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Nuveen AMT-Free Quality Municipal Income Fund
NEA

296 hedge funds and large institutions have $839M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 80 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 38

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

21% more capital invested

Capital invested by funds: $692M → $839M (+$147M)

2.85% more ownership

Funds ownership: 21.86% → 24.71% (+2.8%)

2% more funds holding

Funds holding: 290 → 296 (+6)

7% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 86

Holders
296
Holders Change
+6
Holders Change %
+2.07%
% of All Funds
4.76%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
50
Increased
80
Reduced
86
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$65.4M
2
RCM
Rivernorth Capital Management
Florida
+$34.7M
3
HighTower Advisors
HighTower Advisors
Illinois
+$5.12M
4
LSC
Logan Stone Capital
Illinois
+$2.51M
5
BI
Bramshill Investments
Florida
+$2.37M

Top Sellers

1
V
Veritable
Delaware
-$11.6M
2
Morgan Stanley
Morgan Stanley
New York
-$5.98M
3
UBS Group
UBS Group
Switzerland
-$5.79M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$4.17M
5
OA
Oxbow Advisors
Texas
-$4.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
CBTWT
226
Community Bank & Trust (Waco, Texas)
Texas
$121K -$19.6K -1,800 -14%
PA
227
PFG Advisors
Arizona
$121K +$116K +10,635 New
ACP
228
Aviance Capital Partners
Florida
$120K – – –
AWM
229
Apollon Wealth Management
South Carolina
$120K -$92.7K -8,500 -45%
KeyBank National Association
230
KeyBank National Association
Ohio
$120K – – –
WAP
231
Wealthcare Advisory Partners
Pennsylvania
$119K – – –
CFG
232
CMC Financial Group
Georgia
$119K – – –
FFA
233
Founders Financial Alliance
North Carolina
$119K +$534 +49 +0.5%
KA
234
Kercheville Advisors
Texas
$117K – – –
PCIA
235
Prime Capital Investment Advisors
Kansas
$116K +$111K +10,212 New
OAM
236
Occidental Asset Management
California
$115K +$110K +10,104 New
RFN
237
RDA Financial Network
Iowa
$115K – – –
LF
238
Lantz Financial
Illinois
$114K – – –
CFB
239
Cullen/Frost Bankers
Texas
$107K – – –
SSG
240
Summit Securities Group
New York
$80K +$76.7K +7,031 New
WB
241
Webster Bank
Connecticut
$78K – – –
CWC
242
Carolinas Wealth Consulting
North Carolina
$73.5K +$851 +78 +1%
DCM
243
Davidson Capital Management
Texas
$63.7K +$61.1K +5,604 New
WTC
244
WhitTier Trust Company
Nevada
$57.7K -$35.1K -3,216 -39%
FCMT
245
Founders Capital Management (Texas)
Texas
$57K – – –
SIC
246
SJS Investment Consulting
Ohio
$51.6K – – –
SSC
247
Syverson Strege & Co
Iowa
$46.1K +$229 +21 +0.5%
PTC
248
Private Trust Company
Ohio
$45K – – –
CPG
249
Cornerstone Planning Group
New Jersey
$42.8K +$40.7K +3,729 New
MS
250
Madden Securities
Texas
$40.4K +$38.8K +3,553 New
8 9
10
11 12

NEA Hedge Fund Activity: Q4 2022 in Review

296 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q4 2022, worth a combined $839M — up 21% from $692M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new NEA positions and 38 closed out — a net gain of 12 holders — while 80 added to existing stakes and 86 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $65.4M. The largest seller was Veritable, exiting entirely with an estimated $11.6M sold.

  • 296 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q4 2022, up from 290 in Q3 2022.
  • Funds reported $839M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q4 2022, up 21% quarter-over-quarter.
  • 50 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q4 2022 and 38 closed out, a net change of +12 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q4 2022 was Karpus Investment Management, an estimated $65.4M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q4 2022 was Veritable, an estimated $11.6M sold.

Based on aggregated 13F filings for Q4 2022.