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Nuveen AMT-Free Quality Municipal Income Fund

290 hedge funds and large institutions have $1.03B invested in Nuveen AMT-Free Quality Municipal Income Fund in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 99 increasing their positions, 55 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 55

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3% more funds holding

Funds holding: 281290 (+9)

3% more capital invested

Capital invested by funds: $997M → $1.03B (+$31.9M)

0.58% less ownership

Funds ownership: 22.47%21.89% (-0.58%)

Holders
290
Holders Change
+9
Holders Change %
+3.2%
% of All Funds
5.05%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
32
Increased
99
Reduced
55
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
126
Breiter Capital Management
Florida
$477K
SMH
127
Sanders Morris Harris
Texas
$457K -$91.3K -6,000 -17%
Mariner
128
Mariner
Kansas
$447K +$29.5K +1,941 +7%
PFS
129
Prospera Financial Services
Texas
$447K +$56.6K +3,720 +15%
CAN
130
Claraphi Advisory Network
United States
$442K
RCA
131
Ranch Capital Advisors
Florida
$441K -$428K -28,144 Closed
AWM
132
AE Wealth Management
Kansas
$431K -$102K -6,674 -20%
AllianceBernstein
133
AllianceBernstein
Tennessee
$430K
SBH
134
Segall Bryant & Hamill
Illinois
$428K +$114K +7,500 +38%
CA
135
Cetera Advisors
Colorado
$426K +$228 +15 +0.1%
IFG
136
Independent Financial Group
California
$426K +$15.7K +1,033 +4%
GWM
137
Geneos Wealth Management
Colorado
$421K -$158K -10,375 -28%
MRI
138
Mad River Investors
Massachusetts
$416K -$100K -6,597 -20%
US Bancorp
139
US Bancorp
Minnesota
$416K +$5.22K +343 +1%
Fiera Capital (Canada)
140
Fiera Capital (Canada)
Quebec, Canada
$404K -$54.8K -3,599 -12%
RIG
141
Roosevelt Investment Group
New York
$401K
WCM
142
WealthBridge Capital Management
Ohio
$382K +$45.2K +2,969 +14%
FFA
143
First Foundation Advisors
California
$379K -$111K -7,272 -23%
EWA
144
Exencial Wealth Advisors
Oklahoma
$371K +$360K +23,661 New
WS
145
Wedbush Securities
California
$360K -$367K -24,131 -51%
CCM
146
Coe Capital Management
Illinois
$359K +$348K +22,858 New
APA
147
American Portfolios Advisors
New York
$357K +$274K +18,019 +384%
BAM
148
Belpointe Asset Management
Nevada
$349K -$15K -983 -4%
HVIA
149
Hudson Valley Investment Advisors
New York
$345K
VVP
150
Venture Visionary Partners
Ohio
$340K

NEA Hedge Fund Activity: Q2 2021 in Review

290 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q2 2021, worth a combined $1.03B — up 3.2% from $997M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new NEA positions and 21 closed out — a net gain of 11 holders — while 99 added to existing stakes and 55 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $8.62M. The largest seller was Rivernorth Capital Management, cutting an estimated $27.4M.

  • 290 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q2 2021, up from 281 in Q1 2021.
  • Funds reported $1.03B of Nuveen AMT-Free Quality Municipal Income Fund stock for Q2 2021, up 3.2% quarter-over-quarter.
  • 32 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q2 2021 and 21 closed out, a net change of +11 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q2 2021 was Bramshill Investments, an estimated $8.62M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q2 2021 was Rivernorth Capital Management, an estimated $27.4M sold.

Based on aggregated 13F filings for Q2 2021.