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Nuveen AMT-Free Quality Municipal Income Fund

176 hedge funds and large institutions have $434M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2017 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 48 increasing their positions, 39 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 39

16% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 25

2% more funds holding

Funds holding: 173176 (+3)

0.06% less ownership

Funds ownership: 12.44%12.38% (-0.06%)

1% less capital invested

Capital invested by funds: $436M → $434M (-$2.43M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
176
Holders Change
+3
Holders Change %
+1.73%
% of All Funds
4.38%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
29
Increased
48
Reduced
39
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIS
151
Accurate Investment Solutions
Pennsylvania
$30K
DAM
152
Delta Asset Management
Tennessee
$29K
AF
153
Arrow Financial
New York
$27K -$39.9K -3,000 -60%
WAM
154
Wealthspire Advisors (Maryland)
Maryland
$25K
AssetMark Inc
155
AssetMark Inc
California
$23K
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$23K
SIC
157
Salem Investment Counselors
North Carolina
$22K
LYV
158
Live Your Vision
Pennsylvania
$20K
CFS
159
Commonwealth Financial Services
West Virginia
$19K
BC
160
Bartlett & Co
Ohio
$18K
CFA
161
Carroll Financial Associates
North Carolina
$18K
MA
162
MUFG Americas
New York
$18K +$18.4K +1,382 New
CCM
163
Cribstone Capital Management
Maine
$17K
WA
164
Winfield Associates
Ohio
$15K
AOWM
165
Alpha Omega Wealth Management
Virginia
$13K
HCM
166
Highlander Capital Management
New Jersey
$13K
FMII
167
Farmers & Merchants Investments Inc
Nebraska
$12K
MRCM
168
M&R Capital Management
New Jersey
$9K
SBL
169
Sargent Bickham Lagudis
Colorado
$7K -$5.14K -387 -44%
FANJ
170
Financial Architects (New Jersey)
New Jersey
$5K
Northern Trust
171
Northern Trust
Illinois
$4K -$32K -2,412 -7%
AA
172
Apriem Advisors
California
$4K -$27K -2,030 -88%
SPIA
173
Steward Partners Investment Advisory
New York
$4K +$4.97K +374 New
LWM
174
LBA Wealth Management
Florida
$2K
AAP
175
Arax Advisory Partners
Colorado
$2K +$13 +1 +0.5%

NEA Hedge Fund Activity: Q1 2017 in Review

176 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q1 2017, worth a combined $434M — down 0.56% from $436M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new NEA positions and 25 closed out — a net gain of 4 holders — while 48 added to existing stakes and 39 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $10.2M. The largest seller was Oxbow Advisors, exiting entirely with an estimated $16.3M sold.

  • 176 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q1 2017, up from 173 in Q4 2016.
  • Funds reported $434M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q1 2017, down 0.56% quarter-over-quarter.
  • 29 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q1 2017 and 25 closed out, a net change of +4 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q1 2017 was Rivernorth Capital Management, an estimated $10.2M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q1 2017 was Oxbow Advisors, an estimated $16.3M sold.

Based on aggregated 13F filings for Q1 2017.