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Nuveen AMT-Free Quality Municipal Income Fund
NEA

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: 4 → 5 (+1)

3% more funds holding

Funds holding: 281 → 290 (+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
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$8.62M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$3.83M
3
BAM
Brave Asset Management
New Jersey
+$3.68M
4
CAN
Cetera Advisor Networks
California
+$2.57M
5
UBS Group
UBS Group
Switzerland
+$2.42M

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$27.4M
2
Wells Fargo
Wells Fargo
California
-$10.8M
3
SW
SlateStone Wealth
Florida
-$7.13M
4
PPA
Parametric Portfolio Associates
Washington
-$6.46M
5
KIM
Karpus Investment Management
New York
-$5.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
DHFB
301
Dixon Hubard Feinour & Brown
Virginia
– -$163K -11,395 Closed
IAIM
302
International Assets Investment Management
Florida
– -$49K -3,272 Closed
HFM
303
Hartford Financial Management
Connecticut
– -$45K -3,046 Closed
AIC
304
Archer Investment Corporation
Indiana
– -$40.3K -2,718 Closed
RF
305
Robbins Farley
New Hampshire
– -$33K -2,152 Closed
MLFP
306
MPS Loria Financial Planners
Illinois
– -$30K -2,089 Closed
SIS
307
Sound Income Strategies
Florida
– -$30.1K -2,033 Closed
VFA
308
Valeo Financial Advisors
Indiana
– -$28K -1,883 Closed
TCWM
309
Total Clarity Wealth Management
Illinois
– -$27K -1,806 Closed
APWM
310
Atlas Private Wealth Management
New York
– -$23K -1,527 Closed
CA
311
Crewe Advisors
Utah
– -$22K -1,500 Closed
Bank of Montreal
312
Bank of Montreal
Ontario, Canada
– -$16K -1,085 Closed
Fidelity Investments
313
Fidelity Investments
Massachusetts
– +$30 +2 New
9 10 11 12
13

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.