We are live on ! Find out more
NEA icon

Nuveen AMT-Free Quality Municipal Income Fund

310 hedge funds and large institutions have $1.01B invested in Nuveen AMT-Free Quality Municipal Income Fund in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 105 increasing their positions, 56 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 27

88% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 56

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

8% more funds holding

Funds holding: 288310 (+22)

5% more capital invested

Capital invested by funds: $957M → $1.01B (+$48.3M)

0.5% more ownership

Funds ownership: 21.09%21.59% (+0.5%)

Holders
310
Holders Change
+22
Holders Change %
+7.64%
% of All Funds
4.77%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
52
Increased
105
Reduced
56
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Holdings
226
Nomura Holdings
Japan
$167K +$163K +10,700 New
KeyBank National Association
227
KeyBank National Association
Ohio
$165K
RFN
228
RDA Financial Network
Iowa
$165K +$1.52K +100 +1%
FFA
229
Founders Financial Alliance
North Carolina
$161K +$157K +10,316 New
KA
230
Kercheville Advisors
Texas
$160K
CFG
231
CMC Financial Group
Georgia
$160K +$1.76K +116 +1%
AGP
232
Autumn Glory Partners
Texas
$159K +$155K +10,176 New
SRC
233
Shufro Rose & Co
New York
$157K +$153K +10,043 New
MCM
234
Maryland Capital Management
Maryland
$156K
CF
235
Centaurus Financial
California
$138K
WTC
236
WhitTier Trust Company
Nevada
$129K
AHIA
237
Andrew Hill Investment Advisors
Florida
$128K +$125K +8,226 New
CA
238
CoreCap Advisors
Michigan
$122K +$119K +7,832 New
COCM
239
Charter Oak Capital Management
New Hampshire
$109K
WB
240
Webster Bank
Connecticut
$108K
CYG
241
Clean Yield Group
Vermont
$107K +$1.19K +78 +1%
CWM
242
Cranbrook Wealth Management
Michigan
$101K
SSC
243
Syverson Strege & Co
Iowa
$101K +$259 +17 +0.3%
CWC
244
Carolinas Wealth Consulting
North Carolina
$97K +$1K +66 +1%
DHGWA
245
Dixon Hughes Goodman Wealth Advisors
North Carolina
$91K +$89.2K +5,865 New
BFEC
246
Benjamin F. Edwards & Company
Missouri
$75K
BFG
247
Baron Financial Group
New Jersey
$70.1K -$70K -4,600 -51%
SFM
248
Signet Financial Management
New Jersey
$69K +$67K +4,402 New
MCM
249
MV Capital Management
Maryland
$59K -$52.4K -3,442 -48%
LC
250
Lindbrook Capital
California
$59K +$57.3K +3,767 New

NEA Hedge Fund Activity: Q4 2021 in Review

310 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q4 2021, worth a combined $1.01B — up 5% from $957M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new NEA positions and 27 closed out — a net gain of 25 holders — while 105 added to existing stakes and 56 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $8.82M. The largest seller was Citadel Advisors, exiting entirely with an estimated $16.5M sold.

  • 310 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q4 2021, up from 288 in Q3 2021.
  • Funds reported $1.01B of Nuveen AMT-Free Quality Municipal Income Fund stock for Q4 2021, up 5% quarter-over-quarter.
  • 52 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q4 2021 and 27 closed out, a net change of +25 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q4 2021 was Rivernorth Capital Management, an estimated $8.82M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q4 2021 was Citadel Advisors, an estimated $16.5M sold.

Based on aggregated 13F filings for Q4 2021.