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Nuveen Quality Municipal Income Fund

240 hedge funds and large institutions have $814M invested in Nuveen Quality Municipal Income Fund in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 78 increasing their positions, 39 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 39

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

6% more funds holding

Funds holding: 226240 (+14)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% less capital invested

Capital invested by funds: $815M → $814M (-$1.62M)

1.45% less ownership

Funds ownership: 26.51%25.05% (-1.5%)

Holders
240
Holders Change
+14
Holders Change %
+6.19%
% of All Funds
4.25%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
36
Increased
78
Reduced
39
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
201
Jacobi Capital Management
Pennsylvania
$38K
KTC
202
Kistler-Tiffany Companies
Pennsylvania
$36K
VBCG
203
Valley Brook Capital Group
Pennsylvania
$36K +$34.7K +2,350 New
CWP
204
Concord Wealth Partners
Virginia
$34K +$33.1K +2,240 New
IAIM
205
International Assets Investment Management
Florida
$33K +$31.5K +2,129 New
HFM
206
Hartford Financial Management
Connecticut
$32K
FCMT
207
Founders Capital Management (Texas)
Texas
$31K +$29.6K +2,000 New
ICM
208
Islay Capital Management
Texas
$30K
FWM
209
FSA Wealth Management
Massachusetts
$28K +$26.7K +1,806 New
FPCG
210
Fort Pitt Capital Group
Pennsylvania
$26K +$25.3K +1,710 New
TF
211
Tompkins Financial
New York
$25K +$23.6K +1,600 New
GWS
212
Glassman Wealth Services
Virginia
$22K
CAL
213
Capital Analysts LLC
Pennsylvania
$20K
MA
214
Montag & Associates
Georgia
$18K +$16.9K +1,143 New
GRP
215
Global Retirement Partners
California
$17K +$2.54K +172 +18%
CTC
216
Central Trust Company
Missouri
$16K
TFM
217
TFC Financial Management
Massachusetts
$16K
AA
218
Addison Advisors
Vermont
$15K +$14.1K +953 New
MA
219
MUFG Americas
New York
$10K +$9.88K +669 New
BCWM
220
Bartlett & Co Wealth Management
Ohio
$9.22K
BC
221
Bartlett & Co
Ohio
$9K
SIAP
222
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$8K
SWM
223
Sugarloaf Wealth Management
Georgia
$7K
APA
224
American Portfolios Advisors
New York
$6.26K
NFG
225
Next Financial Group
Texas
$6K

NAD Hedge Fund Activity: Q4 2020 in Review

240 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q4 2020, worth a combined $814M — down 0.2% from $815M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new NAD positions and 21 closed out — a net gain of 15 holders — while 78 added to existing stakes and 39 trimmed.

The largest buyer was Veritable, adding an estimated $10.3M. The largest seller was Karpus Investment Management, cutting an estimated $50.8M.

  • 240 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q4 2020, up from 226 in Q3 2020.
  • Funds reported $814M of Nuveen Quality Municipal Income Fund stock for Q4 2020, down 0.2% quarter-over-quarter.
  • 36 funds opened new Nuveen Quality Municipal Income Fund positions in Q4 2020 and 21 closed out, a net change of +15 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q4 2020 was Veritable, an estimated $10.3M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q4 2020 was Karpus Investment Management, an estimated $50.8M sold.

Based on aggregated 13F filings for Q4 2020.