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Nuveen Quality Municipal Income Fund
NAD

271 hedge funds and large institutions have $948M invested in Nuveen Quality Municipal Income Fund in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 96 increasing their positions, 72 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 72

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

1% more funds holding

Funds holding: 268 → 271 (+3)

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (0)

4% less capital invested

Capital invested by funds: $985M → $948M (-$36.9M)

1.38% less ownership

Funds ownership: 36.73% → 35.35% (-1.4%)

Holders
271
Holders Change
+3
Holders Change %
+1.12%
% of All Funds
3.9%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
28
Increased
96
Reduced
72
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$11.4M
2
LSC
Logan Stone Capital
Illinois
+$5.58M
3
NMC
Nine Masts Capital
Hong Kong
+$4.52M
4
MSL
Mackay Shields LLC
New York
+$4.03M
5
FPCP
Fort Point Capital Partners
California
+$3.35M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$54.2M
2
BI
Bramshill Investments
Florida
-$15.4M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$2.1M
4
LCM
Landscape Capital Management
New Jersey
-$1.89M
5
RCM
Rivernorth Capital Management
Florida
-$1.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
STA
176
Summit Trail Advisors
New York
$185K -$20.3K -1,794 -10%
VCM
177
Vivaldi Capital Management
Illinois
$184K +$2.26K +200 +1%
NAS
178
NWF Advisory Services
California
$179K -$11.1K -986 -6%
IAA
179
Ironsides Asset Advisors
North Carolina
$177K +$7.17K +635 +4%
KA
180
Kercheville Advisors
Texas
$177K – – –
CPIG
181
Chicago Partners Investment Group
Illinois
$177K -$26.7K -2,360 -13%
FM
182
Family Management
New York
$176K -$60.6K -5,364 -26%
CRC
183
Curi RMB Capital
Illinois
$172K – – –
HIP
184
HUB Investment Partners
Texas
$172K – – –
KCM
185
Kennicott Capital Management
California
$172K +$169K +15,000 New
IWM
186
IHT Wealth Management
Illinois
$167K – – –
AA
187
Alesco Advisors
New York
$165K – – –
CHJWM
188
Carlton Hofferkamp & Jenks Wealth Management
Texas
$163K – – –
First Trust Advisors
189
First Trust Advisors
Illinois
$162K -$92.4K -8,182 -37%
CA
190
Carson Advisory
Georgia
$159K – – –
IFWM
191
Institute for Wealth Management
Colorado
$158K – – –
SWA
192
SFMG Wealth Advisors
Texas
$157K +$136 +12 +0.1%
ONB
193
Old National Bancorp
Indiana
$155K – – –
MFG
194
Merit Financial Group
Georgia
$154K -$169K -14,963 -52%
RCA
195
Ranch Capital Advisors
Florida
$153K – – –
SBIA
196
Sheaff Brock Investment Advisors
Indiana
$151K – – –
Lido Advisors
197
Lido Advisors
California
$151K – – –
KWM
198
Kingsview Wealth Management
Oregon
$150K -$51.2K -4,535 -26%
Neuberger Berman Group
199
Neuberger Berman Group
New York
$150K – – –
BHWM
200
Bar Harbor Wealth Management
New Hampshire
$149K – – –
6 7
8
9 10

NAD Hedge Fund Activity: Q1 2024 in Review

271 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q1 2024, worth a combined $948M — down 3.7% from $985M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new NAD positions and 22 closed out — a net gain of 6 holders — while 96 added to existing stakes and 72 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $11.4M. The largest seller was Morgan Stanley, cutting an estimated $54.2M.

  • 271 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q1 2024, up from 268 in Q4 2023.
  • Funds reported $948M of Nuveen Quality Municipal Income Fund stock for Q1 2024, down 3.7% quarter-over-quarter.
  • 28 funds opened new Nuveen Quality Municipal Income Fund positions in Q1 2024 and 22 closed out, a net change of +6 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q1 2024 was Karpus Investment Management, an estimated $11.4M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $54.2M sold.

Based on aggregated 13F filings for Q1 2024.