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Nuveen AMT-Free Quality Municipal Income Fund

290 hedge funds and large institutions have $1.03B invested in Nuveen AMT-Free Quality Municipal Income Fund in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 99 increasing their positions, 55 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 55

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3% more funds holding

Funds holding: 281290 (+9)

3% more capital invested

Capital invested by funds: $997M → $1.03B (+$31.9M)

0.58% less ownership

Funds ownership: 22.47%21.89% (-0.58%)

Holders
290
Holders Change
+9
Holders Change %
+3.2%
% of All Funds
5.05%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
32
Increased
99
Reduced
55
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
COCM
226
Charter Oak Capital Management
New Hampshire
$110K
CYG
227
Clean Yield Group
Vermont
$105K +$102K +6,710 New
CWM
228
Cranbrook Wealth Management
Michigan
$102K
SSC
229
Syverson Strege & Co
Iowa
$101K +$198 +13 +0.2%
AF
230
Advisornet Financial
Minnesota
$101K +$13.5K +890 +16%
CWC
231
Carolinas Wealth Consulting
North Carolina
$97K +$745 +49 +0.8%
AssetMark Inc
232
AssetMark Inc
California
$89K
BFEC
233
Benjamin F. Edwards & Company
Missouri
$75K -$24.8K -1,627 -25%
EWM
234
Edge Wealth Management
New York
$71K
BFA
235
Brendel Financial Advisors
New Hampshire
$71K +$68.7K +4,514 New
MA
236
Montag & Associates
Georgia
$66K
NFSG
237
Newbridge Financial Services Group
Florida
$58K +$913 +60 +2%
HNB
238
Huntington National Bank
Ohio
$56K
FF
239
FourThought Financial
Florida
$53K
PFSC
240
Peoples Financial Services Corp
Pennsylvania
$53K
S
241
SignatureFD
Georgia
$46K -$4.46K -293 -9%
RAM
242
Riggs Asset Management
Pennsylvania
$46K
WT
243
Washington Trust
Rhode Island
$46K
SFP
244
Sterling Financial Planning
New Jersey
$41K
HFA
245
Hoover Financial Advisors
Pennsylvania
$41K +$40.2K +2,641 New
FMP
246
Financial Management Professionals
Texas
$40K
CAL
247
Capital Analysts LLC
Pennsylvania
$40K +$213 +14 +0.6%
HIA
248
Harbor Investment Advisory
Maryland
$39K
TI
249
tru Independence
Oregon
$39K +$38K +2,499 New
BFC
250
Bedel Financial Consulting
Indiana
$37K

NEA Hedge Fund Activity: Q2 2021 in Review

290 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q2 2021, worth a combined $1.03B — up 3.2% from $997M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new NEA positions and 21 closed out — a net gain of 11 holders — while 99 added to existing stakes and 55 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $8.62M. The largest seller was Rivernorth Capital Management, cutting an estimated $27.4M.

  • 290 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q2 2021, up from 281 in Q1 2021.
  • Funds reported $1.03B of Nuveen AMT-Free Quality Municipal Income Fund stock for Q2 2021, up 3.2% quarter-over-quarter.
  • 32 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q2 2021 and 21 closed out, a net change of +11 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q2 2021 was Bramshill Investments, an estimated $8.62M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q2 2021 was Rivernorth Capital Management, an estimated $27.4M sold.

Based on aggregated 13F filings for Q2 2021.