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Nuveen AMT-Free Quality Municipal Income Fund
NEA

296 hedge funds and large institutions have $839M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 80 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 38

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

21% more capital invested

Capital invested by funds: $692M → $839M (+$147M)

2.85% more ownership

Funds ownership: 21.86% → 24.71% (+2.8%)

2% more funds holding

Funds holding: 290 → 296 (+6)

7% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 86

Holders
296
Holders Change
+6
Holders Change %
+2.07%
% of All Funds
4.76%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
50
Increased
80
Reduced
86
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$65.4M
2
RCM
Rivernorth Capital Management
Florida
+$34.7M
3
HighTower Advisors
HighTower Advisors
Illinois
+$5.12M
4
LSC
Logan Stone Capital
Illinois
+$2.51M
5
BI
Bramshill Investments
Florida
+$2.37M

Top Sellers

1
V
Veritable
Delaware
-$11.6M
2
Morgan Stanley
Morgan Stanley
New York
-$5.98M
3
UBS Group
UBS Group
Switzerland
-$5.79M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$4.17M
5
OA
Oxbow Advisors
Texas
-$4.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
76
StrategIQ Financial Group
Indiana
$1.11M -$202K -18,496 -16%
WB
77
WesBanco Bank
West Virginia
$1.1M +$183K +16,757 +21%
Mariner
78
Mariner
Kansas
$1.1M -$1.31M -119,716 -55%
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$1.03M -$731K -67,027 -43%
RJT
80
Raymond James Trust
Florida
$1.01M – – –
WAM
81
Weiss Asset Management
Massachusetts
$1M +$963K +88,328 New
TA
82
Tectonic Advisors
Texas
$1M -$54.5K -5,000 -5%
AWG
83
Altus Wealth Group
Colorado
$967K -$3.7K -339 -0.4%
EDRIA
84
Edmonds Duncan Registered Investment Advisors
Kansas
$856K -$35.9K -3,290 -4%
ASN
85
Advisory Services Network
Georgia
$810K +$535K +49,061 +221%
CAN
86
Cetera Advisor Networks
California
$797K +$279K +25,606 +58%
CA
87
Cresta Advisors
Texas
$796K +$764K +70,000 New
BF
88
BOK Financial
Oklahoma
$722K +$4.36K +400 +0.6%
MML Investors Services
89
MML Investors Services
Massachusetts
$716K -$131K -12,000 -16%
MSWM
90
McGlone Suttner Wealth Management
Wisconsin
$707K +$678K +62,171 New
SWM
91
Spire Wealth Management
Virginia
$693K +$371K +34,050 +127%
SFWA
92
Summit Financial Wealth Advisors
Louisiana
$681K -$83.9K -7,691 -11%
M&T Bank
93
M&T Bank
New York
$652K +$48.7K +4,469 +8%
TW
94
Transform Wealth
Colorado
$651K +$482K +44,206 +340%
IAIM
95
International Assets Investment Management
Florida
$649K +$622K +57,042 New
SI
96
Stephens Inc
Arkansas
$643K +$490K +44,884 +385%
RIA
97
Realta Investment Advisors
Delaware
$621K -$18.1K -1,663 -3%
SFS
98
Sowell Financial Services
Arkansas
$610K +$1.56K +143 +0.3%
Creative Planning
99
Creative Planning
Kansas
$591K -$4.29K -393 -0.7%
First Trust Advisors
100
First Trust Advisors
Illinois
$581K -$169K -15,450 -23%
2 3
4
5 6

NEA Hedge Fund Activity: Q4 2022 in Review

296 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q4 2022, worth a combined $839M — up 21% from $692M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new NEA positions and 38 closed out — a net gain of 12 holders — while 80 added to existing stakes and 86 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $65.4M. The largest seller was Veritable, exiting entirely with an estimated $11.6M sold.

  • 296 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q4 2022, up from 290 in Q3 2022.
  • Funds reported $839M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q4 2022, up 21% quarter-over-quarter.
  • 50 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q4 2022 and 38 closed out, a net change of +12 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q4 2022 was Karpus Investment Management, an estimated $65.4M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q4 2022 was Veritable, an estimated $11.6M sold.

Based on aggregated 13F filings for Q4 2022.