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Nuveen AMT-Free Quality Municipal Income Fund

290 hedge funds and large institutions have $1.03B invested in Nuveen AMT-Free Quality Municipal Income Fund in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 99 increasing their positions, 55 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 55

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3% more funds holding

Funds holding: 281290 (+9)

3% more capital invested

Capital invested by funds: $997M → $1.03B (+$31.9M)

0.58% less ownership

Funds ownership: 22.47%21.89% (-0.58%)

Holders
290
Holders Change
+9
Holders Change %
+3.2%
% of All Funds
5.05%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
32
Increased
99
Reduced
55
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
101
Pointe Capital Management
Michigan
$753K -$260K -17,114 -26%
RPA
102
Rock Point Advisors
Vermont
$742K -$1.52K -100 -0.2%
OC
103
Oppenheimer & Co
New York
$738K +$9.05K +595 +1%
M&T Bank
104
M&T Bank
New York
$728K
LA
105
LexAurum Advisors
Kansas
$726K +$704K +46,259 New
ARC
106
Advisor Resource Council
Texas
$714K +$692K +45,473 New
MFG
107
Magnus Financial Group
New York
$710K
KP
108
Keel Point
Alabama
$706K
SFS
109
Sowell Financial Services
Arkansas
$702K +$183 +12 +0%
WCMNY
110
Westchester Capital Management (New York)
New York
$684K
ACP
111
Aviance Capital Partners
Florida
$683K +$146K +9,570 +28%
HCM
112
Hollencrest Capital Management
California
$680K +$456 +30 +0.1%
WT
113
Whittier Trust
California
$674K -$10.8K -707 -2%
NCM
114
Next Capital Management
New York
$664K
SCA
115
Snowden Capital Advisors
New York
$626K +$4.52K +297 +0.7%
BFA
116
Bragg Financial Advisors
North Carolina
$588K +$570K +37,466 New
EW
117
Element Wealth
Mississippi
$584K +$1.6K +105 +0.3%
SPC
118
Sigma Planning Corp
Michigan
$563K +$13.3K +874 +2%
DC
119
Davenport & Co
Virginia
$536K
CIAS
120
Capital Investment Advisory Services
North Carolina
$527K -$24.4K -1,602 -5%
MM
121
Main Management
California
$518K
LJAC
122
L.J. Altfest & Co
New York
$503K +$106 +7 +0%
SP
123
Successful Portfolios
Florida
$497K
SI
124
Stephens Inc
Arkansas
$481K -$3.82K -251 -0.8%
LB
125
Leo Brokerage
Texas
$481K

NEA Hedge Fund Activity: Q2 2021 in Review

290 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q2 2021, worth a combined $1.03B — up 3.2% from $997M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new NEA positions and 21 closed out — a net gain of 11 holders — while 99 added to existing stakes and 55 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $8.62M. The largest seller was Rivernorth Capital Management, cutting an estimated $27.4M.

  • 290 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q2 2021, up from 281 in Q1 2021.
  • Funds reported $1.03B of Nuveen AMT-Free Quality Municipal Income Fund stock for Q2 2021, up 3.2% quarter-over-quarter.
  • 32 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q2 2021 and 21 closed out, a net change of +11 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q2 2021 was Bramshill Investments, an estimated $8.62M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q2 2021 was Rivernorth Capital Management, an estimated $27.4M sold.

Based on aggregated 13F filings for Q2 2021.