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Nuveen AMT-Free Quality Municipal Income Fund
NEA

251 hedge funds and large institutions have $891M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 79 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

61% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 49

6% more funds holding

Funds holding: 237 → 251 (+14)

2.05% less ownership

Funds ownership: 24.29% → 22.24% (-2%)

5% less capital invested

Capital invested by funds: $941M → $891M (-$49.4M)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
251
Holders Change
+14
Holders Change %
+5.91%
% of All Funds
5.06%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
27
Increased
79
Reduced
49
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$23.1M
2
JP Morgan Chase
JP Morgan Chase
New York
+$3.57M
3
V
Veritable
Delaware
+$3.29M
4
UBS Group
UBS Group
Switzerland
+$2.42M
5
Stifel Financial
Stifel Financial
Missouri
+$1.68M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$45.9M
2
RCM
Rivernorth Capital Management
Florida
-$26M
3
KIM
Karpus Investment Management
New York
-$24.5M
4
BlackRock
BlackRock
New York
-$17.6M
5
SIA
Sit Investment Associates
Minnesota
-$8.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$6.37M +$489K +34,083 +8%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$6.35M +$344K +23,960 +6%
GCP
28
Gill Capital Partners
Colorado
$6.18M +$255K +17,757 +4%
SW
29
SlateStone Wealth
Florida
$6M +$282K +19,682 +5%
CPC
30
Congress Park Capital
New York
$5.77M -$37.2K -2,589 -0.6%
JWA
31
JFS Wealth Advisors
Pennsylvania
$5.75M +$451K +31,401 +8%
Osaic Holdings
32
Osaic Holdings
Arizona
$5.64M +$933K +65,028 +20%
Cohen & Steers
33
Cohen & Steers
New York
$5.39M -$641K -44,693 -11%
VCM
34
Vivaldi Capital Management
Illinois
$5.1M -$866K -60,377 -15%
Truist Financial
35
Truist Financial
North Carolina
$4.99M +$934K +65,105 +23%
HighTower Advisors
36
HighTower Advisors
Illinois
$4.67M -$3.66M -254,978 -44%
Ameriprise
37
Ameriprise
Minnesota
$4.46M +$141K +9,828 +3%
TW
38
TrinityPoint Wealth
Connecticut
$4.41M +$646K +45,027 +17%
6M
39
6 Meridian
Kansas
$4.11M +$560K +39,004 +16%
RAM
40
Riggs Asset Management
Pennsylvania
$3.94M +$940K +65,537 +2,255%
DWM
41
Dakota Wealth Management
Florida
$3.92M -$627K -43,700 -14%
PCM
42
PenderFund Capital Management
British Columbia, Canada
$3.82M – – –
IWA
43
IBEX Wealth Advisors
New Jersey
$3.77M -$74.7K -5,204 -2%
AAM
44
Advisors Asset Management
Colorado
$3.6M +$124K +8,640 +4%
CCWA
45
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.34M – – –
CIA
46
Capital Investment Advisors
Georgia
$3.13M +$155K +10,792 +5%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$2.98M +$322K +22,446 +12%
Invesco
48
Invesco
Georgia
$2.8M +$57.6K +4,011 +2%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$2.78M +$83K +5,783 +3%
CAM
50
Cresset Asset Management
Illinois
$2.67M +$101K +7,040 +4%
1
2
3 4 5

NEA Hedge Fund Activity: Q3 2020 in Review

251 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q3 2020, worth a combined $891M — down 5.3% from $941M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new NEA positions and 12 closed out — a net gain of 15 holders — while 79 added to existing stakes and 49 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $23.1M. The largest seller was Wells Fargo, cutting an estimated $45.9M.

  • 251 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q3 2020, up from 237 in Q2 2020.
  • Funds reported $891M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q3 2020, down 5.3% quarter-over-quarter.
  • 27 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q3 2020 and 12 closed out, a net change of +15 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q3 2020 was Bramshill Investments, an estimated $23.1M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q3 2020 was Wells Fargo, an estimated $45.9M sold.

Based on aggregated 13F filings for Q3 2020.