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Nuveen AMT-Free Quality Municipal Income Fund
NEA

296 hedge funds and large institutions have $839M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 80 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 38

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

21% more capital invested

Capital invested by funds: $692M → $839M (+$147M)

2.85% more ownership

Funds ownership: 21.86% → 24.71% (+2.8%)

2% more funds holding

Funds holding: 290 → 296 (+6)

7% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 86

Holders
296
Holders Change
+6
Holders Change %
+2.07%
% of All Funds
4.76%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
50
Increased
80
Reduced
86
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$65.4M
2
RCM
Rivernorth Capital Management
Florida
+$34.7M
3
HighTower Advisors
HighTower Advisors
Illinois
+$5.12M
4
LSC
Logan Stone Capital
Illinois
+$2.51M
5
BI
Bramshill Investments
Florida
+$2.37M

Top Sellers

1
V
Veritable
Delaware
-$11.6M
2
Morgan Stanley
Morgan Stanley
New York
-$5.98M
3
UBS Group
UBS Group
Switzerland
-$5.79M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$4.17M
5
OA
Oxbow Advisors
Texas
-$4.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
OLVIG
251
Oliver Lagore Vanvalin Investment Group
Michigan
$40.2K +$38.6K +3,538 New
CSPIA
252
Cary Street Partners Investment Advisory
Virginia
$39.6K +$38K +3,481 New
FCT
253
First Community Trust
Iowa
$38K – – –
FA
254
Fiduciary Alliance
South Carolina
$37.2K +$35.7K +3,275 New
ADL
255
Asset Dedication LLC
California
$36K – – –
PFA
256
Pathway Financial Advisers
Indiana
$34.5K +$33.1K +3,032 New
AF
257
Advisornet Financial
Minnesota
$34.1K – – –
RAM
258
Riggs Asset Management
Pennsylvania
$33K – – –
IGWM
259
ICA Group Wealth Management
Colorado
$30.3K +$28.8K +2,636 New
HIA
260
Harbor Investment Advisory
Maryland
$28.5K – – –
WT
261
Washington Trust
Rhode Island
$28.4K – – –
CT
262
Cambridge Trust
Massachusetts
$27K – – –
MA
263
Montag & Associates
Georgia
$24.1K – – –
RBC
264
Roble Belko & Company
Pennsylvania
$24K – – –
GRP
265
Global Retirement Partners
California
$23.1K – – –
FP
266
Financial Perspectives
Minnesota
$22.9K – – –
WPA
267
West Paces Advisors
Georgia
$21.8K – – –
TCOV
268
Trust Company of Vermont
Vermont
$19.1K -$8.98K -823 -33%
MWM
269
Mascoma Wealth Management
New Hampshire
$18.5K – – –
RBC
270
Romano Brothers & Co
Illinois
$18.5K +$17.7K +1,625 New
BAM
271
Bellevue Asset Management
Washington
$18K – – –
BC
272
Bartlett & Co
Ohio
$17K – – –
BCWM
273
Bartlett & Co Wealth Management
Ohio
$16.6K – – –
CAL
274
Capital Analysts LLC
Pennsylvania
$15K +$240 +22 +2%
GWM
275
Geneos Wealth Management
Colorado
$12.1K – – –
9 10
11
12 13

NEA Hedge Fund Activity: Q4 2022 in Review

296 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q4 2022, worth a combined $839M — up 21% from $692M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new NEA positions and 38 closed out — a net gain of 12 holders — while 80 added to existing stakes and 86 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $65.4M. The largest seller was Veritable, exiting entirely with an estimated $11.6M sold.

  • 296 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q4 2022, up from 290 in Q3 2022.
  • Funds reported $839M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q4 2022, up 21% quarter-over-quarter.
  • 50 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q4 2022 and 38 closed out, a net change of +12 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q4 2022 was Karpus Investment Management, an estimated $65.4M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q4 2022 was Veritable, an estimated $11.6M sold.

Based on aggregated 13F filings for Q4 2022.