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Nuveen AMT-Free Quality Municipal Income Fund

100 hedge funds and large institutions have $93.5M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2016 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

18% more funds holding

Funds holding: 85100 (+15)

6% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 18

0.5% less ownership

Funds ownership: 8.37%7.87% (-0.5%)

1% less capital invested

Capital invested by funds: $94.9M → $93.5M (-$1.31M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
100
Holders Change
+15
Holders Change %
+17.65%
% of All Funds
2.67%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
19
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
51
Snowden Capital Advisors
New York
$216K +$211K +14,402 New
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$205K +$200K +13,637 New
NFG
53
Nations Financial Group
Iowa
$202K +$2.52K +172 +1%
HK
54
Horizon Kinetics
New York
$202K +$19.6K +1,333 +11%
FUBT
55
First United Bank & Trust
Maryland
$191K
BRF
56
B. Riley Financial
California
$188K
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$184K
AIM
58
Allen Investment Management
New York
$179K
SMH
59
Sanders Morris Harris
Texas
$179K +$27.8K +1,891 +19%
SBIA
60
Sheaff Brock Investment Advisors
Indiana
$169K
IA
61
IFP Advisors
Florida
$165K +$131K +8,955 +435%
HCM
62
Hollencrest Capital Management
California
$163K
CAN
63
Cetera Advisor Networks
California
$161K -$19.8K -1,350 -11%
LNWWM
64
Laird Norton Wetherby Wealth Management
California
$161K +$158K +10,730 New
UR
65
USCA RIA
Texas
$158K
GWM
66
Geneos Wealth Management
Colorado
$157K
CA
67
Cornerstone Advisors
North Carolina
$155K +$151K +10,300 New
Citigroup
68
Citigroup
New York
$127K -$20.8K -1,417 -14%
US Bancorp
69
US Bancorp
Minnesota
$127K
JP Morgan Chase
70
JP Morgan Chase
New York
$123K
AG
71
Advisor Group
Arizona
$110K +$108K +7,375 New
ASN
72
Advisory Services Network
Georgia
$105K +$91.7K +6,243 +844%
SNT
73
Security National Trust
West Virginia
$100K -$39.6K -2,700 -29%
VIA
74
Vantage Investment Advisors
Pennsylvania
$75K +$34.1K +2,322 +86%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$63K

NEA Hedge Fund Activity: Q2 2016 in Review

100 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q2 2016, worth a combined $93.5M — down 1.4% from $94.9M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new NEA positions and 7 closed out — a net gain of 15 holders — while 19 added to existing stakes and 18 trimmed.

The largest buyer was Curi RMB Capital, opening a new position worth an estimated $2.75M. The largest seller was Oak Hill Advisors, exiting entirely with an estimated $7.94M sold.

  • 100 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q2 2016, up from 85 in Q1 2016.
  • Funds reported $93.5M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q2 2016, down 1.4% quarter-over-quarter.
  • 22 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q2 2016 and 7 closed out, a net change of +15 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q2 2016 was Curi RMB Capital, an estimated $2.75M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q2 2016 was Oak Hill Advisors, an estimated $7.94M sold.

Based on aggregated 13F filings for Q2 2016.