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.
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: 5 → 7 (+2)
8% more funds holding
Funds holding: 288 → 310 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$8.82M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$7.01M |
| 3 |
Morgan Stanley
New York
|
+$4.26M |
| 4 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$3.69M |
| 5 |
BI
Bramshill Investments
Naples,
Florida
|
+$3.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$16.5M |
| 2 |
JP Morgan Chase
New York
|
-$8.22M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3.46M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$1.95M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$1.71M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
326
Jones Financial Companies
Des Peres,
Missouri
| – | -$38K | -2,508 | Closed |
|
|
OIA
327
Optimum Investment Advisors
Chicago,
Illinois
| – | -$27K | -1,770 | Closed |
|
|
BC
328
Bartlett & Co
Cincinnati,
Ohio
| – | -$22K | -1,456 | Closed |
|
|
BCWM
329
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$22.2K | -1,456 | Closed |
|
|
HA
330
Herold Advisors
New York
| – | -$18K | -1,237 | Closed |
|
|
PWA
331
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| – | -$16K | -1,058 | Closed |
|
|
FIA
332
FNY Investment Advisers
New York
| – | -$15K | -1,000 | Closed |
|
|
TFO
333
Tarbox Family Office
Newport Beach,
California
| – | -$15K | -1,000 | Closed |
|
|
PMFA
334
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$12K | -758 | Closed |
|
|
FHA
335
First Horizon Advisors
Memphis,
Tennessee
| – | -$10K | -677 | Closed |
|
|
BAM
336
Barrett Asset Management
New York
| – | -$5K | -320 | Closed |
|
|
AWA
337
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$3K | -228 | Closed |
|
338
Fidelity Investments
Boston,
Massachusetts
| – | +$15 | +1 | New |
|
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.