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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
TFA
301
Transamerica Financial Advisors
Florida
$2K +$2.02K +166 New
KTC
302
Kistler-Tiffany Companies
Pennsylvania
$1K
AR
303
Apeiron RIA
Texas
$409 +$40.1K +3,292 +18%
Bank of Montreal
304
Bank of Montreal
Ontario, Canada
$351 +$2.49K +204 +0.8%
BRWM
305
B. Riley Wealth Management
Tennessee
$267 +$85K +6,978 +44%
DWM
306
Doyle Wealth Management
Florida
-$596K -45,326 Closed
KP
307
Keel Point
Alabama
-$591K -44,944 Closed
PFS
308
Prospera Financial Services
Texas
-$492K -37,434 Closed
VF
309
Virtu Financial
New York
-$471K -35,823 Closed
Walleye Capital
310
Walleye Capital
New York
-$445K -33,843 Closed
SFG
311
SevenBridge Financial Group
Pennsylvania
-$443K -33,717 Closed
KIM
312
Karpus Investment Management
New York
-$434K -33,000 Closed
LB
313
Leo Brokerage
Texas
-$380K -28,886 Closed
MCA
314
Magnolia Capital Advisors
Mississippi
-$262K -19,946 Closed
LWAC
315
Laurel Wealth Advisors (California)
California
-$243K -18,511 Closed
Comerica Bank
316
Comerica Bank
Texas
-$218K -17,487 Closed
SAM
317
Secure Asset Management
Michigan
-$229K -17,449 Closed
BFA
318
Beaumont Financial Advisors
Massachusetts
-$223K -16,945 Closed
Thrivent Financial for Lutherans
319
Thrivent Financial for Lutherans
Minnesota
-$206K -15,646 Closed
ACP
320
Aveo Capital Partners
Colorado
-$205K -15,571 Closed
IWN
321
Independent Wealth Network
Iowa
-$193K -14,707 Closed
LFAS
322
Level Four Advisory Services
Texas
-$187K -14,203 Closed
Lido Advisors
323
Lido Advisors
California
-$179K -13,637 Closed
CC
324
Constitution Capital
Connecticut
-$172K -13,500 Closed
DP
325
Denver PWM
Colorado
-$178K -13,480 Closed

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.