We are live on ! Find out more
NEA icon

Nuveen AMT-Free Quality Municipal Income Fund
NEA

303 hedge funds and large institutions have $1.17B invested in Nuveen AMT-Free Quality Municipal Income Fund in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $1.14B → $1.17B (+$31.9M)

2% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 94

0.24% less ownership

Funds ownership: 34.36% → 34.12% (-0.24%)

5% less funds holding

Funds holding: 318 → 303 (-15)

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

27% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 37

Holders
303
Holders Change
-15
Holders Change %
-4.72%
% of All Funds
4.38%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
27
Increased
96
Reduced
94
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MSL
Mackay Shields LLC
New York
+$21.6M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
+$18.2M
3
BlackRock
BlackRock
New York
+$16.3M
4
SIA
Sit Investment Associates
Minnesota
+$6.22M
5
KIM
Karpus Investment Management
New York
+$5.13M

Top Sellers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
-$36.7M
2
LSC
Logan Stone Capital
Illinois
-$17.5M
3
SCM
Saba Capital Management
New York
-$9.85M
4
AA
AQR Arbitrage
Connecticut
-$5.51M
5
RVPG
Relative Value Partners Group
-$4.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
51
Landscape Capital Management
New Jersey
$2.8M -$4.26M -389,205 -61%
KL
52
KIM LLC
Kansas
$2.79M +$1.57M +143,700 +144%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$2.79M -$127K -11,592 -5%
Osaic Holdings
54
Osaic Holdings
Arizona
$2.7M -$649K -59,244 -20%
PAS
55
Park Avenue Securities
New York
$2.69M +$153K +14,017 +6%
Cohen & Steers
56
Cohen & Steers
New York
$2.69M -$164K -15,000 -6%
NMC
57
Nine Masts Capital
Hong Kong
$2.63M -$1.34M -121,965 -35%
Lido Advisors
58
Lido Advisors
California
$2.51M -$276K -25,202 -10%
ITIM
59
Indiana Trust & Investment Management
Indiana
$2.44M – – –
FPCP
60
Fort Point Capital Partners
California
$2.43M +$389K +35,555 +20%
MPW
61
Melone Private Wealth
Michigan
$2.39M +$49.2K +4,494 +2%
JWM
62
Jupiter Wealth Management
Colorado
$2.37M -$21.9K -2,000 -1%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$2.36M -$450K -41,072 -17%
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$2.16M +$315K +28,782 +18%
KAS
65
Kestra Advisory Services
Texas
$2.13M +$101K +9,201 +5%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$2.12M +$13.9K +1,273 +0.7%
RC
67
Rareview Capital
Nevada
$2.12M -$24K -2,189 -1%
LWL
68
Leo Wealth LLC
Texas
$2.03M +$1.94M +176,855 New
GP
69
Gridiron Partners
Pennsylvania
$2M – – –
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$1.98M -$445K -40,616 -19%
RIL
71
Rothschild Investment LLC
Illinois
$1.95M -$8.87K -810 -0.5%
SWA
72
Stratos Wealth Advisors
Ohio
$1.95M +$1.86M +170,048 New
FCH
73
Freestone Capital Holdings
Washington
$1.95M -$2.11M -192,700 -53%
WA
74
Waverly Advisors
Alabama
$1.86M +$956K +87,307 +116%
Invesco
75
Invesco
Georgia
$1.86M -$16.7K -1,527 -0.9%
1 2
3
4 5

NEA Hedge Fund Activity: Q2 2024 in Review

303 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q2 2024, worth a combined $1.17B — up 2.8% from $1.14B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of NEA and 27 opened new positions — a net loss of 10 holders — while 94 trimmed existing stakes and 96 added.

The largest buyer was Mackay Shields LLC, adding an estimated $21.6M. The largest seller was Bramshill Investments, cutting an estimated $36.7M.

  • 303 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q2 2024, down from 318 in Q1 2024.
  • Funds reported $1.17B of Nuveen AMT-Free Quality Municipal Income Fund stock for Q2 2024, up 2.8% quarter-over-quarter.
  • 27 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q2 2024 and 37 closed out, a net change of -10 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q2 2024 was Mackay Shields LLC, an estimated $21.6M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q2 2024 was Bramshill Investments, an estimated $36.7M sold.

Based on aggregated 13F filings for Q2 2024.