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Nuveen AMT-Free Quality Municipal Income Fund

305 hedge funds and large institutions have $783M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 85 increasing their positions, 82 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 38

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

2% more funds holding

Funds holding: 300305 (+5)

4% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 82

0.69% more ownership

Funds ownership: 21.62%22.3% (+0.69%)

8% less capital invested

Capital invested by funds: $849M → $783M (-$65.8M)

Holders
305
Holders Change
+5
Holders Change %
+1.67%
% of All Funds
5.14%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
47
Increased
85
Reduced
82
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPCA
126
Running Point Capital Advisors
California
$333K
MFG
127
Magnus Financial Group
New York
$332K -$206K -16,891 -37%
MA
128
MBA Advisors
Pennsylvania
$328K
GWM
129
Geneos Wealth Management
Colorado
$326K +$14.6K +1,200 +5%
AllianceBernstein
130
AllianceBernstein
Tennessee
$322K
FFA
131
First Foundation Advisors
California
$312K +$172K +14,084 +113%
MRI
132
Mad River Investors
Massachusetts
$311K
ARC
133
Advisor Resource Council
Texas
$308K +$320K +26,247 New
IWM
134
IHT Wealth Management
Illinois
$304K
DADC
135
D.A. Davidson & Co
Montana
$298K -$1.62M -133,203 -84%
OHWP
136
Oak Harbor Wealth Partners
North Carolina
$289K +$24.4K +2,004 +9%
ASN
137
Advisory Services Network
Georgia
$287K -$107K -8,814 -27%
GLA
138
Good Life Advisors
Pennsylvania
$287K +$67.8K +5,568 +30%
BFEC
139
Benjamin F. Edwards & Company
Missouri
$279K +$231K +18,919 +394%
PAS
140
Park Avenue Securities
New York
$278K -$2.6K -213 -0.9%
AWM
141
Aberdeen Wealth Management
Illinois
$277K
EWA
142
Exencial Wealth Advisors
Oklahoma
$277K +$2.49K +204 +0.9%
APA
143
American Portfolios Advisors
New York
$275K -$28.3K -2,323 -9%
RCA
144
Ranch Capital Advisors
Florida
$272K
BAM
145
Belpointe Asset Management
Nevada
$271K -$2.35K -193 -0.8%
WMA
146
Wealth Management Associates
New Jersey
$267K -$2.21K -181 -0.8%
AFS
147
Access Financial Services
Minnesota
$266K
LMKC
148
L.M. Kohn & Company
Ohio
$262K +$108K +8,890 +66%
HVIA
149
Hudson Valley Investment Advisors
New York
$258K
RIG
150
Roosevelt Investment Group
New York
$257K -$30.4K -2,497 -10%

NEA Hedge Fund Activity: Q2 2022 in Review

305 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q2 2022, worth a combined $783M — down 7.7% from $849M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new NEA positions and 38 closed out — a net gain of 9 holders — while 85 added to existing stakes and 82 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $57.1M. The largest seller was Rivernorth Capital Management, cutting an estimated $11.6M.

  • 305 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q2 2022, up from 300 in Q1 2022.
  • Funds reported $783M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q2 2022, down 7.7% quarter-over-quarter.
  • 47 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q2 2022 and 38 closed out, a net change of +9 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q2 2022 was Morgan Stanley, an estimated $57.1M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q2 2022 was Rivernorth Capital Management, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2022.