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Nuveen AMT-Free Quality Municipal Income Fund

215 hedge funds and large institutions have $786M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 41 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 41

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

12% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 26

7% more capital invested

Capital invested by funds: $734M → $786M (+$51.7M)

0.22% less ownership

Funds ownership: 22.66%22.44% (-0.22%)

0% less funds holding

Funds holding: 216215 (-1)

Holders
215
Holders Change
-1
Holders Change %
-0.46%
% of All Funds
4.65%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
29
Increased
63
Reduced
41
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
226
AQR Arbitrage
Connecticut
-$1.25M -101,697 Closed
G
227
GenTrust
Florida
-$1.02M -82,823 Closed
FCH
228
Freestone Capital Holdings
Washington
-$790K -64,184 Closed
Jane Street
229
Jane Street
New York
-$480K -38,977 Closed
TSS
230
Two Sigma Securities
New York
-$421K -34,204 Closed
KM
231
Kalos Management
Georgia
-$379K -30,802 Closed
Bank of New York Mellon
232
Bank of New York Mellon
New York
-$301K -24,485 Closed
SPC
233
Sigma Planning Corp
Michigan
-$254K -20,598 Closed
VF
234
Virtu Financial
New York
-$199K -16,174 Closed
RIA
235
Regal Investment Advisors
Michigan
-$163K -13,259 Closed
QAM
236
Questar Asset Management
Minnesota
-$141K -11,422 Closed
DDPIC
237
Deroy & Devereaux Private Investment Counsel
Michigan
-$131K -10,627 Closed
HT
238
Heritage Trust
Oklahoma
-$40K -3,229 Closed
MWA
239
Meridian Wealth Advisors
Texas
-$38K -3,106 Closed
CA
240
Claro Advisors
Massachusetts
-$38K -2,982 Closed
GWA
241
Guidant Wealth Advisors
Illinois
-$35K -2,851 Closed
WDL
242
Well Done LLC
Michigan
-$18K -1,452 Closed
KPCM
243
Kings Point Capital Management
New York
-$15K -1,249 Closed
MA
244
MUFG Americas
New York
-$7K -597 Closed
DWM
245
Doyle Wealth Management
Florida
-$6K -482 Closed
SIAP
246
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$2K -228 Closed

NEA Hedge Fund Activity: Q1 2019 in Review

215 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q1 2019, worth a combined $786M — up 7% from $734M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new NEA positions and 26 closed out — a net gain of 3 holders — while 63 added to existing stakes and 41 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $10.5M. The largest seller was Rivernorth Capital Management, cutting an estimated $14.8M.

  • 215 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q1 2019, down from 216 in Q4 2018.
  • Funds reported $786M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q1 2019, up 7% quarter-over-quarter.
  • 29 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q1 2019 and 26 closed out, a net change of +3 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q1 2019 was Parametric Portfolio Associates, an estimated $10.5M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q1 2019 was Rivernorth Capital Management, an estimated $14.8M sold.

Based on aggregated 13F filings for Q1 2019.