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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
DC
76
Davenport & Co
Virginia
$522K -$98.9K -7,500 -16%
SLA
77
Silver Lake Advisory
Utah
$506K -$67.7K -5,137 -12%
WB
78
WesBanco Bank
West Virginia
$499K
AllianceBernstein
79
AllianceBernstein
Tennessee
$468K
Baird Financial Group
80
Baird Financial Group
Wisconsin
$451K +$314K +23,784 +218%
MRI
81
Mad River Investors
Massachusetts
$430K
US Bancorp
82
US Bancorp
Minnesota
$407K -$17.5K -1,327 -4%
KM
83
Kalos Management
Georgia
$400K
SP
84
Successful Portfolios
Florida
$386K -$9.23K -700 -2%
EGA
85
Eagle Global Advisors
Texas
$371K -$26.4K -2,000 -7%
EWA
86
EP Wealth Advisors
California
$370K -$114K -8,614 -23%
SBIA
87
Sheaff Brock Investment Advisors
Indiana
$351K -$2.32K -176 -0.6%
Mariner
88
Mariner
Kansas
$334K -$19.5K -1,477 -5%
OC
89
Oppenheimer & Co
New York
$332K +$6.62K +502 +2%
MML Investors Services
90
MML Investors Services
Massachusetts
$327K -$99.9K -7,581 -23%
AA
91
AQR Arbitrage
Connecticut
$326K +$44.2K +3,351 +15%
GBA
92
Garrison Bradford & Associates
New York
$325K
IWM
93
IHT Wealth Management
Illinois
$321K
SWP
94
Stratos Wealth Partners
Ohio
$302K +$112K +8,522 +58%
HSA
95
HBK Sorce Advisory
Pennsylvania
$288K -$84K -6,370 -22%
HVIA
96
Hudson Valley Investment Advisors
New York
$286K
MA
97
Mutual Advisors
Nebraska
$285K +$71.8K +5,448 +33%
PMG
98
ProVise Management Group
Florida
$263K
SPC
99
Sigma Planning Corp
Michigan
$258K +$580 +44 +0.2%
SSB
100
Sandy Spring Bank
Maryland
$255K

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.