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Nuveen AMT-Free Quality Municipal Income Fund
NEA

303 hedge funds and large institutions have $1.17B invested in Nuveen AMT-Free Quality Municipal Income Fund in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $1.14B → $1.17B (+$31.9M)

2% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 94

0.24% less ownership

Funds ownership: 34.36% → 34.12% (-0.24%)

5% less funds holding

Funds holding: 318 → 303 (-15)

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

27% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 37

Holders
303
Holders Change
-15
Holders Change %
-4.72%
% of All Funds
4.38%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
27
Increased
96
Reduced
94
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MSL
Mackay Shields LLC
New York
+$21.6M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
+$18.2M
3
BlackRock
BlackRock
New York
+$16.3M
4
SIA
Sit Investment Associates
Minnesota
+$6.22M
5
KIM
Karpus Investment Management
New York
+$5.13M

Top Sellers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
-$36.7M
2
LSC
Logan Stone Capital
Illinois
-$17.5M
3
SCM
Saba Capital Management
New York
-$9.85M
4
AA
AQR Arbitrage
Connecticut
-$5.51M
5
RVPG
Relative Value Partners Group
-$4.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
226
Pinnacle Wealth Planning Services
Ohio
$133K -$263 -24 -0.2%
WS
227
Wedbush Securities
California
$133K -$189K -17,228 -60%
FFA
228
Founders Financial Alliance
North Carolina
$132K -$20.7K -1,893 -14%
AWA
229
Acorn Wealth Advisors
Michigan
$129K -$6.91K -631 -5%
GVAG
230
Great Valley Advisor Group
Delaware
$129K -$32.8K -3,000 -21%
BBPWM
231
Blue Bell Private Wealth Management
Pennsylvania
$128K +$37.2K +3,401 +44%
SBIA
232
Sheaff Brock Investment Advisors
Indiana
$128K – – –
AWM
233
Apollon Wealth Management
South Carolina
$126K – – –
CF
234
Centaurus Financial
California
$126K +$120K +10,981 New
CYG
235
Clean Yield Group
Vermont
$126K – – –
Susquehanna International Group
236
Susquehanna International Group
Pennsylvania
$125K -$101K -9,269 -46%
VF
237
Virtu Financial
New York
$125K +$119K +10,904 New
CIC
238
Cutler Investment Counsel
Oregon
$124K – – –
WMA
239
Wealth Management Associates
New Jersey
$124K – – –
CAI
240
Capital Advisors Inc
Oklahoma
$121K -$148K -13,564 -56%
M&T Bank
241
M&T Bank
New York
$120K -$15.7K -1,433 -12%
BB
242
Busey Bank
Illinois
$120K – – –
CIAS
243
Capital Investment Advisory Services
North Carolina
$119K +$1.63K +149 +1%
KA
244
Kercheville Advisors
Texas
$118K – – –
WCM
245
WealthBridge Capital Management
Ohio
$118K – – –
CCFM
246
Clear Creek Financial Management
Washington
$116K -$10.7K -981 -9%
LCM
247
Leisure Capital Management
California
$115K – – –
HI
248
Harbour Investments
Wisconsin
$115K – – –
FFWM
249
Future Financial Wealth Management
Ohio
$115K – – –
DWT
250
Dorsey & Whitney Trust
South Dakota
$115K +$109K +10,000 New
8 9
10
11 12

NEA Hedge Fund Activity: Q2 2024 in Review

303 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q2 2024, worth a combined $1.17B — up 2.8% from $1.14B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of NEA and 27 opened new positions — a net loss of 10 holders — while 94 trimmed existing stakes and 96 added.

The largest buyer was Mackay Shields LLC, adding an estimated $21.6M. The largest seller was Bramshill Investments, cutting an estimated $36.7M.

  • 303 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q2 2024, down from 318 in Q1 2024.
  • Funds reported $1.17B of Nuveen AMT-Free Quality Municipal Income Fund stock for Q2 2024, up 2.8% quarter-over-quarter.
  • 27 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q2 2024 and 37 closed out, a net change of -10 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q2 2024 was Mackay Shields LLC, an estimated $21.6M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q2 2024 was Bramshill Investments, an estimated $36.7M sold.

Based on aggregated 13F filings for Q2 2024.