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Nuveen Quality Municipal Income Fund
NAD

157 hedge funds and large institutions have $337M invested in Nuveen Quality Municipal Income Fund in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

14% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 43

8% more capital invested

Capital invested by funds: $311M → $337M (+$25.8M)

2% more funds holding

Funds holding: 154 → 157 (+3)

0.64% more ownership

Funds ownership: 11.26% → 11.9% (+0.64%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
157
Holders Change
+3
Holders Change %
+1.95%
% of All Funds
3.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
49
Reduced
43
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
Parametric Portfolio Associates
Washington
+$20.4M
2
Morgan Stanley
Morgan Stanley
New York
+$4.89M
3
KIM
Karpus Investment Management
New York
+$2.25M
4
Wells Fargo
Wells Fargo
California
+$1.93M
5
VanEck Associates
VanEck Associates
New York
+$847K

Top Sellers

1
LPL Financial
LPL Financial
California
-$4.79M
2
JP Morgan Chase
JP Morgan Chase
New York
-$3.01M
3
GC
Guggenheim Capital
Illinois
-$2.78M
4
Invesco
Invesco
Georgia
-$2.47M
5
UBS Group
UBS Group
Switzerland
-$2.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$43.4M +$4.89M +350,529 +13%
Wells Fargo
2
Wells Fargo
California
$35.8M +$1.93M +138,603 +6%
RCM
3
Rivernorth Capital Management
Florida
$28.9M -$365K -26,200 -1%
UBS Group
4
UBS Group
Switzerland
$22.7M -$2.47M -177,094 -10%
Bank of America
5
Bank of America
North Carolina
$20.6M +$174K +12,461 +0.9%
PPA
6
Parametric Portfolio Associates
Washington
$20.5M +$20.4M +1,460,123 New
KIM
7
Karpus Investment Management
New York
$16.5M +$2.25M +161,744 +16%
GC
8
Guggenheim Capital
Illinois
$15M -$2.78M -199,351 -16%
SIA
9
Sit Investment Associates
Minnesota
$13.8M +$304K +21,805 +2%
AAM
10
Advisors Asset Management
Colorado
$8.97M -$289K -20,752 -3%
RCM
11
Robinson Capital Management
Michigan
$7.6M +$209K +15,000 +3%
VanEck Associates
12
VanEck Associates
New York
$7.32M +$847K +60,734 +13%
1CP
13
1607 Capital Partners
Virginia
$6.08M -$178K -12,800 -3%
Invesco
14
Invesco
Georgia
$4.84M -$2.47M -177,504 -34%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.7M +$105K +7,563 +2%
HighTower Advisors
16
HighTower Advisors
Illinois
$2.66M +$637K +45,728 +32%
JP Morgan Chase
17
JP Morgan Chase
New York
$2.54M -$3.01M -216,219 -54%
Stifel Financial
18
Stifel Financial
Missouri
$2.49M +$127K +9,120 +5%
JWA
19
JFS Wealth Advisors
Pennsylvania
$2.42M +$48.9K +3,507 +2%
1832 Asset Management
20
1832 Asset Management
Ontario, Canada
$2.39M +$558K +40,000 +31%
NPC
21
National Planning Corporation
California
$2.31M – – –
TCM
22
Tradewinds Capital Management
Washington
$2.31M -$10.2K -731 -0.4%
NCMW
23
Northern Capital Management (Wisconsin)
Wisconsin
$2.26M +$108K +7,780 +5%
RJA
24
Raymond James & Associates
Florida
$2.2M +$431K +30,937 +25%
Cohen & Steers
25
Cohen & Steers
New York
$2.11M +$452K +32,390 +28%
1
2 3 4 5

NAD Hedge Fund Activity: Q2 2017 in Review

157 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q2 2017, worth a combined $337M — up 8.3% from $311M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new NAD positions and 9 closed out — a net gain of 5 holders — while 49 added to existing stakes and 43 trimmed.

The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $20.4M. The largest seller was LPL Financial, cutting an estimated $4.79M.

  • 157 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q2 2017, up from 154 in Q1 2017.
  • Funds reported $337M of Nuveen Quality Municipal Income Fund stock for Q2 2017, up 8.3% quarter-over-quarter.
  • 14 funds opened new Nuveen Quality Municipal Income Fund positions in Q2 2017 and 9 closed out, a net change of +5 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q2 2017 was Parametric Portfolio Associates, an estimated $20.4M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q2 2017 was LPL Financial, an estimated $4.79M sold.

Based on aggregated 13F filings for Q2 2017.