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Nuveen AMT-Free Quality Municipal Income Fund
NEA

308 hedge funds and large institutions have $1.06B invested in Nuveen AMT-Free Quality Municipal Income Fund in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 112 increasing their positions, 66 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 66

27% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 33

2% more funds holding

Funds holding: 303 → 308 (+5)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

4.44% less ownership

Funds ownership: 34.12% → 29.68% (-4.4%)

9% less capital invested

Capital invested by funds: $1.17B → $1.06B (-$109M)

Holders
308
Holders Change
+5
Holders Change %
+1.65%
% of All Funds
4.42%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
42
Increased
112
Reduced
66
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$17M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$8.98M
3
UBS Group
UBS Group
Switzerland
+$5.66M
4
MGAM
McGowan Group Asset Management
Texas
+$4.84M
5
MAM
Milestone Asset Management
Pennsylvania
+$4.77M

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$121M
2
SCM
Saba Capital Management
New York
-$34.3M
3
RCM
Rivernorth Capital Management
Florida
-$13.1M
4
SIA
Sit Investment Associates
Minnesota
-$11M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$10.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$972K +$234K +20,169 +33%
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$944K +$73.7K +6,339 +9%
AGA
103
Arkos Global Advisors
Texas
$908K – – –
AGM
104
Alpine Global Management
New York
$838K +$814K +70,000 New
RJT
105
Raymond James Trust
Florida
$817K – – –
FPFS
106
First Personal Financial Services
North Carolina
$809K -$44.3K -3,808 -5%
BFS
107
Bard Financial Services
Connecticut
$778K -$72.6K -6,250 -9%
SA
108
Sanctuary Advisors
Indiana
$774K +$24.4K +2,103 +3%
GWMR
109
GC Wealth Management RIA
Massachusetts
$746K +$301K +25,899 +71%
GM
110
GeoWealth Management
Illinois
$746K +$301K +25,899 +71%
NW
111
NewEdge Wealth
Pennsylvania
$743K +$721K +62,050 New
AWG
112
Altus Wealth Group
Colorado
$666K -$99K -8,519 -13%
M
113
MYeCFO
California
$651K -$11.6K -1,000 -2%
RWA
114
Redhawk Wealth Advisors
Minnesota
$650K +$11.2K +965 +2%
BAM
115
Brave Asset Management
New Jersey
$649K – – –
Millennium Management
116
Millennium Management
New York
$648K +$629K +54,120 New
MG
117
Marex Group
$634K +$337K +29,000 +121%
SL
118
Sentinus LLC
Illinois
$624K +$7.61K +655 +1%
WFA
119
Wellspring Financial Advisors
Ohio
$607K -$259K -22,300 -31%
US Bancorp
120
US Bancorp
Minnesota
$511K +$205K +17,650 +70%
SWM
121
Spire Wealth Management
Virginia
$503K +$2.77K +238 +0.6%
ICMP
122
Integrated Capital Management (Pennsylvania)
Pennsylvania
$494K +$7.65K +658 +2%
TW
123
TrinityPoint Wealth
Connecticut
$485K +$453 +39 +0.1%
SWM
124
Silverlake Wealth Management
Vermont
$485K +$156K +13,433 +50%
RPA
125
Rock Point Advisors
Vermont
$480K -$23.2K -2,000 -5%
3 4
5
6 7

NEA Hedge Fund Activity: Q3 2024 in Review

308 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q3 2024, worth a combined $1.06B — down 9.3% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new NEA positions and 33 closed out — a net gain of 9 holders — while 112 added to existing stakes and 66 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $17M. The largest seller was Karpus Investment Management, cutting an estimated $121M.

  • 308 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q3 2024, up from 303 in Q2 2024.
  • Funds reported $1.06B of Nuveen AMT-Free Quality Municipal Income Fund stock for Q3 2024, down 9.3% quarter-over-quarter.
  • 42 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q3 2024 and 33 closed out, a net change of +9 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q3 2024 was Bramshill Investments, an estimated $17M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q3 2024 was Karpus Investment Management, an estimated $121M sold.

Based on aggregated 13F filings for Q3 2024.