAA FSB
Florida
$123K

NAD Hedge Fund Activity: Q2 2023 in Review

253 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q2 2023, worth a combined $735M — up 5% from $700M a quarter earlier.

Fund positioning in NAD was balanced in Q2 2023: 18 funds opened new positions, 18 closed out, 83 added to existing stakes and 65 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $33.1M. The largest seller was Guggenheim Capital, cutting an estimated $15.7M.

  • 253 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q2 2023, down from 256 in Q1 2023.
  • Funds reported $735M of Nuveen Quality Municipal Income Fund stock for Q2 2023, up 5% quarter-over-quarter.
  • 18 funds opened new Nuveen Quality Municipal Income Fund positions in Q2 2023 and 18 closed out, a net change of 0 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q2 2023 was Karpus Investment Management, an estimated $33.1M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q2 2023 was Guggenheim Capital, an estimated $15.7M sold.

Based on aggregated 13F filings for Q2 2023.