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Nuveen AMT-Free Quality Municipal Income Fund
NEA

281 hedge funds and large institutions have $893M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 91 increasing their positions, 46 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 15

98% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 46

12% more funds holding

Funds holding: 251 → 281 (+30)

0% more capital invested

Capital invested by funds: $891M → $893M (+$1.6M)

0.83% less ownership

Funds ownership: 22.24% → 21.41% (-0.83%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
281
Holders Change
+30
Holders Change %
+11.95%
% of All Funds
4.97%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
48
Increased
91
Reduced
46
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$17M
2
BI
Bramshill Investments
Florida
+$9.29M
3
V
Veritable
Delaware
+$4.25M
4
UBS Group
UBS Group
Switzerland
+$3.3M
5
HighTower Advisors
HighTower Advisors
Illinois
+$3.08M

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$51.2M
2
PPA
Parametric Portfolio Associates
Washington
-$8.69M
3
1CP
1607 Capital Partners
Virginia
-$6.46M
4
PCM
PenderFund Capital Management
British Columbia, Canada
-$3.82M
5
Wells Fargo
Wells Fargo
California
-$3.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
151
ProVise Management Group
Florida
$273K +$5.83K +400 +2%
WMA
152
Wealth Management Associates
New Jersey
$269K +$1.68K +115 +0.6%
Goldman Sachs
153
Goldman Sachs
New York
$265K – – –
SSB
154
Sandy Spring Bank
Maryland
$264K – – –
SWA
155
Sightline Wealth Advisors
Connecticut
$252K +$244K +16,713 New
LFAS
156
Level Four Advisory Services
Texas
$250K +$7.29K +500 +3%
BWCS
157
Beirne Wealth Consulting Services
Connecticut
$245K – – –
Thrivent Financial for Lutherans
158
Thrivent Financial for Lutherans
Minnesota
$236K – – –
ACI
159
Alpha Cubed Investments
California
$228K +$220K +15,099 New
Millennium Management
160
Millennium Management
New York
$219K +$211K +14,496 New
MA
161
MONECO Advisors
Connecticut
$216K +$35.1K +2,411 +20%
DWM
162
Darwin Wealth Management
Florida
$215K -$25.5K -1,750 -11%
CRC
163
Curi RMB Capital
Illinois
$212K -$599K -41,080 -74%
Cerity Partners
164
Cerity Partners
New York
$212K +$205K +14,049 New
BHWM
165
Bar Harbor Wealth Management
New Hampshire
$211K – – –
EP
166
Eudaimonia Partners
Tennessee
$211K – – –
AWM
167
Apollon Wealth Management
South Carolina
$210K +$203K +13,923 New
TF
168
TIAA FSB
Florida
$206K +$199K +13,659 New
SAM
169
Seelaus Asset Management
New Jersey
$204K +$197K +13,529 New
CGFA
170
Colton Groome Financial Advisors
North Carolina
$201K – – –
CCG
171
Ceeto Capital Group
Florida
$196K – – –
KeyBank National Association
172
KeyBank National Association
Ohio
$195K +$21.5K +1,472 +13%
CFB
173
Cullen/Frost Bankers
Texas
$193K – – –
SVWAG
174
Sound View Wealth Advisors Group
Georgia
$188K +$481 +33 +0.3%
BAS
175
Brown Advisory Securities
Maryland
$187K – – –
5 6
7
8 9

NEA Hedge Fund Activity: Q4 2020 in Review

281 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q4 2020, worth a combined $893M — up 0.18% from $891M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new NEA positions and 15 closed out — a net gain of 33 holders — while 91 added to existing stakes and 46 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $17M. The largest seller was Karpus Investment Management, cutting an estimated $51.2M.

  • 281 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q4 2020, up from 251 in Q3 2020.
  • Funds reported $893M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q4 2020, up 0.18% quarter-over-quarter.
  • 48 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q4 2020 and 15 closed out, a net change of +33 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q4 2020 was Rivernorth Capital Management, an estimated $17M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q4 2020 was Karpus Investment Management, an estimated $51.2M sold.

Based on aggregated 13F filings for Q4 2020.