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Nuveen AMT-Free Quality Municipal Income Fund

176 hedge funds and large institutions have $434M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2017 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 48 increasing their positions, 39 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 39

16% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 25

2% more funds holding

Funds holding: 173176 (+3)

0.06% less ownership

Funds ownership: 12.44%12.38% (-0.06%)

1% less capital invested

Capital invested by funds: $436M → $434M (-$2.43M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
176
Holders Change
+3
Holders Change %
+1.73%
% of All Funds
4.38%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
29
Increased
48
Reduced
39
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SBIA
101
Sheaff Brock Investment Advisors
Indiana
$247K -$54.1K -4,076 -18%
CWM
102
Cabot Wealth Management
Massachusetts
$242K +$240K +18,100 New
SFG
103
SevenBridge Financial Group
Pennsylvania
$233K +$124K +9,325 +115%
GWM
104
Geneos Wealth Management
Colorado
$224K +$6.51K +490 +3%
KA
105
Kovack Advisors
Florida
$215K -$190K -14,325 -47%
KeyBank National Association
106
KeyBank National Association
Ohio
$213K
LWAC
107
Laurel Wealth Advisors (California)
California
$209K -$8.71K -656 -4%
FUBT
108
First United Bank & Trust
Maryland
$208K
LNWWM
109
Laird Norton Wetherby Wealth Management
California
$208K +$206K +15,536 New
DHFB
110
Dixon Hubard Feinour & Brown
Virginia
$206K
NEPWA
111
New England Private Wealth Advisors
Massachusetts
$196K +$195K +14,642 New
SWP
112
Stratos Wealth Partners
Ohio
$193K +$192K +14,429 New
Truist Financial
113
Truist Financial
North Carolina
$192K +$190K +14,316 New
WEC
114
Winslow Evans & Crocker
Massachusetts
$191K
CRC
115
Curi RMB Capital
Illinois
$188K +$187K +14,062 New
TW
116
Transform Wealth
Colorado
$185K +$2.55K +192 +1%
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
$183K +$182K +13,712 New
CAN
118
Cetera Advisor Networks
California
$181K -$14.4K -1,087 -7%
TJHA
119
Thomas J. Herzfeld Advisors
Florida
$181K +$133K +10,000 +281%
RBC
120
Roble Belko & Company
Pennsylvania
$176K -$103K -7,730 -37%
OC
121
Oppenheimer & Co
New York
$169K +$106 +8 +0.1%
CBTWT
122
Community Bank & Trust (Waco, Texas)
Texas
$165K -$3.98K -300 -2%
NSIM
123
North Star Investment Management
Illinois
$163K
BFG
124
Barber Financial Group
Kansas
$161K
ICOA
125
Investment Centers of America
North Dakota
$153K

NEA Hedge Fund Activity: Q1 2017 in Review

176 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q1 2017, worth a combined $434M — down 0.56% from $436M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new NEA positions and 25 closed out — a net gain of 4 holders — while 48 added to existing stakes and 39 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $10.2M. The largest seller was Oxbow Advisors, exiting entirely with an estimated $16.3M sold.

  • 176 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q1 2017, up from 173 in Q4 2016.
  • Funds reported $434M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q1 2017, down 0.56% quarter-over-quarter.
  • 29 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q1 2017 and 25 closed out, a net change of +4 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q1 2017 was Rivernorth Capital Management, an estimated $10.2M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q1 2017 was Oxbow Advisors, an estimated $16.3M sold.

Based on aggregated 13F filings for Q1 2017.