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Nuveen AMT-Free Quality Municipal Income Fund

305 hedge funds and large institutions have $783M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 85 increasing their positions, 82 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 38

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

2% more funds holding

Funds holding: 300305 (+5)

4% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 82

0.69% more ownership

Funds ownership: 21.62%22.3% (+0.69%)

8% less capital invested

Capital invested by funds: $849M → $783M (-$65.8M)

Holders
305
Holders Change
+5
Holders Change %
+1.67%
% of All Funds
5.14%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
47
Increased
85
Reduced
82
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BSW
226
Buckingham Strategic Wealth
Missouri
$119K +$123K +10,099 New
SRC
227
Shufro Rose & Co
New York
$118K
CFB
228
Cullen/Frost Bankers
Texas
$116K
CSPIA
229
Cary Street Partners Investment Advisory
Virginia
$107K +$111K +9,119 New
CF
230
Centaurus Financial
California
$104K
GWSG
231
GPS Wealth Strategies Group
Colorado
$100K +$77.8K +6,386 +298%
WTC
232
WhitTier Trust Company
Nevada
$98K
CA
233
CoreCap Advisors
Michigan
$97K +$101K +8,296 New
WB
234
Webster Bank
Connecticut
$81K
CWM
235
Cranbrook Wealth Management
Michigan
$76K
CWC
236
Carolinas Wealth Consulting
North Carolina
$75K +$694 +57 +0.9%
FIA
237
FNY Investment Advisers
New York
$64K
MAM
238
Marquette Asset Management
Minnesota
$60K +$62.3K +5,113 New
AF
239
Advisornet Financial
Minnesota
$56K +$7.19K +590 +14%
AW
240
ACG Wealth
Georgia
$50K +$52K +4,266 New
SWM
241
Selective Wealth Management
Virginia
$48K +$49.5K +4,065 New
SSC
242
Syverson Strege & Co
Iowa
$47K +$183 +15 +0.4%
FCMT
243
Founders Capital Management (Texas)
Texas
$47K +$24.4K +2,000 +100%
PTC
244
Private Trust Company
Ohio
$47K +$48.3K +3,966 New
BFG
245
Baron Financial Group
New Jersey
$45.7K -$3.65K -300 -7%
LC
246
Lindbrook Capital
California
$44K
COCM
247
Charter Oak Capital Management
New Hampshire
$42K -$41.9K -3,438 -49%
PMFA
248
Plante Moran Financial Advisors
Michigan
$41K +$42.6K +3,500 New
S
249
Surevest
California
$39K
EIP
250
Ellis Investment Partners
Pennsylvania
$37K +$12.6K +1,036 +49%

NEA Hedge Fund Activity: Q2 2022 in Review

305 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q2 2022, worth a combined $783M — down 7.7% from $849M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new NEA positions and 38 closed out — a net gain of 9 holders — while 85 added to existing stakes and 82 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $57.1M. The largest seller was Rivernorth Capital Management, cutting an estimated $11.6M.

  • 305 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q2 2022, up from 300 in Q1 2022.
  • Funds reported $783M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q2 2022, down 7.7% quarter-over-quarter.
  • 47 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q2 2022 and 38 closed out, a net change of +9 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q2 2022 was Morgan Stanley, an estimated $57.1M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q2 2022 was Rivernorth Capital Management, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2022.