We are live on ! Find out more
NAD icon

Nuveen Quality Municipal Income Fund

60 hedge funds and large institutions have $61.2M invested in Nuveen Quality Municipal Income Fund in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

42% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 12

9% more funds holding

Funds holding: 5560 (+5)

5% more capital invested

Capital invested by funds: $58.5M → $61.2M (+$2.74M)

0.95% more ownership

Funds ownership: 11.5%12.45% (+0.95%)

Holders
60
Holders Change
+5
Holders Change %
+9.09%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
17
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$11.5M +$2.36M +186,385 +26%
AAM
2
Advisors Asset Management
Colorado
$7.04M +$254K +20,123 +4%
GC
3
Guggenheim Capital
Illinois
$6.15M -$453K -35,844 -7%
Invesco
4
Invesco
Georgia
$3.87M -$2.5M -197,671 -39%
Bank of America
5
Bank of America
North Carolina
$3.8M +$2.85M +225,664 +295%
PPA
6
Parametric Portfolio Associates
Washington
$3.46M +$95.5K +7,551 +3%
HK
7
Horizon Kinetics
New York
$2.88M -$14.5K -1,144 -0.5%
Morgan Stanley
8
Morgan Stanley
New York
$2.88M +$16.8K +1,327 +0.6%
GEM
9
Global Endowment Management
North Carolina
$2.79M +$2.31M +182,400 +470%
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.87M +$797K +63,063 +74%
Wells Fargo
11
Wells Fargo
California
$1.79M +$173K +13,680 +11%
CIA
12
Capital Investment Advisors
Georgia
$1.39M +$1.4M +110,441 New
AQR Capital Management
13
AQR Capital Management
Connecticut
$1.37M +$448K +35,469 +48%
U
14
UBS
Switzerland
$1.15M -$1.54M -121,517 -57%
MIG
15
Mariner Investment Group
New York
$923K +$927K +73,293 New
MFS
16
MSI Financial Services
Massachusetts
$773K -$115K -9,084 -13%
LPL Financial
17
LPL Financial
California
$718K +$233K +18,441 +48%
GCM
18
Gruss Capital Management
New York
$599K +$602K +47,614 New
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$558K -$89.9K -7,107 -14%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$423K -$143K -11,282 -25%
KIM
21
Karpus Investment Management
New York
$417K +$129K +10,200 +45%
SG Americas Securities
22
SG Americas Securities
New York
$415K +$417K +32,952 New
UCFA
23
United Capital Financial Advisors
Texas
$390K -$86.4K -6,830 -18%
VanEck Associates
24
VanEck Associates
New York
$363K -$47.3K -3,744 -11%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$324K +$27.5K +2,178 +9%

NAD Hedge Fund Activity: Q4 2013 in Review

60 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q4 2013, worth a combined $61.2M — up 4.7% from $58.5M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NAD positions and 9 closed out — a net gain of 6 holders — while 17 added to existing stakes and 12 trimmed.

The largest buyer was Bank of America, adding an estimated $2.85M. The largest seller was Claren Road Asset Management, exiting entirely with an estimated $2.53M sold.

  • 60 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q4 2013, up from 55 in Q3 2013.
  • Funds reported $61.2M of Nuveen Quality Municipal Income Fund stock for Q4 2013, up 4.7% quarter-over-quarter.
  • 15 funds opened new Nuveen Quality Municipal Income Fund positions in Q4 2013 and 9 closed out, a net change of +6 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q4 2013 was Bank of America, an estimated $2.85M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q4 2013 was Claren Road Asset Management, an estimated $2.53M sold.

Based on aggregated 13F filings for Q4 2013.