We are live on ! Find out more
NEA icon

Nuveen AMT-Free Quality Municipal Income Fund

281 hedge funds and large institutions have $997M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 101 increasing their positions, 62 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 62

22% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 32

12% more capital invested

Capital invested by funds: $893M → $997M (+$104M)

1.06% more ownership

Funds ownership: 21.41%22.47% (+1.1%)

0% more funds holding

Funds holding: 281281 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
281
Holders Change
Holders Change %
0%
% of All Funds
4.93%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
39
Increased
101
Reduced
62
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
151
Choate Investment Advisors
Massachusetts
$316K
WCM
152
WealthBridge Capital Management
Ohio
$316K +$15.5K +1,047 +5%
KPWS
153
Kestra Private Wealth Services
Texas
$305K
SFG
154
SevenBridge Financial Group
Pennsylvania
$299K
CAN
155
Cetera Advisor Networks
California
$298K +$24K +1,617 +9%
VR
156
Viridian RIA
Washington
$296K -$148K -10,000 Closed
FCH
157
Freestone Capital Holdings
Washington
$296K
RFC
158
Regions Financial Corp
Alabama
$295K -$45.2K -3,048 -13%
WMA
159
Wealth Management Associates
New Jersey
$294K +$30.5K +2,059 +12%
SBH
160
Segall Bryant & Hamill
Illinois
$293K -$55.6K -3,756 -16%
WKWM
161
Walter & Keenan Wealth Management
Indiana
$292K +$292K +19,712 New
IAMOG
162
Investors Asset Management of Georgia
Georgia
$291K +$59 +4 +0%
CBTWT
163
Community Bank & Trust (Waco, Texas)
Texas
$289K
PMG
164
ProVise Management Group
Florida
$284K +$15.9K +1,076 +6%
BFA
165
Beaumont Financial Advisors
Massachusetts
$282K -$356K -24,000 -56%
AIA
166
Armor Investment Advisors
North Carolina
$261K +$261K +17,627 New
SSB
167
Sandy Spring Bank
Maryland
$259K
BHWM
168
Bar Harbor Wealth Management
New Hampshire
$244K +$37K +2,500 +18%
LFAS
169
Level Four Advisory Services
Texas
$238K -$7.41K -500 -3%
Thrivent Financial for Lutherans
170
Thrivent Financial for Lutherans
Minnesota
$233K
PGFC
171
Peapack-Gladstone Financial Corp
New Jersey
$229K +$229K +15,429 New
BCA
172
Bay Colony Advisors
Massachusetts
$221K +$221K +14,939 New
MA
173
MONECO Advisors
Connecticut
$219K +$6.44K +435 +3%
Goldman Sachs
174
Goldman Sachs
New York
$218K -$42.7K -2,883 -16%
CFB
175
Cullen/Frost Bankers
Texas
$215K +$25.6K +1,726 +14%

NEA Hedge Fund Activity: Q1 2021 in Review

281 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q1 2021, worth a combined $997M — up 12% from $893M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new NEA positions and 32 closed out — a net gain of 7 holders — while 101 added to existing stakes and 62 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $46.7M. The largest seller was Wells Fargo, cutting an estimated $7.51M.

  • 281 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $997M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q1 2021, up 12% quarter-over-quarter.
  • 39 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q1 2021 and 32 closed out, a net change of +7 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q1 2021 was Rivernorth Capital Management, an estimated $46.7M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q1 2021 was Wells Fargo, an estimated $7.51M sold.

Based on aggregated 13F filings for Q1 2021.