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Nuveen AMT-Free Quality Municipal Income Fund
NEA

212 hedge funds and large institutions have $773M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 71 increasing their positions, 49 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 49

0.07% more ownership

Funds ownership: 22.44% → 22.51% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

2% less capital invested

Capital invested by funds: $786M → $773M (-$12.8M)

1% less funds holding

Funds holding: 215 → 212 (-3)

Holders
212
Holders Change
-3
Holders Change %
-1.4%
% of All Funds
4.6%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
20
Increased
71
Reduced
49
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$4.52M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.43M
3
SIA
Sit Investment Associates
Minnesota
+$3.12M
4
CPC
Congress Park Capital
New York
+$2.73M
5
COLIM
City of London Investment Management
United Kingdom
+$2.28M

Top Sellers

1
OA
Oxbow Advisors
Texas
-$5.97M
2
Stifel Financial
Stifel Financial
Missouri
-$5.54M
3
RCM
Rivernorth Capital Management
Florida
-$2.84M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$2.64M
5
PPA
Parametric Portfolio Associates
Washington
-$2.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
KPW
226
Kore Private Wealth
New York
– -$82K -6,092 Closed
RCAG
227
Rehmann Capital Advisory Group
Michigan
– -$77.3K -5,787 Closed
MPWT
228
MassMutual Private Wealth & Trust
Connecticut
– -$67.4K -5,044 Closed
IWP
229
Icon Wealth Partners
Texas
– -$60K -4,513 Closed
AIC
230
Ameritas Investment Company
Nebraska
– -$50K -3,709 Closed
SEI Investments
231
SEI Investments
Pennsylvania
– -$32K -2,414 Closed
WCM
232
WealthBridge Capital Management
Ohio
– -$23K -1,721 Closed
Bank of Montreal
233
Bank of Montreal
Ontario, Canada
– -$18K -1,337 Closed
OFW
234
Omnia Family Wealth
Florida
– -$14K -1,028 Closed
FHB
235
First Hawaiian Bank
Hawaii
– -$2K -114 Closed
RIA
236
Realta Investment Advisors
Delaware
– -$1K -102 Closed
6 7 8 9
10

NEA Hedge Fund Activity: Q2 2019 in Review

212 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q2 2019, worth a combined $773M — down 1.6% from $786M a quarter earlier.

Fund positioning in NEA was balanced in Q2 2019: 20 funds opened new positions, 20 closed out, 71 added to existing stakes and 49 trimmed.

The largest buyer was Wells Fargo, adding an estimated $4.52M. The largest seller was Oxbow Advisors, cutting an estimated $5.97M.

  • 212 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q2 2019, down from 215 in Q1 2019.
  • Funds reported $773M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q2 2019, down 1.6% quarter-over-quarter.
  • 20 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q2 2019 and 20 closed out, a net change of 0 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q2 2019 was Wells Fargo, an estimated $4.52M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q2 2019 was Oxbow Advisors, an estimated $5.97M sold.

Based on aggregated 13F filings for Q2 2019.