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Nuveen AMT-Free Quality Municipal Income Fund
NEA

212 hedge funds and large institutions have $773M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 71 increasing their positions, 49 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 49

0.07% more ownership

Funds ownership: 22.44% → 22.51% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

2% less capital invested

Capital invested by funds: $786M → $773M (-$12.8M)

1% less funds holding

Funds holding: 215 → 212 (-3)

Holders
212
Holders Change
-3
Holders Change %
-1.4%
% of All Funds
4.6%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
20
Increased
71
Reduced
49
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$4.52M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.43M
3
SIA
Sit Investment Associates
Minnesota
+$3.12M
4
CPC
Congress Park Capital
New York
+$2.73M
5
COLIM
City of London Investment Management
United Kingdom
+$2.28M

Top Sellers

1
OA
Oxbow Advisors
Texas
-$5.97M
2
Stifel Financial
Stifel Financial
Missouri
-$5.54M
3
RCM
Rivernorth Capital Management
Florida
-$2.84M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$2.64M
5
PPA
Parametric Portfolio Associates
Washington
-$2.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
SBIA
126
Sheaff Brock Investment Advisors
Indiana
$224K – – –
CRC
127
Curi RMB Capital
Illinois
$215K – – –
CFB
128
Cullen/Frost Bankers
Texas
$209K -$119K -8,888 -37%
SPIA
129
Steward Partners Investment Advisory
New York
$209K +$26.9K +2,000 +15%
Mercer Global Advisors
130
Mercer Global Advisors
Colorado
$207K -$322 -24 -0.2%
NEPWA
131
New England Private Wealth Advisors
Massachusetts
$202K – – –
TSS
132
Two Sigma Securities
New York
$199K +$194K +14,413 New
MOS
133
MGO One Seven
Ohio
$197K +$5.35K +398 +3%
BHWM
134
Bar Harbor Wealth Management
New Hampshire
$193K – – –
BAS
135
Brown Advisory Securities
Maryland
$186K – – –
PWPS
136
Pinnacle Wealth Planning Services
Ohio
$183K +$6.13K +456 +4%
CCG
137
Ceeto Capital Group
Florida
$180K – – –
CAN
138
Cetera Advisor Networks
California
$178K – – –
SS
139
Sunbelt Securities
Texas
$177K -$1.67K -124 -1%
G
140
Gainplan
Michigan
$177K +$173K +12,849 New
SVWAG
141
Sound View Wealth Advisors Group
Georgia
$169K +$165K +12,246 New
NSIM
142
North Star Investment Management
Illinois
$168K – – –
SB
143
Suntrust Banks
Georgia
$168K +$269 +20 +0.2%
ECM
144
Evergreen Capital Management
Washington
$168K +$164K +12,171 New
MA
145
Mutual Advisors
Nebraska
$166K +$524 +39 +0.3%
FUBT
146
First United Bank & Trust
Maryland
$163K – – –
DHFB
147
Dixon Hubard Feinour & Brown
Virginia
$160K – – –
TW
148
Transform Wealth
Colorado
$157K – – –
Citadel Advisors
149
Citadel Advisors
Florida
$156K +$152K +11,281 New
HSA
150
HBK Sorce Advisory
Pennsylvania
$149K – – –
4 5
6
7 8

NEA Hedge Fund Activity: Q2 2019 in Review

212 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q2 2019, worth a combined $773M — down 1.6% from $786M a quarter earlier.

Fund positioning in NEA was balanced in Q2 2019: 20 funds opened new positions, 20 closed out, 71 added to existing stakes and 49 trimmed.

The largest buyer was Wells Fargo, adding an estimated $4.52M. The largest seller was Oxbow Advisors, cutting an estimated $5.97M.

  • 212 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q2 2019, down from 215 in Q1 2019.
  • Funds reported $773M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q2 2019, down 1.6% quarter-over-quarter.
  • 20 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q2 2019 and 20 closed out, a net change of 0 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q2 2019 was Wells Fargo, an estimated $4.52M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q2 2019 was Oxbow Advisors, an estimated $5.97M sold.

Based on aggregated 13F filings for Q2 2019.