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Nuveen AMT-Free Quality Municipal Income Fund
NEA

281 hedge funds and large institutions have $997M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 101 increasing their positions, 62 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 62

22% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 32

12% more capital invested

Capital invested by funds: $893M → $997M (+$104M)

1.06% more ownership

Funds ownership: 21.41% → 22.47% (+1.1%)

0% more funds holding

Funds holding: 281 → 281 (0)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
281
Holders Change
–
Holders Change %
0%
% of All Funds
4.93%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
39
Increased
101
Reduced
62
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$46.7M
2
PPA
Parametric Portfolio Associates
Washington
+$34.9M
3
V
Veritable
Delaware
+$5.75M
4
KIM
Karpus Investment Management
New York
+$5.47M
5
MSL
Mackay Shields LLC
New York
+$4.49M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$7.51M
2
HighTower Advisors
HighTower Advisors
Illinois
-$4.65M
3
Morgan Stanley
Morgan Stanley
New York
-$3.51M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$2.5M
5
COLIM
City of London Investment Management
United Kingdom
-$2.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
76
Private Advisor Group
New Jersey
$1.31M +$388K +26,182 +42%
Creative Planning
77
Creative Planning
Kansas
$1.27M +$63.4K +4,279 +5%
FM
78
Family Management
New York
$1.26M -$135K -9,092 -10%
AWG
79
Altus Wealth Group
Colorado
$1.26M – – –
HFS
80
Horizon Financial Services
North Carolina
$1.25M +$86.5K +5,842 +7%
CCA
81
Childress Capital Advisors
Texas
$1.23M +$1.18M +79,700 +2,657%
ASN
82
Advisory Services Network
Georgia
$1.14M +$59.1K +3,987 +5%
PAS
83
Park Avenue Securities
New York
$1.13M +$81.2K +5,479 +8%
SFWA
84
Summit Financial Wealth Advisors
Louisiana
$1.11M +$66.7K +4,500 +6%
MC
85
Moors & Cabot
Massachusetts
$1.08M +$384K +25,913 +55%
MAFM
86
Mid Atlantic Financial Management
Pennsylvania
$1.06M -$31.2K -2,108 -3%
WTC
87
WhitTier Trust Company
Nevada
$1.06M – – –
AWA
88
Arete Wealth Advisors
Illinois
$1.06M +$59.2K +3,996 +6%
Citigroup
89
Citigroup
New York
$965K +$118K +7,971 +14%
PCM
90
Pointe Capital Management
Michigan
$964K +$964K +65,054 New
SWM
91
Spire Wealth Management
Virginia
$887K +$887K +59,843 New
EVM
92
Eaton Vance Management
Massachusetts
$857K – – –
EDRIA
93
Edmonds Duncan Registered Investment Advisors
Kansas
$836K -$19.2K -1,298 -2%
LPIC
94
LeJeune Puetz Investment Counsel
Michigan
$800K +$800K +53,972 New
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$785K +$4.65K +314 +0.6%
RIA
96
Realta Investment Advisors
Delaware
$765K +$765K +51,643 New
KOMWMG
97
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$741K +$60.9K +4,113 +9%
TFS
98
TrustCore Financial Services
Tennessee
$711K – – –
RPA
99
Rock Point Advisors
Vermont
$702K -$16.3K -1,100 -2%
WS
100
Wedbush Securities
California
$697K +$399K +26,949 +134%
2 3
4
5 6

NEA Hedge Fund Activity: Q1 2021 in Review

281 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q1 2021, worth a combined $997M — up 12% from $893M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new NEA positions and 32 closed out — a net gain of 7 holders — while 101 added to existing stakes and 62 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $46.7M. The largest seller was Wells Fargo, cutting an estimated $7.51M.

  • 281 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $997M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q1 2021, up 12% quarter-over-quarter.
  • 39 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q1 2021 and 32 closed out, a net change of +7 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q1 2021 was Rivernorth Capital Management, an estimated $46.7M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q1 2021 was Wells Fargo, an estimated $7.51M sold.

Based on aggregated 13F filings for Q1 2021.