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Nuveen AMT-Free Quality Municipal Income Fund

197 hedge funds and large institutions have $566M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 47 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 47

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

0.94% more ownership

Funds ownership: 15.61%16.55% (+0.94%)

0% more capital invested

Capital invested by funds: $564M → $566M (+$2M)

3% less funds holding

Funds holding: 203197 (-6)

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

Holders
197
Holders Change
-6
Holders Change %
-2.96%
% of All Funds
4.51%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
21
Increased
66
Reduced
47
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NMC
101
Nine Masts Capital
Hong Kong
$255K +$258K +19,600 New
SFG
102
SevenBridge Financial Group
Pennsylvania
$253K
IA
103
IFP Advisors
Florida
$249K
TWM
104
Titus Wealth Management
California
$246K +$154K +11,692 +55%
ECM
105
Evergreen Capital Management
Washington
$243K
GWM
106
Geneos Wealth Management
Colorado
$237K -$16K -1,212 -6%
SFS
107
Sowell Financial Services
Arkansas
$235K +$620 +47 +0.3%
LWAC
108
Laurel Wealth Advisors (California)
California
$233K +$25K +1,900 +12%
AWM
109
AE Wealth Management
Kansas
$224K +$227K +17,204 New
DA
110
Doliver Advisors
Texas
$222K -$808K -61,302 -84%
DWM
111
Dynasty Wealth Management
Florida
$212K -$264K -20,000 -55%
CFB
112
Cullen/Frost Bankers
Texas
$210K
LNWWM
113
Laird Norton Wetherby Wealth Management
California
$207K +$41.8K +3,173 +25%
MOS
114
MGO One Seven
Ohio
$206K -$5.4K -410 -3%
CRC
115
Curi RMB Capital
Illinois
$203K
FUBT
116
First United Bank & Trust
Maryland
$202K
ASN
117
Advisory Services Network
Georgia
$200K -$8.91K -676 -4%
SS
118
Sunbelt Securities
Texas
$195K +$198K +15,024 New
NEPWA
119
New England Private Wealth Advisors
Massachusetts
$190K
Millennium Management
120
Millennium Management
New York
$188K +$30.7K +2,328 +19%
DAS
121
Dynamic Advisor Solutions
Arizona
$185K +$187K +14,212 New
ALIONA
122
Allianz Life Insurance of North America
Minnesota
$185K +$235K +17,826 New
PWPS
123
Pinnacle Wealth Planning Services
Ohio
$184K +$155K +11,751 +485%
BHWM
124
Bar Harbor Wealth Management
New Hampshire
$181K
CAN
125
Claraphi Advisory Network
United States
$165K -$28.1K -2,130 -14%

NEA Hedge Fund Activity: Q1 2018 in Review

197 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q1 2018, worth a combined $566M — up 0.35% from $564M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of NEA and 21 opened new positions — a net loss of 4 holders — while 47 trimmed existing stakes and 66 added.

The largest buyer was Karpus Investment Management, adding an estimated $9.96M. The largest seller was Proficio Capital Partners, exiting entirely with an estimated $4.81M sold.

  • 197 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q1 2018, down from 203 in Q4 2017.
  • Funds reported $566M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q1 2018, up 0.35% quarter-over-quarter.
  • 21 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q1 2018 and 25 closed out, a net change of -4 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q1 2018 was Karpus Investment Management, an estimated $9.96M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q1 2018 was Proficio Capital Partners, an estimated $4.81M sold.

Based on aggregated 13F filings for Q1 2018.