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Nuveen AMT-Free Quality Municipal Income Fund

310 hedge funds and large institutions have $1.01B invested in Nuveen AMT-Free Quality Municipal Income Fund in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 105 increasing their positions, 56 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 27

88% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 56

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

8% more funds holding

Funds holding: 288310 (+22)

5% more capital invested

Capital invested by funds: $957M → $1.01B (+$48.3M)

0.5% more ownership

Funds ownership: 21.09%21.59% (+0.5%)

Holders
310
Holders Change
+22
Holders Change %
+7.64%
% of All Funds
4.77%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
52
Increased
105
Reduced
56
Closed
27
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
$724K
LA
102
LexAurum Advisors
Kansas
$722K
DC
103
Davenport & Co
Virginia
$706K
MFG
104
Magnus Financial Group
New York
$706K +$959 +63 +0.1%
KP
105
Keel Point
Alabama
$701K
ARC
106
Advisor Resource Council
Texas
$697K +$680K +44,687 New
SCA
107
Snowden Capital Advisors
New York
$696K +$6.09K +400 +0.9%
DWM
108
Drive Wealth Management
Utah
$694K +$677K +44,489 New
WFM
109
Wolff Financial Management
Michigan
$685K +$669K +43,935 New
OC
110
Oppenheimer & Co
New York
$684K -$10.6K -696 -2%
CAN
111
Claraphi Advisory Network
United States
$684K +$164K +10,746 +32%
HCM
112
Hollencrest Capital Management
California
$677K +$472 +31 +0.1%
CA
113
Cetera Advisors
Colorado
$612K +$147K +9,678 +33%
SPC
114
Sigma Planning Corp
Michigan
$606K +$37.7K +2,475 +7%
SFS
115
Sowell Financial Services
Arkansas
$599K -$94.6K -6,214 -14%
EW
116
Element Wealth
Mississippi
$584K +$2.13K +140 +0.4%
BFA
117
Bragg Financial Advisors
North Carolina
$569K
WT
118
Whittier Trust
California
$569K +$174K +11,434 +46%
SP
119
Successful Portfolios
Florida
$561K +$9.13K +600 +2%
KPWS
120
Kestra Private Wealth Services
Texas
$561K +$234K +15,383 +75%
PFS
121
Prospera Financial Services
Texas
$556K +$26.3K +1,728 +5%
IFG
122
Independent Financial Group
California
$544K -$36.4K -2,390 -6%
AC
123
Aristides Capital
Kentucky
$532K +$519K +34,112 New
SFG
124
SevenBridge Financial Group
Pennsylvania
$526K +$206K +13,512 +67%
CIAS
125
Capital Investment Advisory Services
North Carolina
$513K -$10.9K -717 -2%

NEA Hedge Fund Activity: Q4 2021 in Review

310 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q4 2021, worth a combined $1.01B — up 5% from $957M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new NEA positions and 27 closed out — a net gain of 25 holders — while 105 added to existing stakes and 56 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $8.82M. The largest seller was Citadel Advisors, exiting entirely with an estimated $16.5M sold.

  • 310 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q4 2021, up from 288 in Q3 2021.
  • Funds reported $1.01B of Nuveen AMT-Free Quality Municipal Income Fund stock for Q4 2021, up 5% quarter-over-quarter.
  • 52 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q4 2021 and 27 closed out, a net change of +25 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q4 2021 was Rivernorth Capital Management, an estimated $8.82M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q4 2021 was Citadel Advisors, an estimated $16.5M sold.

Based on aggregated 13F filings for Q4 2021.