We are live on ! Find out more
NEA icon

Nuveen AMT-Free Quality Municipal Income Fund
NEA

324 hedge funds and large institutions have $947M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 94 increasing their positions, 90 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 36

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

5% more funds holding

Funds holding: 308 → 324 (+16)

4% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 90

1.64% less ownership

Funds ownership: 29.68% → 28.03% (-1.6%)

11% less capital invested

Capital invested by funds: $1.06B → $947M (-$116M)

Holders
324
Holders Change
+16
Holders Change %
+5.19%
% of All Funds
4.27%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
58
Increased
94
Reduced
90
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$15.7M
2
BI
Bramshill Investments
Florida
+$10.9M
3
SG
StoneX Group
New York
+$2.7M
4
BlackRock
BlackRock
New York
+$2.33M
5
MGAM
McGowan Group Asset Management
Texas
+$2.18M

Top Sellers

1
KIM
Karpus Investment Management
New York
-$47.5M
2
SIA
Sit Investment Associates
Minnesota
-$15.7M
3
RCM
Rivernorth Capital Management
Florida
-$15.5M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
-$7.34M
5
Morgan Stanley
Morgan Stanley
New York
-$4.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
CF
251
Centaurus Financial
California
$124K – – –
CYG
252
Clean Yield Group
Vermont
$124K – – –
WIA
253
World Investment Advisors
California
$124K +$127K +10,950 New
TIAA Trust, National Association
254
TIAA Trust, National Association
North Carolina
$123K +$5.94K +511 +5%
SF
255
Summit Financial
New Jersey
$122K +$126K +10,838 New
BCM
256
Brookstone Capital Management
Illinois
$122K -$16.1K -1,384 -11%
MWM
257
Maridea Wealth Management
New York
$119K +$123K +10,585 New
AWA
258
Acorn Wealth Advisors
Michigan
$113K -$12.2K -1,051 -9%
CFGSD
259
Compass Financial Group (South Dakota)
South Dakota
$113K +$116K +10,001 New
DWT
260
Dorsey & Whitney Trust
South Dakota
$113K – – –
FFWM
261
Future Financial Wealth Management
Ohio
$113K – – –
IWA
262
Icon Wealth Advisors
Texas
$103K +$930 +80 +0.9%
CNBTD
263
Citizens National Bank Trust Department
Mississippi
$98.1K – – –
BFP
264
Briaud Financial Planning
Texas
$91K – – –
Jones Financial Companies
265
Jones Financial Companies
Missouri
$83.8K – – –
AF
266
Allworth Financial
California
$83.4K – – –
WB
267
Webster Bank
Connecticut
$77.8K – – –
GWM
268
Geneos Wealth Management
Colorado
$72.9K -$535 -46 -0.7%
M
269
MOTCO
Texas
$63.8K – – –
MCM
270
MAI Capital Management
Ohio
$63.6K +$65.6K +5,638 New
WA
271
WPG Advisers
Maryland
$62.7K +$64.7K +5,562 New
WT
272
Washington Trust
Rhode Island
$62.3K +$35.2K +3,023 +121%
BBPWM
273
Blue Bell Private Wealth Management
Pennsylvania
$62.1K -$66.3K -5,700 -51%
FCMT
274
Founders Capital Management (Texas)
Texas
$62K – – –
CT
275
Caldwell Trust
Florida
$55K – – –
9 10
11
12 13

NEA Hedge Fund Activity: Q4 2024 in Review

324 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q4 2024, worth a combined $947M — down 11% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new NEA positions and 36 closed out — a net gain of 22 holders — while 94 added to existing stakes and 90 trimmed.

The largest buyer was Wells Fargo, adding an estimated $15.7M. The largest seller was Karpus Investment Management, cutting an estimated $47.5M.

  • 324 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q4 2024, up from 308 in Q3 2024.
  • Funds reported $947M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q4 2024, down 11% quarter-over-quarter.
  • 58 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q4 2024 and 36 closed out, a net change of +22 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q4 2024 was Wells Fargo, an estimated $15.7M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q4 2024 was Karpus Investment Management, an estimated $47.5M sold.

Based on aggregated 13F filings for Q4 2024.