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Nuveen AMT-Free Quality Municipal Income Fund
NEA

281 hedge funds and large institutions have $997M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 101 increasing their positions, 62 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 62

22% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 32

12% more capital invested

Capital invested by funds: $893M → $997M (+$104M)

1.06% more ownership

Funds ownership: 21.41% → 22.47% (+1.1%)

0% more funds holding

Funds holding: 281 → 281 (0)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
281
Holders Change
–
Holders Change %
0%
% of All Funds
4.93%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
39
Increased
101
Reduced
62
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$46.7M
2
PPA
Parametric Portfolio Associates
Washington
+$34.9M
3
V
Veritable
Delaware
+$5.75M
4
KIM
Karpus Investment Management
New York
+$5.47M
5
MSL
Mackay Shields LLC
New York
+$4.49M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$7.51M
2
HighTower Advisors
HighTower Advisors
Illinois
-$4.65M
3
Morgan Stanley
Morgan Stanley
New York
-$3.51M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$2.5M
5
COLIM
City of London Investment Management
United Kingdom
-$2.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
276
Ancora Advisors
Ohio
$7K – – –
PAM
277
Panagora Asset Management
Massachusetts
$6K +$696 +47 +13%
PSIWM
278
Paradigm Strategies in Wealth Management
Minnesota
$6K +$5.93K +400 New
BAM
279
Barrett Asset Management
New York
$5K – – –
CBT
280
CoreFirst Bank & Trust
Kansas
$5K – – –
RFA
281
Reilly Financial Advisors
California
$4K – – –
KTC
282
Kistler-Tiffany Companies
Pennsylvania
$1K – – –
MA
283
MBA Advisors
Pennsylvania
$413 +$413K +27,900 New
1832 Asset Management
284
1832 Asset Management
Ontario, Canada
– -$2.5M -166,200 Closed
BFA
285
Bragg Financial Advisors
North Carolina
– -$566K -37,466 Closed
KM
286
Kalos Management
Georgia
– -$528K -35,021 Closed
LCM
287
Landscape Capital Management
New Jersey
– -$384K -25,455 Closed
FMWA
288
Forvis Mazars Wealth Advisors
Missouri
– -$308K -20,410 Closed
DAS
289
Dynamic Advisor Solutions
Arizona
– -$291K -19,278 Closed
ACI
290
Alpha Cubed Investments
California
– -$228K -15,099 Closed
Millennium Management
291
Millennium Management
New York
– -$219K -14,496 Closed
Cerity Partners
292
Cerity Partners
New York
– -$212K -14,049 Closed
AWM
293
Apollon Wealth Management
South Carolina
– -$210K -13,923 Closed
TF
294
TIAA FSB
Florida
– -$206K -13,659 Closed
CGFA
295
Colton Groome Financial Advisors
North Carolina
– -$201K -13,334 Closed
BAS
296
Brown Advisory Securities
Maryland
– -$187K -12,359 Closed
NA
297
NewEdge Advisors
Louisiana
– -$179K -11,830 Closed
Citadel Advisors
298
Citadel Advisors
Florida
– -$178K -11,810 Closed
SWM
299
SeaCrest Wealth Management
New York
– -$175K -11,589 Closed
HSA
300
HBK Sorce Advisory
Pennsylvania
– -$163K -10,764 Closed
9 10 11
12
13

NEA Hedge Fund Activity: Q1 2021 in Review

281 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q1 2021, worth a combined $997M — up 12% from $893M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new NEA positions and 32 closed out — a net gain of 7 holders — while 101 added to existing stakes and 62 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $46.7M. The largest seller was Wells Fargo, cutting an estimated $7.51M.

  • 281 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $997M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q1 2021, up 12% quarter-over-quarter.
  • 39 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q1 2021 and 32 closed out, a net change of +7 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q1 2021 was Rivernorth Capital Management, an estimated $46.7M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q1 2021 was Wells Fargo, an estimated $7.51M sold.

Based on aggregated 13F filings for Q1 2021.