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Nuveen AMT-Free Quality Municipal Income Fund

303 hedge funds and large institutions have $1.17B invested in Nuveen AMT-Free Quality Municipal Income Fund in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $1.14B → $1.17B (+$31.9M)

2% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 94

0.24% less ownership

Funds ownership: 34.36%34.12% (-0.24%)

5% less funds holding

Funds holding: 318303 (-15)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

27% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 37

Holders
303
Holders Change
-15
Holders Change %
-4.72%
% of All Funds
4.38%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
27
Increased
96
Reduced
94
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
76
Savant Capital
Illinois
$1.85M -$37.7K -3,440 -2%
TWP
77
Tyche Wealth Partners
Texas
$1.84M +$32.2K +2,943 +2%
WAM
78
Wakefield Asset Management
Colorado
$1.81M -$14.3K -1,310 -0.8%
NA
79
NewEdge Advisors
Louisiana
$1.71M -$53.4K -4,878 -3%
MFG
80
Merit Financial Group
Georgia
$1.65M -$304K -27,740 -16%
USCWA
81
U.S. Capital Wealth Advisors
Texas
$1.48M +$1.16M +106,270 +460%
PFA
82
Petra Financial Advisors
Colorado
$1.48M -$20.8K -1,900 -1%
CAM
83
Cresset Asset Management
Illinois
$1.48M +$250K +22,818 +22%
PVM
84
Palogic Value Management
Texas
$1.44M +$129K +11,800 +10%
RP
85
Riverbridge Partners
Minnesota
$1.44M -$296K -27,015 -18%
CCWA
86
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.4M -$156K -14,281 -10%
WB
87
WesBanco Bank
West Virginia
$1.34M +$200K +18,282 +19%
Mariner
88
Mariner
Kansas
$1.28M +$86.6K +7,913 +8%
CCA
89
Childress Capital Advisors
Texas
$1.24M
HCC
90
Hirtle Callaghan & Co
Pennsylvania
$1.23M
SWP
91
Stratos Wealth Partners
Ohio
$1.1M -$46.9K -4,286 -4%
CL
92
Choreo LLC
Illinois
$1.07M +$751K +68,603 +274%
NGA
93
Naples Global Advisors
Florida
$1.07M -$15.6K -1,425 -2%
PFS
94
Prospera Financial Services
Texas
$1.06M -$79.9K -7,297 -7%
AWM
95
Avior Wealth Management
Nebraska
$1.05M +$167K +15,301 +20%
TA
96
Tectonic Advisors
Texas
$1.02M +$13.5K +1,231 +1%
Corient Private Wealth
97
Corient Private Wealth
Florida
$1.01M +$132K +12,077 +16%
EDRIA
98
Edmonds Duncan Registered Investment Advisors
Kansas
$994K -$22.1K -2,015 -2%
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$954K +$382K +34,899 +72%
BCG
100
Breakwater Capital Group
New Jersey
$940K +$377K +34,405 +72%

NEA Hedge Fund Activity: Q2 2024 in Review

303 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q2 2024, worth a combined $1.17B — up 2.8% from $1.14B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of NEA and 27 opened new positions — a net loss of 10 holders — while 94 trimmed existing stakes and 96 added.

The largest buyer was Mackay Shields LLC, adding an estimated $21.6M. The largest seller was Bramshill Investments, cutting an estimated $36.7M.

  • 303 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q2 2024, down from 318 in Q1 2024.
  • Funds reported $1.17B of Nuveen AMT-Free Quality Municipal Income Fund stock for Q2 2024, up 2.8% quarter-over-quarter.
  • 27 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q2 2024 and 37 closed out, a net change of -10 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q2 2024 was Mackay Shields LLC, an estimated $21.6M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q2 2024 was Bramshill Investments, an estimated $36.7M sold.

Based on aggregated 13F filings for Q2 2024.