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Nuveen AMT-Free Quality Municipal Income Fund
NEA

296 hedge funds and large institutions have $839M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 80 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 38

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

21% more capital invested

Capital invested by funds: $692M → $839M (+$147M)

2.85% more ownership

Funds ownership: 21.86% → 24.71% (+2.8%)

2% more funds holding

Funds holding: 290 → 296 (+6)

7% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 86

Holders
296
Holders Change
+6
Holders Change %
+2.07%
% of All Funds
4.76%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
50
Increased
80
Reduced
86
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$65.4M
2
RCM
Rivernorth Capital Management
Florida
+$34.7M
3
HighTower Advisors
HighTower Advisors
Illinois
+$5.12M
4
LSC
Logan Stone Capital
Illinois
+$2.51M
5
BI
Bramshill Investments
Florida
+$2.37M

Top Sellers

1
V
Veritable
Delaware
-$11.6M
2
Morgan Stanley
Morgan Stanley
New York
-$5.98M
3
UBS Group
UBS Group
Switzerland
-$5.79M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$4.17M
5
OA
Oxbow Advisors
Texas
-$4.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
101
Toth Financial Advisory
Virginia
$565K +$542K +49,657 New
Northern Trust
102
Northern Trust
Illinois
$552K -$12.4K -1,136 -2%
SL
103
Sentinus LLC
Illinois
$549K +$8.92K +818 +2%
LPIC
104
LeJeune Puetz Investment Counsel
Michigan
$547K -$119K -10,912 -18%
RWA
105
Redhawk Wealth Advisors
Minnesota
$541K +$8.71K +798 +2%
IA
106
IFP Advisors
Florida
$523K -$217K -19,855 -33%
DC
107
Davenport & Co
Virginia
$518K – – –
M
108
MYeCFO
California
$509K +$489K +44,800 New
RPA
109
Rock Point Advisors
Vermont
$503K +$25.8K +2,368 +6%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$487K +$51.1K +4,685 +12%
OC
111
Oppenheimer & Co
New York
$466K +$57.5K +5,271 +15%
AWM
112
AE Wealth Management
Kansas
$460K +$32.8K +3,005 +8%
WCMNY
113
Westchester Capital Management (New York)
New York
$455K +$436K +40,000 New
EW
114
Element Wealth
Mississippi
$453K +$23.2K +2,126 +6%
HH
115
Hilltop Holdings
Texas
$437K +$54.5K +5,000 +15%
BWA
116
BDO Wealth Advisors
Florida
$435K -$237K -21,740 -36%
SPC
117
Sigma Planning Corp
Michigan
$426K +$40.2K +3,686 +11%
STA
118
Summit Trail Advisors
New York
$426K -$140K -12,805 -25%
DWM
119
Drive Wealth Management
Utah
$416K -$63.1K -5,789 -14%
VVP
120
Venture Visionary Partners
Ohio
$414K -$98.2K -9,000 -20%
SP
121
Successful Portfolios
Florida
$410K +$54.5K +5,000 +16%
CA
122
Cetera Advisors
Colorado
$399K -$1.18K -108 -0.3%
CA
123
CoreCap Advisors
Michigan
$391K +$109K +10,000 +41%
OA
124
Oxbow Advisors
Texas
$388K -$4.09M -374,510 -92%
KPWS
125
Kestra Private Wealth Services
Texas
$379K -$84.2K -7,717 -19%
3 4
5
6 7

NEA Hedge Fund Activity: Q4 2022 in Review

296 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q4 2022, worth a combined $839M — up 21% from $692M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new NEA positions and 38 closed out — a net gain of 12 holders — while 80 added to existing stakes and 86 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $65.4M. The largest seller was Veritable, exiting entirely with an estimated $11.6M sold.

  • 296 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q4 2022, up from 290 in Q3 2022.
  • Funds reported $839M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q4 2022, up 21% quarter-over-quarter.
  • 50 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q4 2022 and 38 closed out, a net change of +12 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q4 2022 was Karpus Investment Management, an estimated $65.4M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q4 2022 was Veritable, an estimated $11.6M sold.

Based on aggregated 13F filings for Q4 2022.