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Nuveen Quality Municipal Income Fund

271 hedge funds and large institutions have $948M invested in Nuveen Quality Municipal Income Fund in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 96 increasing their positions, 72 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 72

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

1% more funds holding

Funds holding: 268271 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

4% less capital invested

Capital invested by funds: $985M → $948M (-$36.9M)

1.38% less ownership

Funds ownership: 36.73%35.35% (-1.4%)

Holders
271
Holders Change
+3
Holders Change %
+1.12%
% of All Funds
3.9%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
28
Increased
96
Reduced
72
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
201
Beacon Investment Advisors
Maryland
$149K -$9.23K -817 -6%
MNBTD
202
Moody National Bank Trust Division
Texas
$149K -$42.5K -3,762 -22%
ACA
203
Aptus Capital Advisors
Alabama
$149K +$29.9K +2,648 +26%
WI
204
Wintrust Investments
Illinois
$147K -$65.6K -5,810 -31%
KWS
205
Keystone Wealth Services
California
$145K
US Bancorp
206
US Bancorp
Minnesota
$138K +$67.8K +6,000 +99%
CWP
207
Cyndeo Wealth Partners
Florida
$138K
WTC
208
WhitTier Trust Company
Nevada
$138K
SCA
209
SMH Capital Advisors
Texas
$136K
SP
210
Stonebrook Private
Michigan
$135K
SLC
211
Second Line Capital
Louisiana
$134K +$18.1K +1,600 +16%
OAM
212
Occidental Asset Management
California
$129K +$127K +11,231 New
TIAA Trust, National Association
213
TIAA Trust, National Association
North Carolina
$125K
AIFAIM
214
American Institute for Advanced Investment Management
Arizona
$123K +$122K +10,767 New
WA
215
Waverly Advisors
Alabama
$123K +$121K +10,731 New
MC
216
Moors & Cabot
Massachusetts
$120K +$45 +4 +0%
FIM
217
Fruth Investment Management
Texas
$119K -$78.3K -6,930 -40%
EAM
218
Evanson Asset Management
California
$118K
Koshinski Asset Management
219
Koshinski Asset Management
Illinois
$115K -$8.23K -729 -7%
RWP
220
RWA Wealth Partners
Massachusetts
$115K
VAG
221
VisionPoint Advisory Group
Texas
$115K +$520 +46 +0.5%
PS
222
Principal Securities
Iowa
$112K +$45 +4 +0%
VC
223
Vestor Capital
Illinois
$107K
JP Morgan Chase
224
JP Morgan Chase
New York
$97.5K +$96.1K +8,508 New
SSB
225
Sandy Spring Bank
Maryland
$92.1K

NAD Hedge Fund Activity: Q1 2024 in Review

271 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q1 2024, worth a combined $948M — down 3.7% from $985M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new NAD positions and 22 closed out — a net gain of 6 holders — while 96 added to existing stakes and 72 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $11.4M. The largest seller was Morgan Stanley, cutting an estimated $54.2M.

  • 271 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q1 2024, up from 268 in Q4 2023.
  • Funds reported $948M of Nuveen Quality Municipal Income Fund stock for Q1 2024, down 3.7% quarter-over-quarter.
  • 28 funds opened new Nuveen Quality Municipal Income Fund positions in Q1 2024 and 22 closed out, a net change of +6 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q1 2024 was Karpus Investment Management, an estimated $11.4M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $54.2M sold.

Based on aggregated 13F filings for Q1 2024.