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Nuveen AMT-Free Quality Municipal Income Fund

80 hedge funds and large institutions have $79.7M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2015 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

3% more funds holding

Funds holding: 7880 (+2)

0.03% more ownership

Funds ownership: 7.86%7.9% (+0.03%)

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

10% less capital invested

Capital invested by funds: $88.6M → $79.7M (-$8.92M)

Holders
80
Holders Change
+2
Holders Change %
+2.56%
% of All Funds
2.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
20
Reduced
22
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$556K +$189K +14,059 +48%
CCWA
27
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$537K +$567K +42,174 New
LSA
28
Liberty Street Advisors
New York
$523K +$552K +41,018 New
KIM
29
Karpus Investment Management
New York
$498K +$526K +39,100 New
Baird Financial Group
30
Baird Financial Group
Wisconsin
$488K +$515K +38,288 New
BTS
31
BB&T Securities
Virginia
$481K +$215K +15,963 +73%
WAM
32
Wolverine Asset Management
Illinois
$464K +$490K +36,401 +110,306%
ACM
33
Alethea Capital Management
Washington
$436K +$10.8K +800 +2%
TC
34
TFS Capital
Pennsylvania
$408K +$139K +10,344 +48%
GC
35
Guggenheim Capital
Illinois
$384K -$395K -29,398 -49%
Goldman Sachs
36
Goldman Sachs
New York
$375K +$396K +29,457 New
RJA
37
Raymond James & Associates
Florida
$359K -$320K -23,805 -46%
VFS
38
VSR Financial Services
Kansas
$356K +$20K +1,486 +6%
IAA
39
Ironsides Asset Advisors
North Carolina
$354K
Lazard Asset Management
40
Lazard Asset Management
New York
$346K
SPC
41
Sigma Planning Corp
Michigan
$330K -$13.6K -1,011 -4%
SFWA
42
Summit Financial Wealth Advisors
Louisiana
$322K +$340K +25,300 New
GBA
43
Garrison Bradford & Associates
New York
$318K
AIM
44
Allen Investment Management
New York
$317K +$335K +24,918 New
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$287K -$54.3K -4,034 -15%
RBC
46
Roble Belko & Company
Pennsylvania
$246K +$260K +19,344 New
CWM
47
Concert Wealth Management
California
$228K -$140K -10,378 -37%
HK
48
Horizon Kinetics
New York
$225K -$75K -5,573 -24%
RJT
49
Raymond James Trust
Florida
$221K +$20.8K +1,546 +10%
Ameriprise
50
Ameriprise
Minnesota
$205K -$143K -10,609 -40%