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Nuveen AMT-Free Quality Municipal Income Fund

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: 318303 (-15)

25% less funds holding in top 10

Funds holding in top 10: 86 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
RWPA
301
Richard W. Paul & Associates
Michigan
$2.73K +$1.74K +159 +201%
WIA
302
Wetzel Investment Advisors
Indiana
$2.1K +$2.08K +190 New
WTC
303
WhitTier Trust Company
Nevada
$1.2K
TRCT
304
Tower Research Capital (TRC)
New York
$264 +$252 +23 New
Fidelity Investments
305
Fidelity Investments
Massachusetts
$11 -$39.5K -3,612 -100%
HNB
306
Huntington National Bank
Ohio
$11
RVPG
307
Relative Value Partners Group
-$4.42M -400,713 Closed
AC
308
Almitas Capital
California
-$563K -50,885 Closed
CA
309
CoreCap Advisors
Michigan
-$356K -32,192 Closed
CC
310
Centiva Capital
New York
-$354K -32,010 Closed
RZH
311
Relyea Zuckerberg Hanson
Connecticut
-$326K -29,427 Closed
HF
312
HRT Financial
New York
-$284K -25,694 Closed
SIA
313
SkyView Investment Advisors
New Jersey
-$277K -25,000 Closed
AWM
314
Aberdeen Wealth Management
Illinois
-$261K -23,554 Closed
SP
315
Stonebrook Private
Michigan
-$237K -21,395 Closed
Financial Engines Advisors
316
Financial Engines Advisors
California
-$232K -20,859 Closed
BAM
317
Bayshore Asset Management
Florida
-$224K -20,260 Closed
CIA
318
Choate Investment Advisors
Massachusetts
-$203K -18,366 Closed
Neuberger Berman Group
319
Neuberger Berman Group
New York
-$197K -17,817 Closed
Brown Advisory
320
Brown Advisory
Maryland
-$195K -17,610 Closed
STA
321
Summit Trail Advisors
New York
-$184K -16,532 Closed
MGW
322
MB Generational Wealth
Washington
-$77.5K -16,514 Closed
CFGSD
323
Compass Financial Group (South Dakota)
South Dakota
-$166K -14,992 Closed
HIC
324
Hartline Investment Corp
Illinois
-$161K -14,538 Closed
CRC
325
Curi RMB Capital
Illinois
-$156K -14,062 Closed

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.