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Nuveen AMT-Free Quality Municipal Income Fund
NEA

215 hedge funds and large institutions have $786M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 41 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 41

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

12% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 26

7% more capital invested

Capital invested by funds: $734M → $786M (+$51.7M)

0.22% less ownership

Funds ownership: 22.66% → 22.44% (-0.22%)

0% less funds holding

Funds holding: 216 → 215 (-1)

Holders
215
Holders Change
-1
Holders Change %
-0.46%
% of All Funds
4.65%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
29
Increased
63
Reduced
41
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$10.5M
2
SIA
Sit Investment Associates
Minnesota
+$3.43M
3
PCP
Proficio Capital Partners
Massachusetts
+$2.47M
4
CC
Claybrook Capital
Massachusetts
+$2.38M
5
COLIM
City of London Investment Management
United Kingdom
+$2.04M

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$14.8M
2
KIM
Karpus Investment Management
New York
-$6.72M
3
Wells Fargo
Wells Fargo
California
-$6.22M
4
LCM
Landscape Capital Management
New Jersey
-$3.08M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$2.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
126
AE Wealth Management
Kansas
$197K +$17K +1,309 +10%
SS
127
Simplicity Solutions
Minnesota
$197K +$17K +1,309 +10%
NEPWA
128
New England Private Wealth Advisors
Massachusetts
$196K – – –
BHWM
129
Bar Harbor Wealth Management
New Hampshire
$187K – – –
MOS
130
MGO One Seven
Ohio
$185K +$31.8K +2,449 +21%
BAS
131
Brown Advisory Securities
Maryland
$180K +$174K +13,374 New
SPIA
132
Steward Partners Investment Advisory
New York
$175K +$171K +13,166 New
GBA
133
Garrison Bradford & Associates
New York
$174K -$91K -7,000 -35%
CCG
134
Ceeto Capital Group
Florida
$174K – – –
SS
135
Sunbelt Securities
Texas
$173K -$1.4K -108 -0.8%
CAN
136
Cetera Advisor Networks
California
$172K – – –
PWPS
137
Pinnacle Wealth Planning Services
Ohio
$170K +$165K +12,727 New
SVWA
138
Sound View Wealth Advisors
Georgia
$163K -$4.96K -382 -3%
ECM
139
Evergreen Capital Management
Washington
$163K – – –
MAS
140
Managed Account Services
Florida
$163K – – –
NSIM
141
North Star Investment Management
Illinois
$163K – – –
SB
142
Suntrust Banks
Georgia
$162K -$351 -27 -0.2%
MA
143
Mutual Advisors
Nebraska
$160K -$6.15K -473 -4%
SCA
144
Snowden Capital Advisors
New York
$158K +$154K +11,848 New
FUBT
145
First United Bank & Trust
Maryland
$157K – – –
DHFB
146
Dixon Hubard Feinour & Brown
Virginia
$155K – – –
TW
147
Transform Wealth
Colorado
$152K – – –
HSA
148
HBK Sorce Advisory
Pennsylvania
$144K – – –
KeyBank National Association
149
KeyBank National Association
Ohio
$138K – – –
LNWWM
150
Laird Norton Wetherby Wealth Management
California
$137K -$88.9K -6,838 -40%
4 5
6
7 8

NEA Hedge Fund Activity: Q1 2019 in Review

215 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q1 2019, worth a combined $786M — up 7% from $734M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new NEA positions and 26 closed out — a net gain of 3 holders — while 63 added to existing stakes and 41 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $10.5M. The largest seller was Rivernorth Capital Management, cutting an estimated $14.8M.

  • 215 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q1 2019, down from 216 in Q4 2018.
  • Funds reported $786M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q1 2019, up 7% quarter-over-quarter.
  • 29 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q1 2019 and 26 closed out, a net change of +3 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q1 2019 was Parametric Portfolio Associates, an estimated $10.5M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q1 2019 was Rivernorth Capital Management, an estimated $14.8M sold.

Based on aggregated 13F filings for Q1 2019.