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Nuveen AMT-Free Quality Municipal Income Fund

251 hedge funds and large institutions have $891M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 79 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

61% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 49

6% more funds holding

Funds holding: 237251 (+14)

2.05% less ownership

Funds ownership: 24.29%22.24% (-2%)

5% less capital invested

Capital invested by funds: $941M → $891M (-$49.4M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
251
Holders Change
+14
Holders Change %
+5.91%
% of All Funds
5.06%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
27
Increased
79
Reduced
49
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
226
Optimum Investment Advisors
Illinois
$25K
EIP
227
Ellis Investment Partners
Pennsylvania
$23K +$187 +13 +0.8%
CCM
228
Chiron Capital Management
Florida
$23K +$22.7K +1,585 New
JWM
229
Jeppson Wealth Management
California
$23K +$23K +1,600 New
APWM
230
Atlas Private Wealth Management
New York
$22K
AWM
231
Adams Wealth Management
Utah
$22K +$22.1K +1,540 New
BWL
232
Bogart Wealth LLC
Virginia
$20K -$3.44K -240 -15%
Carson Wealth (CWM LLC)
233
Carson Wealth (CWM LLC)
Nebraska
$20K
BCWM
234
Bartlett & Co Wealth Management
Ohio
$19.4K
BC
235
Bartlett & Co
Ohio
$19K
CAL
236
Capital Analysts LLC
Pennsylvania
$19K
HPC
237
HM Payson & Co
Maine
$15K
CTC
238
Central Trust Company
Missouri
$14K
CFGS
239
Concourse Financial Group Securities
Alabama
$11K
WLPWM
240
Walled Lake Planning & Wealth Management
Illinois
$11K +$129 +9 +1%
Northern Trust
241
Northern Trust
Illinois
$10K +$3.46K +241 +0.3%
MRCM
242
M&R Capital Management
New Jersey
$9K
PFO
243
Pathstone Family Office
New Jersey
$8K -$7.78K -542 -50%
MFT
244
Moisand Fitzgerald Tamayo
Florida
$8K
FHA
245
Flagship Harbor Advisors
Massachusetts
$7K
AA
246
Ancora Advisors
Ohio
$7K +$7.23K +504 New
RFA
247
Reilly Financial Advisors
California
$4K
SQA
248
Simon Quick Advisors
New Jersey
$2K +$2.35K +164 New
KTC
249
Kistler-Tiffany Companies
Pennsylvania
$1K
SIS
250
Sound Income Strategies
Florida
$1K

NEA Hedge Fund Activity: Q3 2020 in Review

251 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q3 2020, worth a combined $891M — down 5.3% from $941M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new NEA positions and 12 closed out — a net gain of 15 holders — while 79 added to existing stakes and 49 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $23.1M. The largest seller was Wells Fargo, cutting an estimated $45.9M.

  • 251 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q3 2020, up from 237 in Q2 2020.
  • Funds reported $891M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q3 2020, down 5.3% quarter-over-quarter.
  • 27 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q3 2020 and 12 closed out, a net change of +15 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q3 2020 was Bramshill Investments, an estimated $23.1M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q3 2020 was Wells Fargo, an estimated $45.9M sold.

Based on aggregated 13F filings for Q3 2020.