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Nuveen AMT-Free Quality Municipal Income Fund
NEA

310 hedge funds and large institutions have $1.01B invested in Nuveen AMT-Free Quality Municipal Income Fund in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 105 increasing their positions, 56 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 27

88% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 56

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

8% more funds holding

Funds holding: 288 → 310 (+22)

5% more capital invested

Capital invested by funds: $957M → $1.01B (+$48.3M)

0.5% more ownership

Funds ownership: 21.09% → 21.59% (+0.5%)

Holders
310
Holders Change
+22
Holders Change %
+7.64%
% of All Funds
4.77%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
52
Increased
105
Reduced
56
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$8.82M
2
SIA
Sit Investment Associates
Minnesota
+$7.01M
3
Morgan Stanley
Morgan Stanley
New York
+$4.26M
4
HWAM
Hennion & Walsh Asset Management
New Jersey
+$3.69M
5
BI
Bramshill Investments
Florida
+$3.42M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$16.5M
2
JP Morgan Chase
JP Morgan Chase
New York
-$8.22M
3
UBS Group
UBS Group
Switzerland
-$3.46M
4
PPA
Parametric Portfolio Associates
Washington
-$1.95M
5
HighTower Advisors
HighTower Advisors
Illinois
-$1.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCWM
276
Total Clarity Wealth Management
Illinois
$28K – – –
CWS
277
Confluence Wealth Services
Pennsylvania
$28K +$27.8K +1,829 New
CFA
278
Carroll Financial Associates
North Carolina
$27K +$26.9K +1,765 New
HNB
279
Huntington National Bank
Ohio
$26K – – –
Carson Wealth (CWM LLC)
280
Carson Wealth (CWM LLC)
Nebraska
$26K +$25.5K +1,678 New
BWL
281
Bogart Wealth LLC
Virginia
$22K – – –
WPA
282
West Paces Advisors
Georgia
$21.7K – – –
CBT
283
CoreFirst Bank & Trust
Kansas
$21K +$15.3K +1,006 +302%
WFS
284
Widmann Financial Services
Maryland
$21K +$21.3K +1,399 New
CAL
285
Capital Analysts LLC
Pennsylvania
$19K +$289 +19 +2%
AF
286
Allworth Financial
California
$18K – – –
CTC
287
Central Trust Company
Missouri
$16K – – –
TCM
288
Tradewinds Capital Management
Washington
$16K – – –
TSWM
289
Tyler-Stone Wealth Management
Ohio
$16K +$15.2K +1,000 New
CA
290
Centerpoint Advisors
Massachusetts
$16K +$15.7K +1,034 New
Northern Trust
291
Northern Trust
Illinois
$13K +$466K +30,604 +55%
CFGS
292
Concourse Financial Group Securities
Alabama
$12K – – –
LPP
293
Life Planning Partners
Florida
$11K +$10.3K +675 New
FMII
294
Farmers & Merchants Investments Inc
Nebraska
$10K – – –
HCP
295
Hexagon Capital Partners
Arkansas
$10K – – –
MRCM
296
M&R Capital Management
New Jersey
$10K – – –
PSB
297
Piscataqua Savings Bank
New Hampshire
$10K – – –
AA
298
Addison Advisors
Vermont
$9K – – –
MFT
299
Moisand Fitzgerald Tamayo
Florida
$9K – – –
TAM
300
Tucker Asset Management
Colorado
$8.13K – – –
10 11
12
13 14

NEA Hedge Fund Activity: Q4 2021 in Review

310 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q4 2021, worth a combined $1.01B — up 5% from $957M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new NEA positions and 27 closed out — a net gain of 25 holders — while 105 added to existing stakes and 56 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $8.82M. The largest seller was Citadel Advisors, exiting entirely with an estimated $16.5M sold.

  • 310 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q4 2021, up from 288 in Q3 2021.
  • Funds reported $1.01B of Nuveen AMT-Free Quality Municipal Income Fund stock for Q4 2021, up 5% quarter-over-quarter.
  • 52 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q4 2021 and 27 closed out, a net change of +25 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q4 2021 was Rivernorth Capital Management, an estimated $8.82M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q4 2021 was Citadel Advisors, an estimated $16.5M sold.

Based on aggregated 13F filings for Q4 2021.