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Nuveen AMT-Free Quality Municipal Income Fund

305 hedge funds and large institutions have $783M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 85 increasing their positions, 82 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 38

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

2% more funds holding

Funds holding: 300305 (+5)

4% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 82

0.69% more ownership

Funds ownership: 21.62%22.3% (+0.69%)

8% less capital invested

Capital invested by funds: $849M → $783M (-$65.8M)

Holders
305
Holders Change
+5
Holders Change %
+1.67%
% of All Funds
5.14%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
47
Increased
85
Reduced
82
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
251
Allworth Financial
California
$36K +$23.4K +1,917 +171%
S
252
SignatureFD
Georgia
$35K
Carson Wealth (CWM LLC)
253
Carson Wealth (CWM LLC)
Nebraska
$35K +$17.7K +1,453 +93%
RAM
254
Riggs Asset Management
Pennsylvania
$34K
WT
255
Washington Trust
Rhode Island
$34K
TFS
256
TrustCore Financial Services
Tennessee
$32K -$552K -45,275 -94%
FF
257
FourThought Financial
Florida
$32K +$10.6K +871 +48%
FMP
258
Financial Management Professionals
Texas
$30K
RTC
259
Riverview Trust Company
Washington
$30K +$31.5K +2,589 New
HIA
260
Harbor Investment Advisory
Maryland
$29K
PFGIA
261
Patriot Financial Group Insurance Agency
Massachusetts
$28K
CT
262
Cambridge Trust
Massachusetts
$28K +$29K +2,378 New
MA
263
Montag & Associates
Georgia
$25K
GRP
264
Global Retirement Partners
California
$24K
RBC
265
Roble Belko & Company
Pennsylvania
$24K
UB
266
UMB Bank
Missouri
$24K
FP
267
Financial Perspectives
Minnesota
$23.7K
WPA
268
West Paces Advisors
Georgia
$22.6K
CCM
269
Chilton Capital Management
Texas
$22K +$22.5K +1,850 New
TCWM
270
Total Clarity Wealth Management
Illinois
$21K +$22K +1,806 New
BAM
271
Bellevue Asset Management
Washington
$19K -$4.81K -395 -20%
MWM
272
Mascoma Wealth Management
New Hampshire
$19K +$19.9K +1,630 New
BCWM
273
Bartlett & Co Wealth Management
Ohio
$17.2K
BC
274
Bartlett & Co
Ohio
$17K
CAL
275
Capital Analysts LLC
Pennsylvania
$15K +$195 +16 +1%

NEA Hedge Fund Activity: Q2 2022 in Review

305 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q2 2022, worth a combined $783M — down 7.7% from $849M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new NEA positions and 38 closed out — a net gain of 9 holders — while 85 added to existing stakes and 82 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $57.1M. The largest seller was Rivernorth Capital Management, cutting an estimated $11.6M.

  • 305 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q2 2022, up from 300 in Q1 2022.
  • Funds reported $783M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q2 2022, down 7.7% quarter-over-quarter.
  • 47 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q2 2022 and 38 closed out, a net change of +9 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q2 2022 was Morgan Stanley, an estimated $57.1M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q2 2022 was Rivernorth Capital Management, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2022.