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Nuveen AMT-Free Quality Municipal Income Fund

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: 57 (+2)

8% more funds holding

Funds holding: 288310 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
AA
301
Ancora Advisors
Ohio
$8K
HDIM
302
Hanson & Doremus Investment Management
Vermont
$8K
LFG
303
Larson Financial Group
Missouri
$8K
SIC
304
Salem Investment Counselors
North Carolina
$8K
AIP
305
Ahrens Investment Partners
Louisiana
$8K +$7.61K +500 New
TC
306
TAP Consulting
Missouri
$7K +$7.14K +469 New
RFA
307
Reilly Financial Advisors
California
$5K
KTC
308
Kistler-Tiffany Companies
Pennsylvania
$1K
TRCT
309
Tower Research Capital (TRC)
New York
$1K +$761 +50 New
AFS
310
Annapolis Financial Services
Maryland
$1K +$1.19K +78 New
Citadel Advisors
311
Citadel Advisors
Florida
-$16.5M -1,083,337 Closed
JP Morgan Chase
312
JP Morgan Chase
New York
-$8.22M -541,000 Closed
HFS
313
Horizon Financial Services
North Carolina
-$855K -56,291 Closed
ACA
314
Ackerman Capital Advisors
Texas
-$713K -46,956 Closed
WCMNY
315
Westchester Capital Management (New York)
New York
-$662K -43,591 Closed
SBH
316
Segall Bryant & Hamill
Illinois
-$638K -42,036 Closed
LJAC
317
L.J. Altfest & Co
New York
-$487K -32,062 Closed
AIA
318
Armor Investment Advisors
North Carolina
-$275K -18,092 Closed
MA
319
MONECO Advisors
Connecticut
-$224K -14,771 Closed
Goldman Sachs
320
Goldman Sachs
New York
-$223K -14,681 Closed
DWM
321
Darwin Wealth Management
Florida
-$177K -11,650 Closed
DWT
322
Dorsey & Whitney Trust
South Dakota
-$152K -10,000 Closed
ARIS
323
Advanced Research Investment Solutions
California
-$128K -8,396 Closed
AssetMark Inc
324
AssetMark Inc
California
-$87K -5,700 Closed
SFP
325
Sterling Financial Planning
New Jersey
-$40K -2,612 Closed

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.