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Nuveen AMT-Free Quality Municipal Income Fund
NEA

318 hedge funds and large institutions have $1.14B invested in Nuveen AMT-Free Quality Municipal Income Fund in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 101 increasing their positions, 86 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 28

17% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 86

3% more funds holding

Funds holding: 308 → 318 (+10)

2.53% less ownership

Funds ownership: 36.89% → 34.36% (-2.5%)

6% less capital invested

Capital invested by funds: $1.22B → $1.14B (-$76.3M)

20% less funds holding in top 10

Funds holding in top 10: 10 → 8 (-2)

Holders
318
Holders Change
+10
Holders Change %
+3.25%
% of All Funds
4.58%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
41
Increased
101
Reduced
86
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$12.4M
2
MSL
Mackay Shields LLC
New York
+$9.83M
3
SIA
Sit Investment Associates
Minnesota
+$9.2M
4
PCM
Penserra Capital Management
California
+$7.71M
5
Wells Fargo
Wells Fargo
California
+$4.32M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$116M
2
BI
Bramshill Investments
Florida
-$12.8M
3
RCM
Rivernorth Capital Management
Florida
-$6.08M
4
PCM
PenderFund Capital Management
British Columbia, Canada
-$5.16M
5
LSC
Logan Stone Capital
Illinois
-$4.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
301
Geneos Wealth Management
Colorado
$11.8K – – –
TSWM
302
Tyler-Stone Wealth Management
Ohio
$11.1K – – –
HNB
303
Hilltop National Bank
Wyoming
$10.5K +$10.4K +948 New
AEPWM
304
Atlantic Edge Private Wealth Management
Florida
$8.54K +$8.46K +771 New
MRCM
305
M&R Capital Management
New Jersey
$7.49K – – –
HCP
306
Hexagon Capital Partners
Arkansas
$7.37K – – –
PSB
307
Piscataqua Savings Bank
New Hampshire
$7.14K – – –
HNB
308
Huntington National Bank
Ohio
$6.93K – – –
MFT
309
Moisand Fitzgerald Tamayo
Florida
$6.45K – – –
HGERS
310
Householder Group Estate & Retirement Specialist
Arizona
$6.1K – – –
HDIM
311
Hanson & Doremus Investment Management
Vermont
$6K – – –
CAM
312
Creekmur Asset Management
Illinois
$5.84K -$55.4K -5,045 -91%
LFG
313
Larson Financial Group
Missouri
$5.75K – – –
BC
314
Barrett & Company
Rhode Island
$3.74K – – –
DPW
315
DiNuzzo Private Wealth
Pennsylvania
$3.7K – – –
PA
316
Parallel Advisors
California
$2.89K -$2.86K -261 -50%
BWL
317
Bogart Wealth LLC
Virginia
$2.66K – – –
BCWM
318
Bartlett & Co Wealth Management
Ohio
$1.17K – – –
WTC
319
WhitTier Trust Company
Nevada
$1.16K – – –
RWPA
320
Richard W. Paul & Associates
Michigan
$875 – – –
FIA
321
FNY Investment Advisers
New York
$48 +$48.3K +4,400 New
WAM
322
Weiss Asset Management
Massachusetts
– -$1.31M -119,066 Closed
TW
323
Transform Wealth
Colorado
– -$699K -63,584 Closed
LCM
324
Lazari Capital Management
California
– -$663K -60,266 Closed
VF
325
Virtu Financial
New York
– -$411K -37,369 Closed
10 11 12
13
14

NEA Hedge Fund Activity: Q1 2024 in Review

318 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q1 2024, worth a combined $1.14B — down 6.3% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new NEA positions and 28 closed out — a net gain of 13 holders — while 101 added to existing stakes and 86 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $12.4M. The largest seller was Morgan Stanley, cutting an estimated $116M.

  • 318 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q1 2024, up from 308 in Q4 2023.
  • Funds reported $1.14B of Nuveen AMT-Free Quality Municipal Income Fund stock for Q1 2024, down 6.3% quarter-over-quarter.
  • 41 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q1 2024 and 28 closed out, a net change of +13 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q1 2024 was Karpus Investment Management, an estimated $12.4M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2024.