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Nuveen Quality Municipal Income Fund

295 hedge funds and large institutions have $1B invested in Nuveen Quality Municipal Income Fund in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 92 increasing their positions, 76 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 31

21% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 76

10% more capital invested

Capital invested by funds: $909M → $1B (+$90.8M)

4% more funds holding

Funds holding: 285295 (+10)

0.91% less ownership

Funds ownership: 31.41%30.51% (-0.91%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
295
Holders Change
+10
Holders Change %
+3.51%
% of All Funds
3.89%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
45
Increased
92
Reduced
76
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
176
Creative Planning
Kansas
$183K +$15.7K +1,307 +9%
AWA
177
AmeriServ Wealth Advisors
Pennsylvania
$181K +$187K +15,504 New
CAM
178
Clark Asset Management
New Hampshire
$181K
CHJWM
179
Carlton Hofferkamp & Jenks Wealth Management
Texas
$179K
WJWM
180
Williams Jones Wealth Management
New York
$177K
HIP
181
HUB Investment Partners
Texas
$175K
KCM
182
Kennicott Capital Management
California
$175K
EWA
183
EP Wealth Advisors
California
$172K +$14.3K +1,186 +9%
First Trust Advisors
184
First Trust Advisors
Illinois
$171K -$29.3K -2,438 -14%
LNWWM
185
Laird Norton Wetherby Wealth Management
California
$170K +$4.85K +403 +3%
OAM
186
Occidental Asset Management
California
$170K +$7.75K +644 +5%
IWM
187
IHT Wealth Management
Illinois
$170K -$59.5K -4,942 -25%
SS
188
Sunbelt Securities
Texas
$169K -$4.21K -350 -2%
PAW
189
Plan A Wealth
Nebraska
$167K +$173K +14,363 New
IFWM
190
Institute for Wealth Management
Colorado
$161K
ACA
191
Aptus Capital Advisors
Alabama
$160K +$20.1K +1,668 +14%
TIAA Trust, National Association
192
TIAA Trust, National Association
North Carolina
$157K +$3.6K +299 +2%
BIA
193
Beacon Investment Advisors
Maryland
$156K +$469 +39 +0.3%
PCM
194
Permanent Capital Management
Illinois
$154K +$159K +13,209 New
SBIA
195
Sheaff Brock Investment Advisors
Indiana
$154K
CA
196
Carson Advisory
Georgia
$153K
BHWM
197
Bar Harbor Wealth Management
New Hampshire
$152K
VCM
198
Vivaldi Capital Management
Illinois
$152K
VWA
199
VSM Wealth Advisory
Maryland
$150K +$155K +12,880 New
WB
200
WesBanco Bank
West Virginia
$149K

NAD Hedge Fund Activity: Q4 2024 in Review

295 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q4 2024, worth a combined $1B — up 10% from $909M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new NAD positions and 31 closed out — a net gain of 14 holders — while 92 added to existing stakes and 76 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $7.08M. The largest seller was Karpus Investment Management, cutting an estimated $34.3M.

  • 295 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q4 2024, up from 285 in Q3 2024.
  • Funds reported $1B of Nuveen Quality Municipal Income Fund stock for Q4 2024, up 10% quarter-over-quarter.
  • 45 funds opened new Nuveen Quality Municipal Income Fund positions in Q4 2024 and 31 closed out, a net change of +14 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q4 2024 was Bramshill Investments, an estimated $7.08M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q4 2024 was Karpus Investment Management, an estimated $34.3M sold.

Based on aggregated 13F filings for Q4 2024.