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Nuveen AMT-Free Quality Municipal Income Fund

86 hedge funds and large institutions have $91.3M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 11

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

15% more capital invested

Capital invested by funds: $79.7M → $91.3M (+$11.6M)

8% more funds holding

Funds holding: 8086 (+6)

0.96% more ownership

Funds ownership: 7.9%8.86% (+0.96%)

Holders
86
Holders Change
+6
Holders Change %
+7.5%
% of All Funds
2.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
34
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
51
Raymond James Trust
Florida
$225K
VKH
52
Virtu KCG Holdings
New York
$212K +$210K +16,289 New
HK
53
Horizon Kinetics
New York
$169K -$60.5K -4,689 -27%
FUBT
54
First United Bank & Trust
Maryland
$166K
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$160K +$3.29K +255 +2%
Stifel Financial
56
Stifel Financial
Missouri
$156K +$1.52K +118 +1%
CAG
57
Crestwood Advisors Group
Massachusetts
$141K
HCM
58
Hollencrest Capital Management
California
$141K
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$136K -$2.83K -219 -2%
SS
60
Sunbelt Securities
Texas
$135K +$568 +44 +0.4%
Citigroup
61
Citigroup
New York
$101K
US Bancorp
62
US Bancorp
Minnesota
$94K +$19.9K +1,540 +27%
SNT
63
Security National Trust
West Virginia
$87K
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$87K +$86.4K +6,695 New
AIG
65
American International Group
New York
$78K +$38.7K +3,000 +100%
BCMIO
66
Beacon Capital Management Inc (Ohio)
Ohio
$65K +$5.16K +400 +9%
NFG
67
Next Financial Group
Texas
$54K +$51.6K +4,000 +2,000%
IP
68
Isthmus Partners
Wisconsin
$52K
AC
69
Alexandria Capital
Virginia
$46K
SF
70
Synovus Financial
Georgia
$41K
VIA
71
Vantage Investment Advisors
Pennsylvania
$35K +$271 +21 +0.8%
Deutsche Bank
72
Deutsche Bank
Germany
$29K
MAS
73
Madden Advisory Services
Florida
$27K
AWS
74
Aris Wealth Services
Pennsylvania
$23K
FNBT
75
FineMark National Bank & Trust
Florida
$21K

NEA Hedge Fund Activity: Q3 2015 in Review

86 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q3 2015, worth a combined $91.3M — up 15% from $79.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NEA positions and 5 closed out — a net gain of 6 holders — while 34 added to existing stakes and 11 trimmed.

The largest buyer was Samson Capital Advisors, opening a new position worth an estimated $3.83M. The largest seller was Global Endowment Management, cutting an estimated $1.11M.

  • 86 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q3 2015, up from 80 in Q2 2015.
  • Funds reported $91.3M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q3 2015, up 15% quarter-over-quarter.
  • 11 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q3 2015 and 5 closed out, a net change of +6 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q3 2015 was Samson Capital Advisors, an estimated $3.83M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q3 2015 was Global Endowment Management, an estimated $1.11M sold.

Based on aggregated 13F filings for Q3 2015.