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Nuveen AMT-Free Quality Municipal Income Fund

310 hedge funds and large institutions have $1.01B invested in Nuveen AMT-Free Quality Municipal Income Fund in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 105 increasing their positions, 56 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 27

88% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 56

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

8% more funds holding

Funds holding: 288310 (+22)

5% more capital invested

Capital invested by funds: $957M → $1.01B (+$48.3M)

0.5% more ownership

Funds ownership: 21.09%21.59% (+0.5%)

Holders
310
Holders Change
+22
Holders Change %
+7.64%
% of All Funds
4.77%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
52
Increased
105
Reduced
56
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFSC
251
Peoples Financial Services Corp
Pennsylvania
$53K
S
252
Surevest
California
$52K +$50.7K +3,335 New
Bessemer Group
253
Bessemer Group
New Jersey
$50K +$48.5K +3,190 New
QCG
254
Quadrant Capital Group
Ohio
$49K
DAM
255
Delta Asset Management
Tennessee
$49K +$15.2K +1,000 +46%
S
256
SignatureFD
Georgia
$46K
WT
257
Washington Trust
Rhode Island
$46K
EIP
258
Ellis Investment Partners
Pennsylvania
$46K +$685 +45 +2%
First Manhattan
259
First Manhattan
New York
$46K +$45.6K +3,000 New
RAM
260
Riggs Asset Management
Pennsylvania
$45K
TFS
261
TrustCore Financial Services
Tennessee
$43K -$689K -45,275 -94%
FMP
262
Financial Management Professionals
Texas
$40K
HIA
263
Harbor Investment Advisory
Maryland
$39K
SCM
264
Segantii Capital Management
Hong Kong
$38K +$36.9K +2,425 New
BFC
265
Bedel Financial Consulting
Indiana
$37K
PFGIA
266
Patriot Financial Group Insurance Agency
Massachusetts
$37K
GWSG
267
GPS Wealth Strategies Group
Colorado
$33K
MA
268
Montag & Associates
Georgia
$33K
GRP
269
Global Retirement Partners
California
$32K
RBC
270
Roble Belko & Company
Pennsylvania
$32K
FP
271
Financial Perspectives
Minnesota
$31.5K
BAM
272
Bellevue Asset Management
Washington
$31K
FCMT
273
Founders Capital Management (Texas)
Texas
$31K
CCM
274
Chilton Capital Management
Texas
$29K +$28.1K +1,850 New
FF
275
FourThought Financial
Florida
$28K -$24K -1,576 -46%

NEA Hedge Fund Activity: Q4 2021 in Review

310 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q4 2021, worth a combined $1.01B — up 5% from $957M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new NEA positions and 27 closed out — a net gain of 25 holders — while 105 added to existing stakes and 56 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $8.82M. The largest seller was Citadel Advisors, exiting entirely with an estimated $16.5M sold.

  • 310 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q4 2021, up from 288 in Q3 2021.
  • Funds reported $1.01B of Nuveen AMT-Free Quality Municipal Income Fund stock for Q4 2021, up 5% quarter-over-quarter.
  • 52 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q4 2021 and 27 closed out, a net change of +25 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q4 2021 was Rivernorth Capital Management, an estimated $8.82M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q4 2021 was Citadel Advisors, an estimated $16.5M sold.

Based on aggregated 13F filings for Q4 2021.