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Nuveen AMT-Free Quality Municipal Income Fund

290 hedge funds and large institutions have $1.03B invested in Nuveen AMT-Free Quality Municipal Income Fund in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 99 increasing their positions, 55 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 55

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3% more funds holding

Funds holding: 281290 (+9)

3% more capital invested

Capital invested by funds: $997M → $1.03B (+$31.9M)

0.58% less ownership

Funds ownership: 22.47%21.89% (-0.58%)

Holders
290
Holders Change
+9
Holders Change %
+3.2%
% of All Funds
5.05%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
32
Increased
99
Reduced
55
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
76
Raymond James Trust
Florida
$1.46M +$38K +2,500 +3%
PAG
77
Private Advisor Group
New Jersey
$1.4M +$7.39K +486 +0.5%
AWG
78
Altus Wealth Group
Colorado
$1.34M +$27.4K +1,798 +2%
MAFM
79
Mid Atlantic Financial Management
Pennsylvania
$1.31M +$184K +12,102 +17%
CCA
80
Childress Capital Advisors
Texas
$1.3M
PAS
81
Park Avenue Securities
New York
$1.28M +$78K +5,129 +7%
SFWA
82
Summit Financial Wealth Advisors
Louisiana
$1.21M +$48.7K +3,200 +4%
WB
83
WesBanco Bank
West Virginia
$1.19M +$485K +31,867 +72%
FM
84
Family Management
New York
$1.18M -$157K -10,320 -12%
MC
85
Moors & Cabot
Massachusetts
$1.18M +$30.4K +2,000 +3%
AWA
86
Arete Wealth Advisors
Illinois
$1.15M +$55.3K +3,637 +5%
HFS
87
Horizon Financial Services
North Carolina
$1.14M -$182K -11,974 -14%
SWP
88
Stratos Wealth Partners
Ohio
$1.07M +$699K +45,961 +204%
WTC
89
WhitTier Trust Company
Nevada
$1.02M -$96.7K -6,353 -9%
Citigroup
90
Citigroup
New York
$1.02M -$1.49K -98 -0.2%
SWM
91
Spire Wealth Management
Virginia
$996K +$54.6K +3,592 +6%
EVM
92
Eaton Vance Management
Massachusetts
$929K +$19.7K +1,298 +2%
Creative Planning
93
Creative Planning
Kansas
$926K -$410K -26,929 -31%
EDRIA
94
Edmonds Duncan Registered Investment Advisors
Kansas
$883K -$2.54K -167 -0.3%
MML Investors Services
95
MML Investors Services
Massachusetts
$857K +$134K +8,780 +19%
LPIC
96
LeJeune Puetz Investment Counsel
Michigan
$847K
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
$820K -$10.7K -705 -1%
KOMWMG
98
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$814K +$27.5K +1,808 +4%
RIA
99
Realta Investment Advisors
Delaware
$812K +$776 +51 +0.1%
TFS
100
TrustCore Financial Services
Tennessee
$754K

NEA Hedge Fund Activity: Q2 2021 in Review

290 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q2 2021, worth a combined $1.03B — up 3.2% from $997M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new NEA positions and 21 closed out — a net gain of 11 holders — while 99 added to existing stakes and 55 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $8.62M. The largest seller was Rivernorth Capital Management, cutting an estimated $27.4M.

  • 290 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q2 2021, up from 281 in Q1 2021.
  • Funds reported $1.03B of Nuveen AMT-Free Quality Municipal Income Fund stock for Q2 2021, up 3.2% quarter-over-quarter.
  • 32 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q2 2021 and 21 closed out, a net change of +11 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q2 2021 was Bramshill Investments, an estimated $8.62M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q2 2021 was Rivernorth Capital Management, an estimated $27.4M sold.

Based on aggregated 13F filings for Q2 2021.