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Nuveen AMT-Free Quality Municipal Income Fund

281 hedge funds and large institutions have $997M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 101 increasing their positions, 62 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 62

22% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 32

12% more capital invested

Capital invested by funds: $893M → $997M (+$104M)

1.06% more ownership

Funds ownership: 21.41%22.47% (+1.1%)

0% more funds holding

Funds holding: 281281 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
281
Holders Change
Holders Change %
0%
% of All Funds
4.93%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
39
Increased
101
Reduced
62
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SP
126
Successful Portfolios
Florida
$469K
FFA
127
First Foundation Advisors
California
$466K -$28.4K -1,919 -6%
SI
128
Stephens Inc
Arkansas
$458K -$50.7K -3,423 -10%
LB
129
Leo Brokerage
Texas
$454K
BCM
130
Breiter Capital Management
Florida
$451K
Fiera Capital (Canada)
131
Fiera Capital (Canada)
Quebec, Canada
$434K +$434K +29,316 New
CAN
132
Claraphi Advisory Network
United States
$418K +$103K +6,939 +33%
RCA
133
Ranch Capital Advisors
Florida
$417K -$100K -6,763 -19%
AllianceBernstein
134
AllianceBernstein
Tennessee
$406K -$119K -8,000 -23%
CA
135
Cetera Advisors
Colorado
$401K +$401K +27,088 New
Mariner
136
Mariner
Kansas
$394K +$79.5K +5,368 +25%
US Bancorp
137
US Bancorp
Minnesota
$388K -$22.4K -1,514 -5%
IFG
138
Independent Financial Group
California
$386K -$64.3K -4,337 -14%
NL
139
NWAM LLC
Washington
$383K -$612K -41,292 -61%
RIG
140
Roosevelt Investment Group
New York
$378K
EM
141
Excalibur Management
Massachusetts
$375K -$37.8K -2,549 -9%
PFS
142
Prospera Financial Services
Texas
$366K +$89K +6,007 +32%
AWM
143
Aberdeen Wealth Management
Illinois
$349K
BAM
144
Belpointe Asset Management
Nevada
$344K +$4.86K +328 +1%
Koshinski Asset Management
145
Koshinski Asset Management
Illinois
$344K +$16K +1,077 +5%
SWP
146
Stratos Wealth Partners
Ohio
$333K +$2.96K +200 +0.9%
HVIA
147
Hudson Valley Investment Advisors
New York
$326K
SW
148
SVB Wealth
Massachusetts
$325K +$14.8K +1,000 +5%
VVP
149
Venture Visionary Partners
Ohio
$321K
LWAC
150
Laurel Wealth Advisors (California)
California
$318K

NEA Hedge Fund Activity: Q1 2021 in Review

281 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q1 2021, worth a combined $997M — up 12% from $893M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new NEA positions and 32 closed out — a net gain of 7 holders — while 101 added to existing stakes and 62 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $46.7M. The largest seller was Wells Fargo, cutting an estimated $7.51M.

  • 281 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $997M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q1 2021, up 12% quarter-over-quarter.
  • 39 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q1 2021 and 32 closed out, a net change of +7 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q1 2021 was Rivernorth Capital Management, an estimated $46.7M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q1 2021 was Wells Fargo, an estimated $7.51M sold.

Based on aggregated 13F filings for Q1 2021.