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Nuveen AMT-Free Quality Municipal Income Fund
NEA

303 hedge funds and large institutions have $1.17B invested in Nuveen AMT-Free Quality Municipal Income Fund in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $1.14B → $1.17B (+$31.9M)

2% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 94

0.24% less ownership

Funds ownership: 34.36% → 34.12% (-0.24%)

5% less funds holding

Funds holding: 318 → 303 (-15)

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

27% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 37

Holders
303
Holders Change
-15
Holders Change %
-4.72%
% of All Funds
4.38%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
27
Increased
96
Reduced
94
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MSL
Mackay Shields LLC
New York
+$21.6M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
+$18.2M
3
BlackRock
BlackRock
New York
+$16.3M
4
SIA
Sit Investment Associates
Minnesota
+$6.22M
5
KIM
Karpus Investment Management
New York
+$5.13M

Top Sellers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
-$36.7M
2
LSC
Logan Stone Capital
Illinois
-$17.5M
3
SCM
Saba Capital Management
New York
-$9.85M
4
AA
AQR Arbitrage
Connecticut
-$5.51M
5
RVPG
Relative Value Partners Group
-$4.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
UB
276
UMB Bank
Missouri
$22.7K -$12.2K -1,112 -36%
SL
277
Salomon & Ludwin
Virginia
$21.9K – – –
NS
278
NBC Securities
Alabama
$19K +$2.48K +227 +15%
MWM
279
Mascoma Wealth Management
New Hampshire
$18.7K – – –
SSB
280
Sandy Spring Bank
Maryland
$17.8K – – –
OP
281
ORG Partners
Indiana
$17.3K – – –
CFB
282
Cullen/Frost Bankers
Texas
$16.5K – – –
CAL
283
Capital Analysts LLC
Pennsylvania
$16K +$208 +19 +1%
FMTCOCP
284
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$15K – – –
GWM
285
Geneos Wealth Management
Colorado
$12.2K – – –
TSWM
286
Tyler-Stone Wealth Management
Ohio
$11.5K – – –
MG
287
Mather Group
Illinois
$11.1K +$10.9K +1,000 New
HNB
288
Hilltop National Bank
Wyoming
$10.9K – – –
MRCM
289
M&R Capital Management
New Jersey
$7.76K – – –
HCP
290
Hexagon Capital Partners
Arkansas
$7.63K – – –
PSB
291
Piscataqua Savings Bank
New Hampshire
$7.39K – – –
MFT
292
Moisand Fitzgerald Tamayo
Florida
$6.68K – – –
CAM
293
Creekmur Asset Management
Illinois
$6.22K +$153 +14 +3%
HDIM
294
Hanson & Doremus Investment Management
Vermont
$6K – – –
HGERS
295
Householder Group Estate & Retirement Specialist
Arizona
$6K – – –
LFG
296
Larson Financial Group
Missouri
$5.95K – – –
BC
297
Barrett & Company
Rhode Island
$3.87K – – –
DPW
298
DiNuzzo Private Wealth
Pennsylvania
$3.83K – – –
PA
299
Parallel Advisors
California
$2.99K – – –
BWL
300
Bogart Wealth LLC
Virginia
$2.75K – – –
10 11
12
13 14

NEA Hedge Fund Activity: Q2 2024 in Review

303 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q2 2024, worth a combined $1.17B — up 2.8% from $1.14B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of NEA and 27 opened new positions — a net loss of 10 holders — while 94 trimmed existing stakes and 96 added.

The largest buyer was Mackay Shields LLC, adding an estimated $21.6M. The largest seller was Bramshill Investments, cutting an estimated $36.7M.

  • 303 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q2 2024, down from 318 in Q1 2024.
  • Funds reported $1.17B of Nuveen AMT-Free Quality Municipal Income Fund stock for Q2 2024, up 2.8% quarter-over-quarter.
  • 27 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q2 2024 and 37 closed out, a net change of -10 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q2 2024 was Mackay Shields LLC, an estimated $21.6M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q2 2024 was Bramshill Investments, an estimated $36.7M sold.

Based on aggregated 13F filings for Q2 2024.