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Nuveen AMT-Free Quality Municipal Income Fund

176 hedge funds and large institutions have $434M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2017 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 48 increasing their positions, 39 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 39

16% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 25

2% more funds holding

Funds holding: 173176 (+3)

0.06% less ownership

Funds ownership: 12.44%12.38% (-0.06%)

1% less capital invested

Capital invested by funds: $436M → $434M (-$2.43M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
176
Holders Change
+3
Holders Change %
+1.73%
% of All Funds
4.38%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
29
Increased
48
Reduced
39
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IH
126
IFC Holdings
Florida
$152K +$152K +11,419 New
Citigroup
127
Citigroup
New York
$151K -$69.7K -5,250 -32%
BFA
128
Beaumont Financial Advisors
Massachusetts
$151K
CFB
129
Cullen/Frost Bankers
Texas
$149K -$164K -12,340 -53%
CBA
130
Coastal Bridge Advisors
Connecticut
$148K -$93.7K -7,051 -39%
CAG
131
Crestwood Advisors Group
Massachusetts
$146K +$143K +10,800 New
SSWM
132
Sheets Smith Wealth Management
North Carolina
$142K
HPC
133
HM Payson & Co
Maine
$141K
BCP
134
Berkeley Capital Partners
Georgia
$136K
OLA
135
Oliver Luxxe Assets
New Jersey
$136K
NFG
136
Next Financial Group
Texas
$126K -$47.4K -3,569 -28%
MAS
137
Madden Advisory Services
Florida
$109K +$109K +8,212 New
IIC
138
Integrated Investment Consultants
Michigan
$103K
PFO
139
Pathstone Family Office
New Jersey
$103K +$103K +7,744 New
WB
140
Webster Bank
Connecticut
$100K
HI
141
Hudock Inc
Pennsylvania
$77K +$717 +54 +0.9%
BKA
142
Brick & Kyle Associates
Pennsylvania
$69K
RFM
143
Royal Fund Management
Florida
$66K -$9.19K -692 -12%
PFSC
144
Peoples Financial Services Corp
Pennsylvania
$61K +$15.7K +1,179 +35%
EFSCE
145
Enterprise Financial Services Corp (EFSC)
Missouri
$55K
HT
146
Heritage Trust
Oklahoma
$43K +$42.9K +3,229 New
VIA
147
Vantage Investment Advisors
Pennsylvania
$42K +$332 +25 +0.8%
RAM
148
Riggs Asset Management
Pennsylvania
$39K -$18.2K -1,372 -32%
LCM
149
Liberty Capital Management
Michigan
$38K
PFGIA
150
Patriot Financial Group Insurance Agency
Massachusetts
$35K +$28.6K +2,150 +444%

NEA Hedge Fund Activity: Q1 2017 in Review

176 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q1 2017, worth a combined $434M — down 0.56% from $436M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new NEA positions and 25 closed out — a net gain of 4 holders — while 48 added to existing stakes and 39 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $10.2M. The largest seller was Oxbow Advisors, exiting entirely with an estimated $16.3M sold.

  • 176 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q1 2017, up from 173 in Q4 2016.
  • Funds reported $434M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q1 2017, down 0.56% quarter-over-quarter.
  • 29 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q1 2017 and 25 closed out, a net change of +4 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q1 2017 was Rivernorth Capital Management, an estimated $10.2M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q1 2017 was Oxbow Advisors, an estimated $16.3M sold.

Based on aggregated 13F filings for Q1 2017.