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Nuveen AMT-Free Quality Municipal Income Fund

281 hedge funds and large institutions have $997M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 101 increasing their positions, 62 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 62

22% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 32

12% more capital invested

Capital invested by funds: $893M → $997M (+$104M)

1.06% more ownership

Funds ownership: 21.41%22.47% (+1.1%)

0% more funds holding

Funds holding: 281281 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
281
Holders Change
Holders Change %
0%
% of All Funds
4.93%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
39
Increased
101
Reduced
62
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
101
M&T Bank
New York
$687K -$15.2K -1,029 -2%
OC
102
Oppenheimer & Co
New York
$687K -$4.58K -309 -0.7%
MML Investors Services
103
MML Investors Services
Massachusetts
$679K -$98.2K -6,627 -13%
SFS
104
Sowell Financial Services
Arkansas
$675K +$612K +41,341 +1,285%
MFG
105
Magnus Financial Group
New York
$670K
KP
106
Keel Point
Alabama
$666K -$36.6K -2,469 -5%
WB
107
WesBanco Bank
West Virginia
$653K +$653K +44,066 New
WT
108
Whittier Trust
California
$647K
WCMNY
109
Westchester Capital Management (New York)
New York
$646K -$931K -62,854 -59%
HCM
110
Hollencrest Capital Management
California
$642K -$43.6K -2,946 -6%
WFM
111
Wolff Financial Management
Michigan
$629K +$629K +42,462 New
NCM
112
Next Capital Management
New York
$627K
SCA
113
Snowden Capital Advisors
New York
$587K +$253K +17,105 +76%
GWM
114
Geneos Wealth Management
Colorado
$558K
EW
115
Element Wealth
Mississippi
$549K +$1.04K +70 +0.2%
BF
116
BOK Financial
Oklahoma
$541K +$29.6K +2,000 +6%
SMH
117
Sanders Morris Harris
Texas
$522K
CIAS
118
Capital Investment Advisory Services
North Carolina
$521K -$10.7K -719 -2%
SPC
119
Sigma Planning Corp
Michigan
$518K +$518K +34,977 New
DC
120
Davenport & Co
Virginia
$506K -$126K -8,500 -20%
AWM
121
AE Wealth Management
Kansas
$505K +$96.6K +6,523 +24%
ACP
122
Aviance Capital Partners
Florida
$502K +$502K +33,905 New
MRI
123
Mad River Investors
Massachusetts
$490K
MM
124
Main Management
California
$489K
LJAC
125
L.J. Altfest & Co
New York
$475K +$59 +4 +0%

NEA Hedge Fund Activity: Q1 2021 in Review

281 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q1 2021, worth a combined $997M — up 12% from $893M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new NEA positions and 32 closed out — a net gain of 7 holders — while 101 added to existing stakes and 62 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $46.7M. The largest seller was Wells Fargo, cutting an estimated $7.51M.

  • 281 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $997M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q1 2021, up 12% quarter-over-quarter.
  • 39 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q1 2021 and 32 closed out, a net change of +7 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q1 2021 was Rivernorth Capital Management, an estimated $46.7M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q1 2021 was Wells Fargo, an estimated $7.51M sold.

Based on aggregated 13F filings for Q1 2021.