We are live on ! Find out more
NEA icon

Nuveen AMT-Free Quality Municipal Income Fund

305 hedge funds and large institutions have $783M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 85 increasing their positions, 82 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 38

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

2% more funds holding

Funds holding: 300305 (+5)

4% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 82

0.69% more ownership

Funds ownership: 21.62%22.3% (+0.69%)

8% less capital invested

Capital invested by funds: $849M → $783M (-$65.8M)

Holders
305
Holders Change
+5
Holders Change %
+1.67%
% of All Funds
5.14%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
47
Increased
85
Reduced
82
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
276
Wolverine Asset Management
Illinois
$15K +$16.1K +1,319 New
TSWM
277
Tyler-Stone Wealth Management
Ohio
$12K
PA
278
Parallel Advisors
California
$12K +$12.8K +1,047 New
MCM
279
McMillion Capital Management
North Carolina
$11K +$11K +902 New
LPWM
280
Lake Point Wealth Management
Texas
$11K +$11.7K +959 New
VWM
281
Valley Wealth Managers
New Jersey
$10K +$10K +822 New
OCM
282
Orion Capital Management
California
$9K +$9.27K +761 New
Northern Trust
283
Northern Trust
Illinois
$9K +$286K +23,443 +41%
HCP
284
Hexagon Capital Partners
Arkansas
$8K
LPP
285
Life Planning Partners
Florida
$8K
PSB
286
Piscataqua Savings Bank
New Hampshire
$8K
FMII
287
Farmers & Merchants Investments Inc
Nebraska
$7K
MRCM
288
M&R Capital Management
New Jersey
$7K
MFT
289
Moisand Fitzgerald Tamayo
Florida
$7K +$7.1K +583 New
BWL
290
Bogart Wealth LLC
Virginia
$6K -$8.89K -730 -58%
AIP
291
Ahrens Investment Partners
Louisiana
$6K
HDIM
292
Hanson & Doremus Investment Management
Vermont
$6K
LFG
293
Larson Financial Group
Missouri
$6K
SIC
294
Salem Investment Counselors
North Carolina
$6K
CI
295
CX Institutional
Indiana
$6K +$5.91K +485 New
JP Morgan Chase
296
JP Morgan Chase
New York
$5K -$20.9K -1,718 -80%
GIA
297
GHP Investment Advisors
Colorado
$5K
CBT
298
CoreFirst Bank & Trust
Kansas
$4K
RCM
299
Robinson Capital Management
Michigan
$3K -$366K -30,011 -99%
BWM
300
Baystate Wealth Management
Massachusetts
$3K +$2.78K +228 New

NEA Hedge Fund Activity: Q2 2022 in Review

305 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q2 2022, worth a combined $783M — down 7.7% from $849M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new NEA positions and 38 closed out — a net gain of 9 holders — while 85 added to existing stakes and 82 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $57.1M. The largest seller was Rivernorth Capital Management, cutting an estimated $11.6M.

  • 305 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q2 2022, up from 300 in Q1 2022.
  • Funds reported $783M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q2 2022, down 7.7% quarter-over-quarter.
  • 47 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q2 2022 and 38 closed out, a net change of +9 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q2 2022 was Morgan Stanley, an estimated $57.1M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q2 2022 was Rivernorth Capital Management, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2022.