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Nuveen AMT-Free Quality Municipal Income Fund

281 hedge funds and large institutions have $997M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 101 increasing their positions, 62 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 62

22% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 32

12% more capital invested

Capital invested by funds: $893M → $997M (+$104M)

1.06% more ownership

Funds ownership: 21.41%22.47% (+1.1%)

0% more funds holding

Funds holding: 281281 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
281
Holders Change
Holders Change %
0%
% of All Funds
4.93%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
39
Increased
101
Reduced
62
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
226
Montag & Associates
Georgia
$62K
MCM
227
MV Capital Management
Maryland
$56K +$56.3K +3,803 New
NFSG
228
Newbridge Financial Services Group
Florida
$54K
FF
229
FourThought Financial
Florida
$50K
PFSC
230
Peoples Financial Services Corp
Pennsylvania
$50K
IAIM
231
International Assets Investment Management
Florida
$49K
S
232
SignatureFD
Georgia
$48K +$4.34K +293 +10%
HFM
233
Hartford Financial Management
Connecticut
$45K
WT
234
Washington Trust
Rhode Island
$44K
RAM
235
Riggs Asset Management
Pennsylvania
$43K
AIC
236
Archer Investment Corporation
Indiana
$40.3K
SFP
237
Sterling Financial Planning
New Jersey
$39K +$459 +31 +1%
FMP
238
Financial Management Professionals
Texas
$38K
HIA
239
Harbor Investment Advisory
Maryland
$37K
CAL
240
Capital Analysts LLC
Pennsylvania
$37K +$17.8K +1,201 +91%
BFC
241
Bedel Financial Consulting
Indiana
$35K -$49.4K -3,333 -58%
PFGIA
242
Patriot Financial Group Insurance Agency
Massachusetts
$35K
RF
243
Robbins Farley
New Hampshire
$33K +$31.9K +2,152 New
DAM
244
Delta Asset Management
Tennessee
$32K
RBC
245
Roble Belko & Company
Pennsylvania
$31K
GWSG
246
GPS Wealth Strategies Group
Colorado
$31K +$31.7K +2,140 New
SIS
247
Sound Income Strategies
Florida
$30.1K +$29.6K +1,997 +5,547%
FCMT
248
Founders Capital Management (Texas)
Texas
$30K -$29.6K -2,000 -50%
GRP
249
Global Retirement Partners
California
$30K -$2.73K -184 -8%
MLFP
250
MPS Loria Financial Planners
Illinois
$30K

NEA Hedge Fund Activity: Q1 2021 in Review

281 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q1 2021, worth a combined $997M — up 12% from $893M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new NEA positions and 32 closed out — a net gain of 7 holders — while 101 added to existing stakes and 62 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $46.7M. The largest seller was Wells Fargo, cutting an estimated $7.51M.

  • 281 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $997M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q1 2021, up 12% quarter-over-quarter.
  • 39 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q1 2021 and 32 closed out, a net change of +7 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q1 2021 was Rivernorth Capital Management, an estimated $46.7M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q1 2021 was Wells Fargo, an estimated $7.51M sold.

Based on aggregated 13F filings for Q1 2021.