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Nuveen AMT-Free Quality Municipal Income Fund

216 hedge funds and large institutions have $734M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2018 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 58 increasing their positions, 53 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 34

11% more capital invested

Capital invested by funds: $659M → $734M (+$75M)

3.45% more ownership

Funds ownership: 19.21%22.66% (+3.4%)

1% more funds holding

Funds holding: 213216 (+3)

9% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 53

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
216
Holders Change
+3
Holders Change %
+1.41%
% of All Funds
4.81%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
40
Increased
58
Reduced
53
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
126
Private Advisor Group
New Jersey
$185K -$8.07K -658 -4%
ECM
127
Evergreen Capital Management
Washington
$181K
NEPWA
128
New England Private Wealth Advisors
Massachusetts
$180K
Koshinski Asset Management
129
Koshinski Asset Management
Illinois
$172K -$1.55M -126,119 -90%
BHWM
130
Bar Harbor Wealth Management
New Hampshire
$172K
AWM
131
AE Wealth Management
Kansas
$165K -$57.6K -4,696 -26%
SS
132
Simplicity Solutions
Minnesota
$165K +$164K +13,408 New
RIA
133
Regal Investment Advisors
Michigan
$163K -$27.2K -2,221 -14%
SS
134
Sunbelt Securities
Texas
$161K -$39.8K -3,244 -20%
CAN
135
Cetera Advisor Networks
California
$160K -$78.9K -6,435 -33%
CCG
136
Ceeto Capital Group
Florida
$160K +$159K +13,000 New
MAS
137
Managed Account Services
Florida
$159K +$152K +12,400 New
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$155K +$134K +10,897 +629%
SVWA
139
Sound View Wealth Advisors
Georgia
$155K +$155K +12,598 New
MA
140
Mutual Advisors
Nebraska
$153K +$6.81K +555 +5%
SB
141
Suntrust Banks
Georgia
$150K -$8.98K -732 -6%
NSIM
142
North Star Investment Management
Illinois
$150K
FUBT
143
First United Bank & Trust
Maryland
$145K
DHFB
144
Dixon Hubard Feinour & Brown
Virginia
$143K
QAM
145
Questar Asset Management
Minnesota
$141K +$140K +11,422 New
MOS
146
MGO One Seven
Ohio
$140K -$38.4K -3,135 -21%
TW
147
Transform Wealth
Colorado
$140K +$1.2K +98 +0.9%
SWM
148
SeaCrest Wealth Management
New York
$136K
HSA
149
HBK Sorce Advisory
Pennsylvania
$133K -$129K -10,537 -49%
DDPIC
150
Deroy & Devereaux Private Investment Counsel
Michigan
$131K -$123K -10,000 -48%

NEA Hedge Fund Activity: Q4 2018 in Review

216 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q4 2018, worth a combined $734M — up 11% from $659M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new NEA positions and 34 closed out — a net gain of 6 holders — while 58 added to existing stakes and 53 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $76M. The largest seller was UBS Group, cutting an estimated $14.3M.

  • 216 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q4 2018, up from 213 in Q3 2018.
  • Funds reported $734M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q4 2018, up 11% quarter-over-quarter.
  • 40 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q4 2018 and 34 closed out, a net change of +6 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q4 2018 was Karpus Investment Management, an estimated $76M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q4 2018 was UBS Group, an estimated $14.3M sold.

Based on aggregated 13F filings for Q4 2018.