We are live on ! Find out more
NEA icon

Nuveen AMT-Free Quality Municipal Income Fund

290 hedge funds and large institutions have $1.03B invested in Nuveen AMT-Free Quality Municipal Income Fund in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 99 increasing their positions, 55 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 55

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3% more funds holding

Funds holding: 281290 (+9)

3% more capital invested

Capital invested by funds: $997M → $1.03B (+$31.9M)

0.58% less ownership

Funds ownership: 22.47%21.89% (-0.58%)

Holders
290
Holders Change
+9
Holders Change %
+3.2%
% of All Funds
5.05%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
32
Increased
99
Reduced
55
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$7.64M +$923K +60,652 +14%
LPL Financial
27
LPL Financial
California
$7.59M +$280K +18,384 +4%
Ameriprise
28
Ameriprise
Minnesota
$7.17M +$192K +12,632 +3%
JWA
29
JFS Wealth Advisors
Pennsylvania
$6.85M +$32.6K +2,143 +0.5%
CPC
30
Congress Park Capital
New York
$6.36M +$247K +16,245 +4%
DFG
31
Delphi Financial Group
Delaware
$6.3M
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$6.09M +$3.83M +252,017 +186%
Truist Financial
33
Truist Financial
North Carolina
$6.08M +$301K +19,755 +5%
Cohen & Steers
34
Cohen & Steers
New York
$6.02M +$1.4M +92,176 +32%
COLIM
35
City of London Investment Management
United Kingdom
$5.4M -$1.23M -80,851 -19%
TW
36
TrinityPoint Wealth
Connecticut
$5.25M +$118K +7,762 +2%
CIA
37
Capital Investment Advisors
Georgia
$4.65M +$4.43K +291 +0.1%
6M
38
6 Meridian
Kansas
$4.3M -$568K -37,358 -12%
AAM
39
Advisors Asset Management
Colorado
$4.3M +$125K +8,242 +3%
SCA
40
Stonebridge Capital Advisors
Minnesota
$4.18M +$2.08M +136,824 +100%
IWA
41
IBEX Wealth Advisors
New Jersey
$3.86M -$197K -12,916 -5%
BAM
42
Brave Asset Management
New Jersey
$3.8M +$3.68M +242,027 New
EL
43
EMFO LLC
Florida
$3.73M +$3.62M +237,754 New
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$3.46M -$32.5K -2,139 -1%
JWM
45
Jupiter Wealth Management
Colorado
$3.24M +$572K +37,600 +23%
HighTower Advisors
46
HighTower Advisors
Illinois
$3.19M -$300K -19,707 -9%
CCWA
47
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.11M -$6.47K -425 -0.2%
CAN
48
Cetera Advisor Networks
California
$2.97M +$2.57M +169,149 +842%
CIBC Private Wealth Group
49
CIBC Private Wealth Group
Georgia
$2.94M -$28.3K -1,859 -1%
CAM
50
Cresset Asset Management
Illinois
$2.92M

NEA Hedge Fund Activity: Q2 2021 in Review

290 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q2 2021, worth a combined $1.03B — up 3.2% from $997M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new NEA positions and 21 closed out — a net gain of 11 holders — while 99 added to existing stakes and 55 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $8.62M. The largest seller was Rivernorth Capital Management, cutting an estimated $27.4M.

  • 290 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q2 2021, up from 281 in Q1 2021.
  • Funds reported $1.03B of Nuveen AMT-Free Quality Municipal Income Fund stock for Q2 2021, up 3.2% quarter-over-quarter.
  • 32 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q2 2021 and 21 closed out, a net change of +11 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q2 2021 was Bramshill Investments, an estimated $8.62M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q2 2021 was Rivernorth Capital Management, an estimated $27.4M sold.

Based on aggregated 13F filings for Q2 2021.