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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
MNBTD
326
Moody National Bank Trust Division
Texas
-$148K -13,397 Closed
LMKC
327
L.M. Kohn & Company
Ohio
-$146K -13,170 Closed
WAM
328
Wolverine Asset Management
Illinois
-$144K -12,976 Closed
WKWM
329
Walter & Keenan Wealth Management
Indiana
-$140K -12,636 Closed
WJWM
330
Williams Jones Wealth Management
New York
-$139K -12,554 Closed
JSW
331
Journey Strategic Wealth
New Jersey
-$134K -12,096 Closed
ACA
332
Ackerman Capital Advisors
Texas
-$132K -11,907 Closed
Walleye Capital
333
Walleye Capital
New York
-$131K -11,801 Closed
GAA
334
Global Assets Advisory
Florida
-$928K -10,167 Closed
JP Morgan Chase
335
JP Morgan Chase
New York
-$89K -8,039 Closed
ANBT
336
American National Bank & Trust
Texas
-$51K -4,605 Closed
FIA
337
FNY Investment Advisers
New York
-$48 -4,400 Closed
FFO
338
Fortitude Family Office
Arizona
-$41K -3,700 Closed
RBC
339
Roble Belko & Company
Pennsylvania
-$23K -2,078 Closed
WPA
340
West Paces Advisors
Georgia
-$21.3K -1,920 Closed
SAG
341
SageView Advisory Group
California
-$210K -1,062 Closed
AEPWM
342
Atlantic Edge Private Wealth Management
Florida
-$8.54K -771 Closed
BCWM
343
Bartlett & Co Wealth Management
Ohio
-$1.17K -105 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.