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Nuveen AMT-Free Quality Municipal Income Fund

310 hedge funds and large institutions have $1.01B invested in Nuveen AMT-Free Quality Municipal Income Fund in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 105 increasing their positions, 56 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 27

88% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 56

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

8% more funds holding

Funds holding: 288310 (+22)

5% more capital invested

Capital invested by funds: $957M → $1.01B (+$48.3M)

0.5% more ownership

Funds ownership: 21.09%21.59% (+0.5%)

Holders
310
Holders Change
+22
Holders Change %
+7.64%
% of All Funds
4.77%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
52
Increased
105
Reduced
56
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$3.03M -$157K -10,292 -5%
Mariner
52
Mariner
Kansas
$3.02M -$33.7K -2,216 -1%
EW
53
Evoke Wealth
California
$2.73M +$1.14K +75 +0%
CAN
54
Cetera Advisor Networks
California
$2.69M +$2.31K +152 +0.1%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$2.62M +$90.7K +5,961 +4%
SC
56
Savant Capital
Illinois
$2.57M +$19.8K +1,300 +0.8%
Allspring Global Investments
57
Allspring Global Investments
North Carolina
$2.49M +$2.43M +159,525 New
First Trust Advisors
58
First Trust Advisors
Illinois
$2.48M +$43.9K +2,883 +2%
UCFA
59
United Capital Financial Advisors
Texas
$2.48M
DADC
60
D.A. Davidson & Co
Montana
$2.47M +$339K +22,260 +16%
PAG
61
Private Advisor Group
New Jersey
$2.43M +$3.67K +241 +0.2%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$2.42M +$1.2M +78,683 +103%
NA
63
NewEdge Advisors
Louisiana
$2.23M +$1.97M +129,758 +1,005%
AWA
64
Arete Wealth Advisors
Illinois
$2.17M +$960K +63,103 +83%
DLG
65
Daniel L. Goodwin
$2.11M
Fiera Capital (Canada)
66
Fiera Capital (Canada)
Quebec, Canada
$2.09M +$2.04M +133,846 New
SWP
67
Stratos Wealth Partners
Ohio
$2.08M +$497K +32,652 +32%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$2.03M -$156K -10,234 -7%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$1.79M -$12K -786 -0.7%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$1.75M +$30.2K +1,982 +2%
SFG
71
StrategIQ Financial Group
Indiana
$1.64M +$58K +3,810 +4%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$1.63M
Invesco
73
Invesco
Georgia
$1.63M -$696K -45,721 -30%
BCMIO
74
Beacon Capital Management Inc (Ohio)
Ohio
$1.56M +$304K +20,000 +25%
MPW
75
Melone Private Wealth
Michigan
$1.54M +$1.5M +98,889 New

NEA Hedge Fund Activity: Q4 2021 in Review

310 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q4 2021, worth a combined $1.01B — up 5% from $957M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new NEA positions and 27 closed out — a net gain of 25 holders — while 105 added to existing stakes and 56 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $8.82M. The largest seller was Citadel Advisors, exiting entirely with an estimated $16.5M sold.

  • 310 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q4 2021, up from 288 in Q3 2021.
  • Funds reported $1.01B of Nuveen AMT-Free Quality Municipal Income Fund stock for Q4 2021, up 5% quarter-over-quarter.
  • 52 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q4 2021 and 27 closed out, a net change of +25 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q4 2021 was Rivernorth Capital Management, an estimated $8.82M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q4 2021 was Citadel Advisors, an estimated $16.5M sold.

Based on aggregated 13F filings for Q4 2021.