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Nuveen Quality Municipal Income Fund

229 hedge funds and large institutions have $813M invested in Nuveen Quality Municipal Income Fund in 2020 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 65 increasing their positions, 48 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 22

35% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 48

12% more capital invested

Capital invested by funds: $727M → $813M (+$85.9M)

8% more funds holding

Funds holding: 212229 (+17)

3.31% more ownership

Funds ownership: 24.61%27.92% (+3.3%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
229
Holders Change
+17
Holders Change %
+8.02%
% of All Funds
5.05%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
42
Increased
65
Reduced
48
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
201
Global Retirement Partners
California
$13K
DCM
202
Davis Capital Management
Florida
$13K +$13.7K +948 New
TFS
203
TrustCore Financial Services
Tennessee
$10K
CBT
204
Capital Bank & Trust
California
$10K +$10.1K +702 New
WLPWM
205
Walled Lake Planning & Wealth Management
Illinois
$9K +$9.56K +662 New
RFM
206
Royal Fund Management
Florida
$9K +$9.65K +668 New
BCWM
207
Bartlett & Co Wealth Management
Ohio
$8.28K
FCA
208
FinTrust Capital Advisors
South Carolina
$8K
BC
209
Bartlett & Co
Ohio
$8K +$8.67K +600 New
BWM
210
BerganKDV Wealth Management
Minnesota
$7K
CHC
211
City Holding Co
West Virginia
$7K
SFA
212
Semmax Financial Advisors
North Carolina
$7K +$7.25K +502 New
SBL
213
Sargent Bickham Lagudis
Colorado
$7K +$7.43K +514 New
TWA
214
TCI Wealth Advisors
Arizona
$7K +$7.8K +540 New
Northern Trust
215
Northern Trust
Illinois
$6K -$121K -8,369 -16%
SIAP
216
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6K
SWM
217
Sugarloaf Wealth Management
Georgia
$6K
CFD
218
Creative Financial Designs
Indiana
$5K
APA
219
American Portfolios Advisors
New York
$4.79K -$26.2K -1,813 -84%
NFG
220
Next Financial Group
Texas
$4K -$123K -8,484 -97%
CFN
221
Cordasco Financial Network
Florida
$4K
DWM
222
Darwin Wealth Management
Florida
$4K +$4.45K +308 New
HIA
223
Harbor Investment Advisory
Maryland
$3K
SC
224
Sawyer & Company
Massachusetts
$2K
CFA
225
Carroll Financial Associates
North Carolina
$1K

NAD Hedge Fund Activity: Q1 2020 in Review

229 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q1 2020, worth a combined $813M — up 12% from $727M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new NAD positions and 22 closed out — a net gain of 20 holders — while 65 added to existing stakes and 48 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $61.5M. The largest seller was Robinson Capital Management, cutting an estimated $6.7M.

  • 229 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q1 2020, up from 212 in Q4 2019.
  • Funds reported $813M of Nuveen Quality Municipal Income Fund stock for Q1 2020, up 12% quarter-over-quarter.
  • 42 funds opened new Nuveen Quality Municipal Income Fund positions in Q1 2020 and 22 closed out, a net change of +20 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q1 2020 was Karpus Investment Management, an estimated $61.5M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q1 2020 was Robinson Capital Management, an estimated $6.7M sold.

Based on aggregated 13F filings for Q1 2020.