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Nuveen Quality Municipal Income Fund
NAD

244 hedge funds and large institutions have $880M invested in Nuveen Quality Municipal Income Fund in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 92 increasing their positions, 38 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 38

50% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 24

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

8% more capital invested

Capital invested by funds: $813M → $880M (+$67.5M)

5% more funds holding

Funds holding: 233 → 244 (+11)

1.81% less ownership

Funds ownership: 25.37% → 23.56% (-1.8%)

Holders
244
Holders Change
+11
Holders Change %
+4.72%
% of All Funds
4.25%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
36
Increased
92
Reduced
38
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$9.24M
2
UBS Group
UBS Group
Switzerland
+$8.83M
3
Morgan Stanley
Morgan Stanley
New York
+$5.61M
4
Bank of America
Bank of America
North Carolina
+$5.09M
5
SIA
Sit Investment Associates
Minnesota
+$4.6M

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$44.6M
2
VCM
Vivaldi Capital Management
Illinois
-$3.49M
3
RVPG
Relative Value Partners Group
-$3.17M
4
1CP
1607 Capital Partners
Virginia
-$1.44M
5
DWM
Dakota Wealth Management
Florida
-$984K
Name Holding Trade Value Shares
Change 		Change in
Stake
TI
201
tru Independence
Oregon
$100K +$96.8K +6,223 New
SB
202
Strategic Blueprint
Georgia
$98K +$95.1K +6,116 New
FA
203
Financial Advantage
Maryland
$96K +$93.3K +5,999 New
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$83K – – –
CFD
205
Creative Financial Designs
Indiana
$83K – – –
SSB
206
Sandy Spring Bank
Maryland
$80K – – –
TCM
207
Tradewinds Capital Management
Washington
$80K – – –
PA
208
Parallel Advisors
California
$69K – – –
NFSG
209
Newbridge Financial Services Group
Florida
$69K +$871 +56 +1%
JMF
210
Johnson Midwest Financial
Iowa
$62K +$171 +11 +0.3%
WB
211
Webster Bank
Connecticut
$55K – – –
HCM
212
Highlander Capital Management
New Jersey
$49K – – –
GLLW
213
Graves Light Lenhart Wealth
Virginia
$48K – – –
CCC
214
Crescent Capital Consulting
Louisiana
$44K – – –
JCM
215
Jacobi Capital Management
Pennsylvania
$40K – – –
KTC
216
Kistler-Tiffany Companies
Pennsylvania
$38K – – –
CWP
217
Concord Wealth Partners
Virginia
$36K – – –
HFM
218
Hartford Financial Management
Connecticut
$33K – – –
PWP
219
Personal Wealth Partners
Minnesota
$32K +$31K +1,993 New
HNB
220
Huntington National Bank
Ohio
$27K – – –
AWM
221
Accel Wealth Management
Iowa
$27K +$26.4K +1,695 New
GWS
222
Glassman Wealth Services
Virginia
$22K – – –
CAL
223
Capital Analysts LLC
Pennsylvania
$21K – – –
MA
224
Montag & Associates
Georgia
$18K – – –
CTC
225
Central Trust Company
Missouri
$16K – – –
7 8
9
10 11

NAD Hedge Fund Activity: Q2 2021 in Review

244 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q2 2021, worth a combined $880M — up 8.3% from $813M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new NAD positions and 24 closed out — a net gain of 12 holders — while 92 added to existing stakes and 38 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $9.24M. The largest seller was Karpus Investment Management, cutting an estimated $44.6M.

  • 244 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q2 2021, up from 233 in Q1 2021.
  • Funds reported $880M of Nuveen Quality Municipal Income Fund stock for Q2 2021, up 8.3% quarter-over-quarter.
  • 36 funds opened new Nuveen Quality Municipal Income Fund positions in Q2 2021 and 24 closed out, a net change of +12 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q2 2021 was Bramshill Investments, an estimated $9.24M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q2 2021 was Karpus Investment Management, an estimated $44.6M sold.

Based on aggregated 13F filings for Q2 2021.