We are live on ! Find out more
NEA icon

Nuveen AMT-Free Quality Municipal Income Fund

296 hedge funds and large institutions have $839M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 80 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 38

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

21% more capital invested

Capital invested by funds: $692M → $839M (+$147M)

2.85% more ownership

Funds ownership: 21.86%24.71% (+2.8%)

2% more funds holding

Funds holding: 290296 (+6)

7% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 86

Holders
296
Holders Change
+6
Holders Change %
+2.07%
% of All Funds
4.76%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
50
Increased
80
Reduced
86
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
26
Barry Investment Advisors
Massachusetts
$5.96M +$518K +47,488 +10%
Stifel Financial
27
Stifel Financial
Missouri
$5.4M +$422K +38,682 +9%
Ameriprise
28
Ameriprise
Minnesota
$5.33M -$298K -27,353 -6%
RCM
29
Robinson Capital Management
Michigan
$4.92M +$2.18M +199,700 +86%
HKAM
30
Horizon Kinetics Asset Management
New York
$4.84M -$989K -90,689 -18%
CIA
31
Capital Investment Advisors
Georgia
$4.78M +$443K +40,651 +11%
CPC
32
Congress Park Capital
New York
$4.58M +$245K +22,500 +6%
DFG
33
Delphi Financial Group
Delaware
$4.56M
Baird Financial Group
34
Baird Financial Group
Wisconsin
$4.49M -$1.98M -181,074 -31%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$4.19M -$196K -17,925 -5%
Cohen & Steers
36
Cohen & Steers
New York
$3.73M +$165K +15,081 +5%
AAM
37
Advisors Asset Management
Colorado
$3.71M -$65K -5,958 -2%
EBWM
38
Eagle Bluffs Wealth Management
Missouri
$3.68M -$1.7M -155,495 -32%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$3.33M +$1.46M +133,471 +84%
DWM
40
Dakota Wealth Management
Florida
$3.02M +$2.23M +204,378 +333%
SPIA
41
Steward Partners Investment Advisory
New York
$2.99M +$822K +75,391 +40%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$2.97M +$658K +60,353 +30%
CC
43
Claybrook Capital
Massachusetts
$2.83M
LSC
44
Logan Stone Capital
Illinois
$2.62M +$2.51M +230,237 New
TW
45
TrinityPoint Wealth
Connecticut
$2.5M -$14.9K -1,364 -0.6%
JWA
46
JFS Wealth Advisors
Pennsylvania
$2.45M +$764 +70 +0%
JWM
47
Jupiter Wealth Management
Colorado
$2.37M -$545K -50,000 -19%
CAM
48
Cresset Asset Management
Illinois
$2.32M -$121K -11,081 -5%
MPW
49
Melone Private Wealth
Michigan
$2.18M +$25.1K +2,303 +1%
LCM
50
Landscape Capital Management
New Jersey
$2.15M +$845K +77,456 +69%