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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
WB
76
WesBanco Bank
West Virginia
$1.54M +$1.52K +100 +0.1%
ASN
77
Advisory Services Network
Georgia
$1.52M +$99.9K +6,566 +7%
DWM
78
Dakota Wealth Management
Florida
$1.46M -$48.6K -3,193 -3%
RJT
79
Raymond James Trust
Florida
$1.45M +$29K +1,903 +2%
AWG
80
Altus Wealth Group
Colorado
$1.39M +$54.9K +3,610 +4%
HighTower Advisors
81
HighTower Advisors
Illinois
$1.36M -$1.71M -112,365 -56%
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$1.35M +$1.05M +68,908 +388%
CCA
83
Childress Capital Advisors
Texas
$1.27M
BWA
84
BDO Wealth Advisors
Florida
$1.27M -$76.1K -5,000 -6%
SFWA
85
Summit Financial Wealth Advisors
Louisiana
$1.19M
MC
86
Moors & Cabot
Massachusetts
$1.12M -$1.29M -84,913 -54%
SWM
87
Spire Wealth Management
Virginia
$1.02M -$29.6K -1,942 -3%
MIM
88
Meixler Investment Management
Arizona
$975K +$951K +62,489 New
BF
89
BOK Financial
Oklahoma
$927K +$22.1K +1,450 +3%
MML Investors Services
90
MML Investors Services
Massachusetts
$915K +$31.9K +2,099 +4%
Creative Planning
91
Creative Planning
Kansas
$893K -$103K -6,745 -11%
FM
92
Family Management
New York
$891K -$121K -7,952 -12%
EVM
93
Eaton Vance Management
Massachusetts
$849K -$53.2K -3,498 -6%
EDRIA
94
Edmonds Duncan Registered Investment Advisors
Kansas
$846K +$45.6K +2,996 +5%
LPIC
95
LeJeune Puetz Investment Counsel
Michigan
$842K
RIA
96
Realta Investment Advisors
Delaware
$833K +$23.9K +1,569 +3%
HI
97
Harbour Investments
Wisconsin
$786K -$1.56M -102,718 -67%
RWA
98
Redhawk Wealth Advisors
Minnesota
$760K +$10.4K +683 +1%
PCM
99
Pointe Capital Management
Michigan
$748K
RPA
100
Rock Point Advisors
Vermont
$733K

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.