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Nuveen Quality Municipal Income Fund

285 hedge funds and large institutions have $909M invested in Nuveen Quality Municipal Income Fund in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 108 increasing their positions, 64 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 64

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

3% more funds holding

Funds holding: 276285 (+9)

3.95% less ownership

Funds ownership: 35.37%31.41% (-4%)

7% less capital invested

Capital invested by funds: $974M → $909M (-$65M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
285
Holders Change
+9
Holders Change %
+3.26%
% of All Funds
4.09%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
35
Increased
108
Reduced
64
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
201
SFMG Wealth Advisors
Texas
$157K
KWS
202
Keystone Wealth Services
California
$157K
IWA
203
Icon Wealth Advisors
Texas
$152K +$147K +12,246 New
ACA
204
Aptus Capital Advisors
Alabama
$149K +$1.38K +115 +1%
CWP
205
Cyndeo Wealth Partners
Florida
$149K
SCA
206
SMH Capital Advisors
Texas
$147K
TSS
207
Two Sigma Securities
New York
$146K +$141K +11,776 New
SLC
208
Second Line Capital
Louisiana
$145K
CP
209
Camelot Portfolios
Ohio
$145K +$121K +10,085 +632%
SCM
210
Sterneck Capital Management
Missouri
$142K
Koshinski Asset Management
211
Koshinski Asset Management
Illinois
$139K
MC
212
Moors & Cabot
Massachusetts
$139K +$8.37K +697 +7%
WFA
213
WMG Financial Advisors
Tennessee
$139K -$12 -1 -0%
RFC
214
Regions Financial Corp
Alabama
$135K +$131K +10,888 New
AIFAIM
215
American Institute for Advanced Investment Management
Arizona
$133K
FIM
216
Fruth Investment Management
Texas
$129K
STA
217
Summit Trail Advisors
New York
$129K +$124K +10,337 New
ONB
218
Old National Bancorp
Indiana
$127K -$15.1K -1,258 -11%
AAS
219
Avantax Advisory Services
Texas
$126K +$122K +10,158 New
NAS
220
NWF Advisory Services
California
$126K -$35.8K -2,979 -23%
VAG
221
VisionPoint Advisory Group
Texas
$125K +$936 +78 +0.8%
Jane Street
222
Jane Street
New York
$125K -$63.9K -5,326 -34%
RWP
223
RWA Wealth Partners
Massachusetts
$124K
GGI
224
Godsey & Gibb Inc
Virginia
$121K
WTC
225
WhitTier Trust Company
Nevada
$118K -$30K -2,498 -21%

NAD Hedge Fund Activity: Q3 2024 in Review

285 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q3 2024, worth a combined $909M — down 6.7% from $974M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new NAD positions and 24 closed out — a net gain of 11 holders — while 108 added to existing stakes and 64 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $15.4M. The largest seller was Karpus Investment Management, cutting an estimated $65.7M.

  • 285 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q3 2024, up from 276 in Q2 2024.
  • Funds reported $909M of Nuveen Quality Municipal Income Fund stock for Q3 2024, down 6.7% quarter-over-quarter.
  • 35 funds opened new Nuveen Quality Municipal Income Fund positions in Q3 2024 and 24 closed out, a net change of +11 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q3 2024 was Bramshill Investments, an estimated $15.4M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q3 2024 was Karpus Investment Management, an estimated $65.7M sold.

Based on aggregated 13F filings for Q3 2024.