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Nuveen AMT-Free Quality Municipal Income Fund
NEA

290 hedge funds and large institutions have $692M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 95 increasing their positions, 74 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 74

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

0.44% less ownership

Funds ownership: 22.3% → 21.86% (-0.44%)

5% less funds holding

Funds holding: 305 → 290 (-15)

12% less capital invested

Capital invested by funds: $783M → $692M (-$91.1M)

33% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 39

Holders
290
Holders Change
-15
Holders Change %
-4.92%
% of All Funds
5%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
26
Increased
95
Reduced
74
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$22M
2
KIM
Karpus Investment Management
New York
+$8.38M
3
Wells Fargo
Wells Fargo
California
+$5.85M
4
MGAM
McGowan Group Asset Management
Texas
+$5.77M
5
BIA
Barry Investment Advisors
Massachusetts
+$5.73M

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$32.8M
2
BI
Bramshill Investments
Florida
-$11.6M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$10.4M
4
V
Veritable
Delaware
-$10.3M
5
Goldman Sachs
Goldman Sachs
New York
-$9.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
EBWM
26
Eagle Bluffs Wealth Management
Missouri
$5.08M +$167K +13,933 +3%
BIA
27
Barry Investment Advisors
Massachusetts
$5.08M +$5.73M +477,051 New
Ameriprise
28
Ameriprise
Minnesota
$5.03M +$220K +18,277 +4%
Truist Financial
29
Truist Financial
North Carolina
$4.85M +$144K +12,002 +3%
Stifel Financial
30
Stifel Financial
Missouri
$4.63M -$595K -49,475 -10%
OA
31
Oxbow Advisors
Texas
$4.33M -$104K -8,661 -2%
HighTower Advisors
32
HighTower Advisors
Illinois
$4.27M +$1.36M +112,978 +39%
COLIM
33
City of London Investment Management
United Kingdom
$4.26M – – –
DFG
34
Delphi Financial Group
Delaware
$4.25M – – –
Fiera Capital (Canada)
35
Fiera Capital (Canada)
Quebec, Canada
$4.17M -$34.7K -2,890 -0.7%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$4.1M +$298K +24,787 +7%
CIA
37
Capital Investment Advisors
Georgia
$4.03M +$121K +10,102 +3%
CPC
38
Congress Park Capital
New York
$4.03M +$90.1K +7,500 +2%
AAM
39
Advisors Asset Management
Colorado
$3.53M +$571K +47,496 +17%
AWA
40
Arete Wealth Advisors
Illinois
$3.48M +$2.98M +248,237 +309%
Cohen & Steers
41
Cohen & Steers
New York
$3.32M +$75.2K +6,259 +2%
JWM
42
Jupiter Wealth Management
Colorado
$2.74M +$120K +10,000 +4%
CC
43
Claybrook Capital
Massachusetts
$2.63M – – –
RCM
44
Robinson Capital Management
Michigan
$2.46M +$2.77M +230,679 +83,883%
TW
45
TrinityPoint Wealth
Connecticut
$2.35M -$143K -11,909 -5%
CAM
46
Cresset Asset Management
Illinois
$2.3M +$10.8K +901 +0.4%
Mariner
47
Mariner
Kansas
$2.29M +$591K +49,192 +29%
JWA
48
JFS Wealth Advisors
Pennsylvania
$2.28M +$2.45M +203,628 +1,789%
CIBC Private Wealth Group
49
CIBC Private Wealth Group
Georgia
$2.27M +$134K +11,160 +5%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$2.13M -$33.8K -2,809 -1%
1
2
3 4 5

NEA Hedge Fund Activity: Q3 2022 in Review

290 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q3 2022, worth a combined $692M — down 12% from $783M a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of NEA and 26 opened new positions — a net loss of 13 holders — while 74 trimmed existing stakes and 95 added.

The largest buyer was Sit Investment Associates, adding an estimated $22M. The largest seller was Rivernorth Capital Management, cutting an estimated $32.8M.

  • 290 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q3 2022, down from 305 in Q2 2022.
  • Funds reported $692M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q3 2022, down 12% quarter-over-quarter.
  • 26 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q3 2022 and 39 closed out, a net change of -13 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q3 2022 was Sit Investment Associates, an estimated $22M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q3 2022 was Rivernorth Capital Management, an estimated $32.8M sold.

Based on aggregated 13F filings for Q3 2022.