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Nuveen Quality Municipal Income Fund

285 hedge funds and large institutions have $909M invested in Nuveen Quality Municipal Income Fund in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 108 increasing their positions, 64 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 64

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

3% more funds holding

Funds holding: 276285 (+9)

3.95% less ownership

Funds ownership: 35.37%31.41% (-4%)

7% less capital invested

Capital invested by funds: $974M → $909M (-$65M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
285
Holders Change
+9
Holders Change %
+3.26%
% of All Funds
4.09%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
35
Increased
108
Reduced
64
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SQA
176
Simon Quick Advisors
New Jersey
$188K +$10.7K +890 +6%
BBPWM
177
Blue Bell Private Wealth Management
Pennsylvania
$186K -$1.1K -92 -0.6%
MIM
178
Meixler Investment Management
Arizona
$186K -$53.4K -4,450 -23%
HIP
179
HUB Investment Partners
Texas
$186K
KCM
180
Kennicott Capital Management
California
$186K
SS
181
Sunbelt Securities
Texas
$186K -$10.7K -890 -6%
AA
182
Alesco Advisors
New York
$179K
CHJWM
183
Carlton Hofferkamp & Jenks Wealth Management
Texas
$179K
Creative Planning
184
Creative Planning
Kansas
$178K +$43.8K +3,650 +34%
LNWWM
185
Laird Norton Wetherby Wealth Management
California
$176K +$13K +1,082 +8%
OAM
186
Occidental Asset Management
California
$172K -$348 -29 -0.2%
PNC Financial Services Group
187
PNC Financial Services Group
Pennsylvania
$172K -$1.65M -137,350 -91%
IFWM
188
Institute for Wealth Management
Colorado
$171K
MC
189
Matisse Capital
Oregon
$168K
EWA
190
EP Wealth Advisors
California
$168K +$162K +13,530 New
RCA
191
Ranch Capital Advisors
Florida
$165K
BIA
192
Beacon Investment Advisors
Maryland
$165K +$13.7K +1,138 +9%
QCIG
193
Quad-Cities Investment Group
Iowa
$163K +$1.81K +151 +1%
SBIA
194
Sheaff Brock Investment Advisors
Indiana
$163K
TIAA Trust, National Association
195
TIAA Trust, National Association
North Carolina
$163K +$27.3K +2,278 +21%
CA
196
Carson Advisory
Georgia
$162K -$8.64K -720 -5%
BHWM
197
Bar Harbor Wealth Management
New Hampshire
$161K
VCM
198
Vivaldi Capital Management
Illinois
$160K -$42K -3,500 -21%
US Bancorp
199
US Bancorp
Minnesota
$159K +$9.64K +803 +7%
WB
200
WesBanco Bank
West Virginia
$158K

NAD Hedge Fund Activity: Q3 2024 in Review

285 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q3 2024, worth a combined $909M — down 6.7% from $974M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new NAD positions and 24 closed out — a net gain of 11 holders — while 108 added to existing stakes and 64 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $15.4M. The largest seller was Karpus Investment Management, cutting an estimated $65.7M.

  • 285 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q3 2024, up from 276 in Q2 2024.
  • Funds reported $909M of Nuveen Quality Municipal Income Fund stock for Q3 2024, down 6.7% quarter-over-quarter.
  • 35 funds opened new Nuveen Quality Municipal Income Fund positions in Q3 2024 and 24 closed out, a net change of +11 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q3 2024 was Bramshill Investments, an estimated $15.4M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q3 2024 was Karpus Investment Management, an estimated $65.7M sold.

Based on aggregated 13F filings for Q3 2024.