We are live on ! Find out more
NEA icon

Nuveen AMT-Free Quality Municipal Income Fund

251 hedge funds and large institutions have $891M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 79 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

61% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 49

6% more funds holding

Funds holding: 237251 (+14)

2.05% less ownership

Funds ownership: 24.29%22.24% (-2%)

5% less capital invested

Capital invested by funds: $941M → $891M (-$49.4M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
251
Holders Change
+14
Holders Change %
+5.91%
% of All Funds
5.06%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
27
Increased
79
Reduced
49
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
AE Wealth Management
Kansas
$370K +$14.2K +989 +4%
RIG
127
Roosevelt Investment Group
New York
$366K -$31K -2,163 -8%
IFG
128
Independent Financial Group
California
$359K +$204K +14,187 +131%
CIAS
129
Capital Investment Advisory Services
North Carolina
$354K +$354K +24,692 New
NWP
130
Northstar Wealth Partners
Connecticut
$339K
EM
131
Excalibur Management
Massachusetts
$338K +$195K +13,605 +136%
AWM
132
Aberdeen Wealth Management
Illinois
$338K +$338K +23,554 New
RFC
133
Regions Financial Corp
Alabama
$329K +$43.7K +3,048 +15%
Thrivent Financial for Lutherans
134
Thrivent Financial for Lutherans
Minnesota
$326K
BAM
135
Belpointe Asset Management
Nevada
$324K +$316 +22 +0.1%
SWP
136
Stratos Wealth Partners
Ohio
$320K
SCA
137
Snowden Capital Advisors
New York
$319K +$2.5K +174 +0.8%
HVIA
138
Hudson Valley Investment Advisors
New York
$315K
LWAC
139
Laurel Wealth Advisors (California)
California
$308K
CIA
140
Choate Investment Advisors
Massachusetts
$305K
SFG
141
SevenBridge Financial Group
Pennsylvania
$290K
WS
142
Wedbush Securities
California
$287K -$406K -28,316 -59%
FCH
143
Freestone Capital Holdings
Washington
$286K
SBH
144
Segall Bryant & Hamill
Illinois
$283K
IAMOG
145
Investors Asset Management of Georgia
Georgia
$281K +$86 +6 +0%
CBTWT
146
Community Bank & Trust (Waco, Texas)
Texas
$279K
DAS
147
Dynamic Advisor Solutions
Arizona
$273K +$3.49K +243 +1%
Mariner
148
Mariner
Kansas
$267K -$25.9K -1,802 -9%
PFS
149
Prospera Financial Services
Texas
$264K +$264K +18,378 New
WP
150
WealthShield Partners
North Carolina
$263K

NEA Hedge Fund Activity: Q3 2020 in Review

251 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q3 2020, worth a combined $891M — down 5.3% from $941M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new NEA positions and 12 closed out — a net gain of 15 holders — while 79 added to existing stakes and 49 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $23.1M. The largest seller was Wells Fargo, cutting an estimated $45.9M.

  • 251 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q3 2020, up from 237 in Q2 2020.
  • Funds reported $891M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q3 2020, down 5.3% quarter-over-quarter.
  • 27 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q3 2020 and 12 closed out, a net change of +15 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q3 2020 was Bramshill Investments, an estimated $23.1M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q3 2020 was Wells Fargo, an estimated $45.9M sold.

Based on aggregated 13F filings for Q3 2020.