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Nuveen AMT-Free Quality Municipal Income Fund

197 hedge funds and large institutions have $566M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 47 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 47

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

0.94% more ownership

Funds ownership: 15.61%16.55% (+0.94%)

0% more capital invested

Capital invested by funds: $564M → $566M (+$2M)

3% less funds holding

Funds holding: 203197 (-6)

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

Holders
197
Holders Change
-6
Holders Change %
-2.96%
% of All Funds
4.51%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
21
Increased
66
Reduced
47
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
51
WhitTier Trust Company
Nevada
$1.13M -$1.71K -130 -0.1%
RJT
52
Raymond James Trust
Florida
$1.1M +$26.4K +2,000 +2%
Koshinski Asset Management
53
Koshinski Asset Management
Illinois
$1.08M +$608K +46,123 +124%
Creative Planning
54
Creative Planning
Kansas
$1.07M +$60.5K +4,587 +6%
GIA
55
Guyasuta Investment Advisors
Pennsylvania
$1.04M
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$975K +$135K +10,259 +16%
BFA
57
Beaumont Financial Advisors
Massachusetts
$971K +$734K +55,700 +293%
SFWA
58
Summit Financial Wealth Advisors
Louisiana
$949K +$112K +8,500 +13%
BFEC
59
Benjamin F. Edwards & Company
Missouri
$930K +$1.66K +126 +0.2%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$912K -$11.5K -875 -1%
TFS
61
TrustCore Financial Services
Tennessee
$883K -$54.6K -4,144 -6%
KF
62
Krilogy Financial
Missouri
$861K
Truist Financial
63
Truist Financial
North Carolina
$842K +$665K +50,420 +352%
ICA
64
Infrastructure Capital Advisors
New York
$836K
NL
65
NWAM LLC
Washington
$829K -$297K -22,554 -26%
ICM
66
Ionic Capital Management
New York
$824K +$836K +63,390 New
UR
67
USCA RIA
Texas
$790K -$19.5K -1,479 -2%
WAOTB
68
Wealth Advisors of Tampa Bay
Florida
$790K
First Trust Advisors
69
First Trust Advisors
Illinois
$767K +$125K +9,448 +19%
AWA
70
Arete Wealth Advisors
Illinois
$764K +$42.5K +3,226 +6%
HCM
71
Hollencrest Capital Management
California
$636K -$48.8K -3,700 -7%
WS
72
Wedbush Securities
California
$597K +$66.3K +5,027 +12%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$544K -$631K -47,849 -53%
TBA
74
Tower Bridge Advisors
Pennsylvania
$543K
VC
75
Vicus Capital
Pennsylvania
$540K -$64.6K -4,899 -11%

NEA Hedge Fund Activity: Q1 2018 in Review

197 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q1 2018, worth a combined $566M — up 0.35% from $564M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of NEA and 21 opened new positions — a net loss of 4 holders — while 47 trimmed existing stakes and 66 added.

The largest buyer was Karpus Investment Management, adding an estimated $9.96M. The largest seller was Proficio Capital Partners, exiting entirely with an estimated $4.81M sold.

  • 197 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q1 2018, down from 203 in Q4 2017.
  • Funds reported $566M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q1 2018, up 0.35% quarter-over-quarter.
  • 21 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q1 2018 and 25 closed out, a net change of -4 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q1 2018 was Karpus Investment Management, an estimated $9.96M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q1 2018 was Proficio Capital Partners, an estimated $4.81M sold.

Based on aggregated 13F filings for Q1 2018.