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Nuveen AMT-Free Quality Municipal Income Fund

290 hedge funds and large institutions have $1.03B invested in Nuveen AMT-Free Quality Municipal Income Fund in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 99 increasing their positions, 55 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 55

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3% more funds holding

Funds holding: 281290 (+9)

3% more capital invested

Capital invested by funds: $997M → $1.03B (+$31.9M)

0.58% less ownership

Funds ownership: 22.47%21.89% (-0.58%)

Holders
290
Holders Change
+9
Holders Change %
+3.2%
% of All Funds
5.05%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
32
Increased
99
Reduced
55
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
276
M&R Capital Management
New Jersey
$10K
PSB
277
Piscataqua Savings Bank
New Hampshire
$10K
MFT
278
Moisand Fitzgerald Tamayo
Florida
$9K
AA
279
Addison Advisors
Vermont
$9K +$9.07K +596 New
TAM
280
Tucker Asset Management
Colorado
$8.21K
AA
281
Ancora Advisors
Ohio
$8K
SIC
282
Salem Investment Counselors
North Carolina
$8K
PWP
283
Personal Wealth Partners
Minnesota
$8K +$7.38K +485 New
PSIWM
284
Paradigm Strategies in Wealth Management
Minnesota
$6K
AWA
285
Arkadios Wealth Advisors
Georgia
$6K +$6.71K +441 New
BAM
286
Barrett Asset Management
New York
$5K
CBT
287
CoreFirst Bank & Trust
Kansas
$5K
RFA
288
Reilly Financial Advisors
California
$5K
PAM
289
Panagora Asset Management
Massachusetts
$3K -$3.5K -230 -55%
AF
290
Allworth Financial
California
$3K +$2.85K +187 New
TWA
291
TCI Wealth Advisors
Arizona
$3K +$3.07K +202 New
KTC
292
Kistler-Tiffany Companies
Pennsylvania
$1K
MA
293
MBA Advisors
Pennsylvania
$438
SW
294
SlateStone Wealth
Florida
-$7.13M -481,202 Closed
NL
295
NWAM LLC
Washington
-$383K -25,855 Closed
EM
296
Excalibur Management
Massachusetts
-$375K -25,322 Closed
AWM
297
Aberdeen Wealth Management
Illinois
-$349K -23,554 Closed
WFA
298
Wellspring Financial Advisors
Ohio
-$214K -15,779 Closed
EP
299
Eudaimonia Partners
Tennessee
-$207K -13,988 Closed
SWA
300
Sightline Wealth Advisors
Connecticut
-$169K -11,418 Closed

NEA Hedge Fund Activity: Q2 2021 in Review

290 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q2 2021, worth a combined $1.03B — up 3.2% from $997M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new NEA positions and 21 closed out — a net gain of 11 holders — while 99 added to existing stakes and 55 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $8.62M. The largest seller was Rivernorth Capital Management, cutting an estimated $27.4M.

  • 290 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q2 2021, up from 281 in Q1 2021.
  • Funds reported $1.03B of Nuveen AMT-Free Quality Municipal Income Fund stock for Q2 2021, up 3.2% quarter-over-quarter.
  • 32 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q2 2021 and 21 closed out, a net change of +11 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q2 2021 was Bramshill Investments, an estimated $8.62M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q2 2021 was Rivernorth Capital Management, an estimated $27.4M sold.

Based on aggregated 13F filings for Q2 2021.