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Nuveen AMT-Free Quality Municipal Income Fund

303 hedge funds and large institutions have $1.17B invested in Nuveen AMT-Free Quality Municipal Income Fund in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $1.14B → $1.17B (+$31.9M)

2% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 94

0.24% less ownership

Funds ownership: 34.36%34.12% (-0.24%)

5% less funds holding

Funds holding: 318303 (-15)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

27% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 37

Holders
303
Holders Change
-15
Holders Change %
-4.72%
% of All Funds
4.38%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
27
Increased
96
Reduced
94
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DC
101
Davenport & Co
Virginia
$877K +$43.8K +4,000 +6%
AGA
102
Arkos Global Advisors
Texas
$870K
PAG
103
Private Advisor Group
New Jersey
$841K +$86.3K +7,883 +12%
WFA
104
Wellspring Financial Advisors
Ohio
$837K +$197K +18,000 +33%
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$826K -$23.3K -2,133 -3%
FPFS
106
First Personal Financial Services
North Carolina
$818K +$78.1K +7,135 +11%
BFS
107
Bard Financial Services
Connecticut
$817K
RJT
108
Raymond James Trust
Florida
$782K
SPIA
109
Steward Partners Investment Advisory
New York
$774K +$64.5K +5,893 +10%
AWG
110
Altus Wealth Group
Colorado
$735K -$10.3K -941 -1%
Wealth Enhancement Advisory Services
111
Wealth Enhancement Advisory Services
Minnesota
$699K +$36.8K +3,362 +6%
RIA
112
Realta Investment Advisors
Delaware
$689K +$2.01K +184 +0.3%
SA
113
Sanctuary Advisors
Indiana
$686K +$706K +64,520 New
M
114
MYeCFO
California
$635K -$12K -1,100 -2%
BAM
115
Brave Asset Management
New Jersey
$621K
RWA
116
Redhawk Wealth Advisors
Minnesota
$612K +$7.68K +702 +1%
SL
117
Sentinus LLC
Illinois
$590K +$7.8K +713 +1%
RPA
118
Rock Point Advisors
Vermont
$483K
SWM
119
Spire Wealth Management
Virginia
$479K +$1.88K +172 +0.4%
ICMP
120
Integrated Capital Management (Pennsylvania)
Pennsylvania
$466K +$147K +13,447 +49%
TW
121
TrinityPoint Wealth
Connecticut
$464K -$871K -79,581 -66%
PCA
122
Peddock Capital Advisors
Massachusetts
$452K -$153K -13,950 -26%
Northern Trust
123
Northern Trust
Illinois
$443K +$36.5K +3,336 +9%
Comerica Bank
124
Comerica Bank
Texas
$419K -$61.1K -5,578 -13%
GWMR
125
GC Wealth Management RIA
Massachusetts
$417K -$299K -27,331 -43%

NEA Hedge Fund Activity: Q2 2024 in Review

303 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q2 2024, worth a combined $1.17B — up 2.8% from $1.14B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of NEA and 27 opened new positions — a net loss of 10 holders — while 94 trimmed existing stakes and 96 added.

The largest buyer was Mackay Shields LLC, adding an estimated $21.6M. The largest seller was Bramshill Investments, cutting an estimated $36.7M.

  • 303 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q2 2024, down from 318 in Q1 2024.
  • Funds reported $1.17B of Nuveen AMT-Free Quality Municipal Income Fund stock for Q2 2024, up 2.8% quarter-over-quarter.
  • 27 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q2 2024 and 37 closed out, a net change of -10 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q2 2024 was Mackay Shields LLC, an estimated $21.6M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q2 2024 was Bramshill Investments, an estimated $36.7M sold.

Based on aggregated 13F filings for Q2 2024.