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Nuveen AMT-Free Quality Municipal Income Fund

303 hedge funds and large institutions have $1.17B invested in Nuveen AMT-Free Quality Municipal Income Fund in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $1.14B → $1.17B (+$31.9M)

2% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 94

0.24% less ownership

Funds ownership: 34.36%34.12% (-0.24%)

5% less funds holding

Funds holding: 318303 (-15)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

27% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 37

Holders
303
Holders Change
-15
Holders Change %
-4.72%
% of All Funds
4.38%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
27
Increased
96
Reduced
94
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
251
Jones Financial Companies
Missouri
$85.2K -$10.4K -951 -11%
AF
252
Allworth Financial
California
$83.6K +$3.38K +309 +4%
WB
253
Webster Bank
Connecticut
$79K
GJWM
254
Gilliland Jeter Wealth Management
Arkansas
$66.7K +$635 +58 +1%
FCMT
255
Founders Capital Management (Texas)
Texas
$63K
CC
256
Cypress Capital
Tennessee
$59.5K +$56.8K +5,190 New
SIC
257
SJS Investment Consulting
Ohio
$52K
IAIM
258
International Assets Investment Management
Florida
$47.8K +$45.7K +4,174 New
JWA
259
JFS Wealth Advisors
Pennsylvania
$47.6K +$624 +57 +1%
ATPW
260
Ashton Thomas Private Wealth
Arizona
$46.1K +$44.1K +4,025 New
Bessemer Group
261
Bessemer Group
New Jersey
$45K -$2.16K -197 -5%
CPG
262
Cornerstone Planning Group
New Jersey
$43K
FCT
263
First Community Trust
Iowa
$37.8K
ADL
264
Asset Dedication LLC
California
$36.7K
AF
265
Advisornet Financial
Minnesota
$36.5K
PB
266
Pinnacle Bancorp
Nebraska
$34.4K
IGWM
267
ICA Group Wealth Management
Colorado
$30.2K
HGA
268
Hobbs Group Advisors
South Carolina
$29.4K +$28.1K +2,566 New
MM
269
Main Management
California
$29K
HIA
270
Harbor Investment Advisory
Maryland
$28.7K
WT
271
Washington Trust
Rhode Island
$28.6K
LIA
272
Luken Investment Analytics
Tennessee
$26.5K +$25.3K +2,314 New
MA
273
Montag & Associates
Georgia
$24.4K
GRP
274
Global Retirement Partners
California
$24.1K +$766 +70 +3%
FMP
275
Financial Management Professionals
Texas
$23K +$306 +28 +1%

NEA Hedge Fund Activity: Q2 2024 in Review

303 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q2 2024, worth a combined $1.17B — up 2.8% from $1.14B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of NEA and 27 opened new positions — a net loss of 10 holders — while 94 trimmed existing stakes and 96 added.

The largest buyer was Mackay Shields LLC, adding an estimated $21.6M. The largest seller was Bramshill Investments, cutting an estimated $36.7M.

  • 303 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q2 2024, down from 318 in Q1 2024.
  • Funds reported $1.17B of Nuveen AMT-Free Quality Municipal Income Fund stock for Q2 2024, up 2.8% quarter-over-quarter.
  • 27 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q2 2024 and 37 closed out, a net change of -10 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q2 2024 was Mackay Shields LLC, an estimated $21.6M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q2 2024 was Bramshill Investments, an estimated $36.7M sold.

Based on aggregated 13F filings for Q2 2024.