We are live on ! Find out more
NEA icon

Nuveen AMT-Free Quality Municipal Income Fund
NEA

251 hedge funds and large institutions have $891M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 79 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

61% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 49

6% more funds holding

Funds holding: 237 → 251 (+14)

2.05% less ownership

Funds ownership: 24.29% → 22.24% (-2%)

5% less capital invested

Capital invested by funds: $941M → $891M (-$49.4M)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
251
Holders Change
+14
Holders Change %
+5.91%
% of All Funds
5.06%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
27
Increased
79
Reduced
49
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$23.1M
2
JP Morgan Chase
JP Morgan Chase
New York
+$3.57M
3
V
Veritable
Delaware
+$3.29M
4
UBS Group
UBS Group
Switzerland
+$2.42M
5
Stifel Financial
Stifel Financial
Missouri
+$1.68M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$45.9M
2
RCM
Rivernorth Capital Management
Florida
-$26M
3
KIM
Karpus Investment Management
New York
-$24.5M
4
BlackRock
BlackRock
New York
-$17.6M
5
SIA
Sit Investment Associates
Minnesota
-$8.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
51
Claybrook Capital
Massachusetts
$2.64M – – –
1832 Asset Management
52
1832 Asset Management
Ontario, Canada
$2.4M – – –
SC
53
Savant Capital
Illinois
$2.38M +$1.02K +71 +0%
WCMNY
54
Westchester Capital Management (New York)
New York
$2.3M -$116K -8,086 -5%
CIBC Private Wealth Group
55
CIBC Private Wealth Group
Georgia
$2.28M +$754K +52,514 +49%
UCFA
56
United Capital Financial Advisors
Texas
$2.26M -$129K -9,008 -5%
WAOTB
57
Wealth Advisors of Tampa Bay
Florida
$2.14M +$237K +16,550 +12%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$2.02M +$104K +7,269 +5%
SCA
59
Stonebridge Capital Advisors
Minnesota
$1.96M – – –
DLG
60
Daniel L. Goodwin
$1.94M – – –
EW
61
Evoke Wealth
California
$1.81M +$459K +31,960 +34%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$1.78M -$583K -40,611 -25%
IWM
63
IHT Wealth Management
Illinois
$1.67M +$1.25M +87,249 +302%
JWM
64
Jupiter Wealth Management
Colorado
$1.64M +$122K +8,500 +8%
SFG
65
StrategIQ Financial Group
Indiana
$1.48M -$30.9K -2,150 -2%
FM
66
Family Management
New York
$1.45M -$146K -10,154 -9%
First Trust Advisors
67
First Trust Advisors
Illinois
$1.41M +$75.1K +5,231 +6%
DADC
68
D.A. Davidson & Co
Montana
$1.3M +$106K +7,384 +9%
STA
69
Summit Trail Advisors
New York
$1.24M -$53.2K -3,705 -4%
SFWA
70
Summit Financial Wealth Advisors
Louisiana
$1.17M – – –
KAS
71
Kestra Advisory Services
Texas
$1.15M +$1.14M +79,517 New
Creative Planning
72
Creative Planning
Kansas
$1.13M -$185K -12,906 -14%
RJT
73
Raymond James Trust
Florida
$1.13M – – –
HFS
74
Horizon Financial Services
North Carolina
$1.13M +$1.13M +78,516 New
WTC
75
WhitTier Trust Company
Nevada
$1.1M – – –
1 2
3
4 5

NEA Hedge Fund Activity: Q3 2020 in Review

251 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q3 2020, worth a combined $891M — down 5.3% from $941M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new NEA positions and 12 closed out — a net gain of 15 holders — while 79 added to existing stakes and 49 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $23.1M. The largest seller was Wells Fargo, cutting an estimated $45.9M.

  • 251 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q3 2020, up from 237 in Q2 2020.
  • Funds reported $891M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q3 2020, down 5.3% quarter-over-quarter.
  • 27 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q3 2020 and 12 closed out, a net change of +15 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q3 2020 was Bramshill Investments, an estimated $23.1M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q3 2020 was Wells Fargo, an estimated $45.9M sold.

Based on aggregated 13F filings for Q3 2020.