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Nuveen AMT-Free Quality Municipal Income Fund
NEA

310 hedge funds and large institutions have $1.01B invested in Nuveen AMT-Free Quality Municipal Income Fund in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 105 increasing their positions, 56 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 27

88% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 56

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

8% more funds holding

Funds holding: 288 → 310 (+22)

5% more capital invested

Capital invested by funds: $957M → $1.01B (+$48.3M)

0.5% more ownership

Funds ownership: 21.09% → 21.59% (+0.5%)

Holders
310
Holders Change
+22
Holders Change %
+7.64%
% of All Funds
4.77%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
52
Increased
105
Reduced
56
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$8.82M
2
SIA
Sit Investment Associates
Minnesota
+$7.01M
3
Morgan Stanley
Morgan Stanley
New York
+$4.26M
4
HWAM
Hennion & Walsh Asset Management
New Jersey
+$3.69M
5
BI
Bramshill Investments
Florida
+$3.42M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$16.5M
2
JP Morgan Chase
JP Morgan Chase
New York
-$8.22M
3
UBS Group
UBS Group
Switzerland
-$3.46M
4
PPA
Parametric Portfolio Associates
Washington
-$1.95M
5
HighTower Advisors
HighTower Advisors
Illinois
-$1.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$7.54M +$246K +16,194 +3%
Truist Financial
27
Truist Financial
North Carolina
$7.32M +$517K +33,945 +8%
PCM
28
Penserra Capital Management
California
$6.89M +$93.3K +6,129 +1%
JWA
29
JFS Wealth Advisors
Pennsylvania
$6.86M +$28.5K +1,875 +0.4%
Cohen & Steers
30
Cohen & Steers
New York
$6.26M -$76.1K -5,000 -1%
DFG
31
Delphi Financial Group
Delaware
$6.26M – – –
EBWM
32
Eagle Bluffs Wealth Management
Missouri
$5.91M +$5.76M +378,677 New
WAOTB
33
Wealth Advisors of Tampa Bay
Florida
$5.56M +$2.62M +172,091 +93%
COLIM
34
City of London Investment Management
United Kingdom
$5.51M +$2.21M +145,493 +70%
OA
35
Oxbow Advisors
Texas
$5.49M -$153K -10,027 -3%
CPC
36
Congress Park Capital
New York
$5.45M -$533K -35,000 -9%
TW
37
TrinityPoint Wealth
Connecticut
$5.39M +$78K +5,127 +2%
CIA
38
Capital Investment Advisors
Georgia
$4.67M -$20.6K -1,357 -0.5%
AAM
39
Advisors Asset Management
Colorado
$4.49M -$18.3K -1,204 -0.4%
BAM
40
Brave Asset Management
New Jersey
$4.43M +$372K +24,440 +9%
CC
41
Claybrook Capital
Massachusetts
$3.88M – – –
6M
42
6 Meridian
Kansas
$3.78M -$399K -26,201 -10%
JWM
43
Jupiter Wealth Management
Colorado
$3.68M +$137K +9,000 +4%
EL
44
EMFO LLC
Florida
$3.58M – – –
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$3.49M +$86.3K +5,674 +3%
IWA
46
IBEX Wealth Advisors
New Jersey
$3.37M -$189K -12,402 -5%
CAM
47
Cresset Asset Management
Illinois
$3.34M – – –
SPIA
48
Steward Partners Investment Advisory
New York
$3.2M +$1.42M +93,143 +83%
CIBC Private Wealth Group
49
CIBC Private Wealth Group
Georgia
$3.17M +$45K +2,957 +1%
CCWA
50
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.05M -$374K -24,586 -11%
1
2
3 4 5

NEA Hedge Fund Activity: Q4 2021 in Review

310 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q4 2021, worth a combined $1.01B — up 5% from $957M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new NEA positions and 27 closed out — a net gain of 25 holders — while 105 added to existing stakes and 56 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $8.82M. The largest seller was Citadel Advisors, exiting entirely with an estimated $16.5M sold.

  • 310 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q4 2021, up from 288 in Q3 2021.
  • Funds reported $1.01B of Nuveen AMT-Free Quality Municipal Income Fund stock for Q4 2021, up 5% quarter-over-quarter.
  • 52 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q4 2021 and 27 closed out, a net change of +25 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q4 2021 was Rivernorth Capital Management, an estimated $8.82M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q4 2021 was Citadel Advisors, an estimated $16.5M sold.

Based on aggregated 13F filings for Q4 2021.