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Nuveen AMT-Free Quality Municipal Income Fund

281 hedge funds and large institutions have $997M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 101 increasing their positions, 62 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 62

22% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 32

12% more capital invested

Capital invested by funds: $893M → $997M (+$104M)

1.06% more ownership

Funds ownership: 21.41%22.47% (+1.1%)

0% more funds holding

Funds holding: 281281 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
281
Holders Change
Holders Change %
0%
% of All Funds
4.93%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
39
Increased
101
Reduced
62
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
251
Bellevue Asset Management
Washington
$29K
VFA
252
Valeo Financial Advisors
Indiana
$28K
TCWM
253
Total Clarity Wealth Management
Illinois
$27K +$26.8K +1,806 New
OIA
254
Optimum Investment Advisors
Illinois
$26K
CB
255
Community Bank
New York
$26K +$22.4K +1,513 +638%
EIP
256
Ellis Investment Partners
Pennsylvania
$25K +$193 +13 +0.8%
APWM
257
Atlas Private Wealth Management
New York
$23K
CA
258
Crewe Advisors
Utah
$22K
BC
259
Bartlett & Co
Ohio
$22K +$1.56K +105 +8%
BCWM
260
Bartlett & Co Wealth Management
Ohio
$21.7K +$1.56K +105 +8%
BWL
261
Bogart Wealth LLC
Virginia
$21K
Carson Wealth (CWM LLC)
262
Carson Wealth (CWM LLC)
Nebraska
$20K
PWA
263
Phoenix Wealth Advisors
North Carolina
$16K
Bank of Montreal
264
Bank of Montreal
Ontario, Canada
$16K +$16.1K +1,085 New
CTC
265
Central Trust Company
Missouri
$15K
TCM
266
Tradewinds Capital Management
Washington
$15K
WWMSC
267
Wagner Wealth Management (South Carolina)
South Carolina
$15K +$14.8K +1,000 New
CC
268
Cypress Capital
Tennessee
$13K +$12.5K +845 +1,965%
CFGS
269
Concourse Financial Group Securities
Alabama
$11K
MRCM
270
M&R Capital Management
New Jersey
$10K
PSB
271
Piscataqua Savings Bank
New Hampshire
$10K +$9.55K +645 New
Northern Trust
272
Northern Trust
Illinois
$10K +$44.4K +2,997 +4%
MFT
273
Moisand Fitzgerald Tamayo
Florida
$9K
SIC
274
Salem Investment Counselors
North Carolina
$8K -$51.6K -3,486 -87%
TAM
275
Tucker Asset Management
Colorado
$7.75K -$12.8K -864 -62%

NEA Hedge Fund Activity: Q1 2021 in Review

281 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q1 2021, worth a combined $997M — up 12% from $893M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new NEA positions and 32 closed out — a net gain of 7 holders — while 101 added to existing stakes and 62 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $46.7M. The largest seller was Wells Fargo, cutting an estimated $7.51M.

  • 281 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $997M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q1 2021, up 12% quarter-over-quarter.
  • 39 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q1 2021 and 32 closed out, a net change of +7 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q1 2021 was Rivernorth Capital Management, an estimated $46.7M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q1 2021 was Wells Fargo, an estimated $7.51M sold.

Based on aggregated 13F filings for Q1 2021.