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Nuveen AMT-Free Quality Municipal Income Fund

310 hedge funds and large institutions have $1.01B invested in Nuveen AMT-Free Quality Municipal Income Fund in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 105 increasing their positions, 56 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 27

88% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 56

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

8% more funds holding

Funds holding: 288310 (+22)

5% more capital invested

Capital invested by funds: $957M → $1.01B (+$48.3M)

0.5% more ownership

Funds ownership: 21.09%21.59% (+0.5%)

Holders
310
Holders Change
+22
Holders Change %
+7.64%
% of All Funds
4.77%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
52
Increased
105
Reduced
56
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
126
WealthBridge Capital Management
Ohio
$498K +$806 +53 +0.2%
BCM
127
Breiter Capital Management
Florida
$474K
NCM
128
Next Capital Management
New York
$469K
DAS
129
Dynamic Advisor Solutions
Arizona
$463K +$87.4K +5,745 +24%
AllianceBernstein
130
AllianceBernstein
Tennessee
$447K +$19K +1,250 +5%
IWM
131
IHT Wealth Management
Illinois
$446K
MA
132
MBA Advisors
Pennsylvania
$435K
AWM
133
AE Wealth Management
Kansas
$419K +$304 +20 +0.1%
MRI
134
Mad River Investors
Massachusetts
$413K
GWM
135
Geneos Wealth Management
Colorado
$411K -$5.81K -382 -1%
Koshinski Asset Management
136
Koshinski Asset Management
Illinois
$408K +$30.4K +2,000 +8%
US Bancorp
137
US Bancorp
Minnesota
$408K -$5.22K -343 -1%
AFS
138
Access Financial Services
Minnesota
$388K +$379K +24,884 New
PAS
139
Park Avenue Securities
New York
$381K +$10.1K +661 +3%
RIG
140
Roosevelt Investment Group
New York
$380K -$15.2K -1,000 -4%
APA
141
American Portfolios Advisors
New York
$378K +$20.2K +1,330 +6%
EWA
142
Exencial Wealth Advisors
Oklahoma
$377K +$5.37K +353 +1%
AWM
143
Apollon Wealth Management
South Carolina
$376K +$22.8K +1,500 +7%
SI
144
Stephens Inc
Arkansas
$373K -$92.4K -6,072 -20%
STA
145
Summit Trail Advisors
New York
$369K -$1.04M -68,135 -74%
BAM
146
Belpointe Asset Management
Nevada
$368K +$16.3K +1,071 +5%
RCA
147
Ranch Capital Advisors
Florida
$361K -$76.1K -5,000 -18%
WMA
148
Wealth Management Associates
New Jersey
$357K +$43.8K +2,876 +14%
OHWP
149
Oak Harbor Wealth Partners
North Carolina
$352K +$343K +22,560 New
SW
150
SVB Wealth
Massachusetts
$344K +$17.1K +1,123 +5%

NEA Hedge Fund Activity: Q4 2021 in Review

310 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q4 2021, worth a combined $1.01B — up 5% from $957M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new NEA positions and 27 closed out — a net gain of 25 holders — while 105 added to existing stakes and 56 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $8.82M. The largest seller was Citadel Advisors, exiting entirely with an estimated $16.5M sold.

  • 310 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q4 2021, up from 288 in Q3 2021.
  • Funds reported $1.01B of Nuveen AMT-Free Quality Municipal Income Fund stock for Q4 2021, up 5% quarter-over-quarter.
  • 52 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q4 2021 and 27 closed out, a net change of +25 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q4 2021 was Rivernorth Capital Management, an estimated $8.82M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q4 2021 was Citadel Advisors, an estimated $16.5M sold.

Based on aggregated 13F filings for Q4 2021.