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Nuveen AMT-Free Quality Municipal Income Fund

290 hedge funds and large institutions have $1.03B invested in Nuveen AMT-Free Quality Municipal Income Fund in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 99 increasing their positions, 55 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 55

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3% more funds holding

Funds holding: 281290 (+9)

3% more capital invested

Capital invested by funds: $997M → $1.03B (+$31.9M)

0.58% less ownership

Funds ownership: 22.47%21.89% (-0.58%)

Holders
290
Holders Change
+9
Holders Change %
+3.2%
% of All Funds
5.05%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
32
Increased
99
Reduced
55
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
251
Patriot Financial Group Insurance Agency
Massachusetts
$37K
EIP
252
Ellis Investment Partners
Pennsylvania
$35K +$9.42K +619 +37%
DAM
253
Delta Asset Management
Tennessee
$34K
GWSG
254
GPS Wealth Strategies Group
Colorado
$34K
RBC
255
Roble Belko & Company
Pennsylvania
$33K
GRP
256
Global Retirement Partners
California
$32K
FP
257
Financial Perspectives
Minnesota
$31.7K -$424K -27,889 -93%
BAM
258
Bellevue Asset Management
Washington
$31K
FCMT
259
Founders Capital Management (Texas)
Texas
$31K
OIA
260
Optimum Investment Advisors
Illinois
$28K
CB
261
Community Bank
New York
$27K
BC
262
Bartlett & Co
Ohio
$23K
BCWM
263
Bartlett & Co Wealth Management
Ohio
$22.9K
BWL
264
Bogart Wealth LLC
Virginia
$22K
WPA
265
West Paces Advisors
Georgia
$21.9K +$21.2K +1,394 New
Carson Wealth (CWM LLC)
266
Carson Wealth (CWM LLC)
Nebraska
$20K
PWA
267
Phoenix Wealth Advisors
North Carolina
$17K
PCA
268
Providence Capital Advisors
North Carolina
$17K +$16.2K +1,065 New
CTC
269
Central Trust Company
Missouri
$16K
TCM
270
Tradewinds Capital Management
Washington
$16K
WWMSC
271
Wagner Wealth Management (South Carolina)
South Carolina
$16K
TFO
272
Tarbox Family Office
California
$16K +$15.2K +1,000 New
CC
273
Cypress Capital
Tennessee
$14K
CFGS
274
Concourse Financial Group Securities
Alabama
$12K
Northern Trust
275
Northern Trust
Illinois
$11K

NEA Hedge Fund Activity: Q2 2021 in Review

290 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q2 2021, worth a combined $1.03B — up 3.2% from $997M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new NEA positions and 21 closed out — a net gain of 11 holders — while 99 added to existing stakes and 55 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $8.62M. The largest seller was Rivernorth Capital Management, cutting an estimated $27.4M.

  • 290 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q2 2021, up from 281 in Q1 2021.
  • Funds reported $1.03B of Nuveen AMT-Free Quality Municipal Income Fund stock for Q2 2021, up 3.2% quarter-over-quarter.
  • 32 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q2 2021 and 21 closed out, a net change of +11 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q2 2021 was Bramshill Investments, an estimated $8.62M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q2 2021 was Rivernorth Capital Management, an estimated $27.4M sold.

Based on aggregated 13F filings for Q2 2021.