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Nuveen AMT-Free Quality Municipal Income Fund

281 hedge funds and large institutions have $997M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 101 increasing their positions, 62 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 62

22% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 32

12% more capital invested

Capital invested by funds: $893M → $997M (+$104M)

1.06% more ownership

Funds ownership: 21.41%22.47% (+1.1%)

0% more funds holding

Funds holding: 281281 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
281
Holders Change
Holders Change %
0%
% of All Funds
4.93%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
39
Increased
101
Reduced
62
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
26
Hennion & Walsh Asset Management
New Jersey
$7.13M +$7.12M +480,928 New
LPL Financial
27
LPL Financial
California
$6.89M -$95.3K -6,430 -1%
Ameriprise
28
Ameriprise
Minnesota
$6.56M +$931K +62,848 +17%
JWA
29
JFS Wealth Advisors
Pennsylvania
$6.43M +$463K +31,286 +8%
Osaic Holdings
30
Osaic Holdings
Arizona
$6.31M +$686K +46,301 +12%
COLIM
31
City of London Investment Management
United Kingdom
$6.3M -$2.2M -148,345 -26%
DFG
32
Delphi Financial Group
Delaware
$5.94M -$1.48M -100,000 -20%
CPC
33
Congress Park Capital
New York
$5.76M +$3.7K +250 +0.1%
Truist Financial
34
Truist Financial
North Carolina
$5.45M +$97.3K +6,565 +2%
VCM
35
Vivaldi Capital Management
Illinois
$5.26M +$313K +21,160 +6%
TW
36
TrinityPoint Wealth
Connecticut
$4.84M +$88.8K +5,991 +2%
6M
37
6 Meridian
Kansas
$4.62M +$334K +22,567 +8%
CIA
38
Capital Investment Advisors
Georgia
$4.39M +$38.2K +2,581 +0.9%
RCM
39
Robinson Capital Management
Michigan
$4.38M +$4.36M +294,067 New
Cohen & Steers
40
Cohen & Steers
New York
$4.32M -$1.26M -84,760 -23%
AAM
41
Advisors Asset Management
Colorado
$3.93M +$134K +9,043 +4%
IWA
42
IBEX Wealth Advisors
New Jersey
$3.84M -$99.7K -6,728 -3%
CC
43
Claybrook Capital
Massachusetts
$3.36M +$296K +20,000 +10%
HighTower Advisors
44
HighTower Advisors
Illinois
$3.3M -$4.65M -314,002 -58%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$3.29M -$56.7K -3,826 -2%
CCWA
46
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.94M -$377K -25,456 -11%
CIBC Private Wealth Group
47
CIBC Private Wealth Group
Georgia
$2.8M +$228K +15,416 +9%
CAM
48
Cresset Asset Management
Illinois
$2.76M
DWM
49
Dakota Wealth Management
Florida
$2.67M -$108K -7,260 -4%
WAOTB
50
Wealth Advisors of Tampa Bay
Florida
$2.67M +$457K +30,879 +21%

NEA Hedge Fund Activity: Q1 2021 in Review

281 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q1 2021, worth a combined $997M — up 12% from $893M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new NEA positions and 32 closed out — a net gain of 7 holders — while 101 added to existing stakes and 62 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $46.7M. The largest seller was Wells Fargo, cutting an estimated $7.51M.

  • 281 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $997M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q1 2021, up 12% quarter-over-quarter.
  • 39 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q1 2021 and 32 closed out, a net change of +7 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q1 2021 was Rivernorth Capital Management, an estimated $46.7M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q1 2021 was Wells Fargo, an estimated $7.51M sold.

Based on aggregated 13F filings for Q1 2021.