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Nuveen AMT-Free Quality Municipal Income Fund

290 hedge funds and large institutions have $1.03B invested in Nuveen AMT-Free Quality Municipal Income Fund in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 99 increasing their positions, 55 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 55

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3% more funds holding

Funds holding: 281290 (+9)

3% more capital invested

Capital invested by funds: $997M → $1.03B (+$31.9M)

0.58% less ownership

Funds ownership: 22.47%21.89% (-0.58%)

Holders
290
Holders Change
+9
Holders Change %
+3.2%
% of All Funds
5.05%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
32
Increased
99
Reduced
55
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
151
Laurel Wealth Advisors (California)
California
$337K
CIA
152
Choate Investment Advisors
Massachusetts
$334K
WKWM
153
Walter & Keenan Wealth Management
Indiana
$329K +$18.6K +1,224 +6%
SW
154
SVB Wealth
Massachusetts
$328K -$15.2K -1,000 -5%
KPWS
155
Kestra Private Wealth Services
Texas
$323K
CC
156
Claybrook Capital
Massachusetts
$317K -$3.15M -206,818 -91%
SFG
157
SevenBridge Financial Group
Pennsylvania
$317K
UR
158
USCA RIA
Texas
$315K +$131K +8,600 +75%
VR
159
Viridian RIA
Washington
$314K
BCMIO
160
Beacon Capital Management Inc (Ohio)
Ohio
$314K +$304K +20,000 New
AWM
161
Altavista Wealth Management
North Carolina
$314K +$304K +20,007 New
WMA
162
Wealth Management Associates
New Jersey
$313K +$1.32K +87 +0.4%
FCH
163
Freestone Capital Holdings
Washington
$313K
RFC
164
Regions Financial Corp
Alabama
$312K
PMG
165
ProVise Management Group
Florida
$301K
IAMOG
166
Investors Asset Management of Georgia
Georgia
$299K -$9.04K -594 -3%
AIA
167
Armor Investment Advisors
North Carolina
$284K +$7.07K +465 +3%
SSB
168
Sandy Spring Bank
Maryland
$275K
Koshinski Asset Management
169
Koshinski Asset Management
Illinois
$270K -$91.3K -6,000 -26%
BHWM
170
Bar Harbor Wealth Management
New Hampshire
$258K
WP
171
WealthShield Partners
North Carolina
$257K +$95K +6,245 +62%
LFAS
172
Level Four Advisory Services
Texas
$252K
DAS
173
Dynamic Advisor Solutions
Arizona
$250K +$242K +15,932 New
PGFC
174
Peapack-Gladstone Financial Corp
New Jersey
$242K
BCA
175
Bay Colony Advisors
Massachusetts
$235K +$335 +22 +0.1%

NEA Hedge Fund Activity: Q2 2021 in Review

290 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q2 2021, worth a combined $1.03B — up 3.2% from $997M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new NEA positions and 21 closed out — a net gain of 11 holders — while 99 added to existing stakes and 55 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $8.62M. The largest seller was Rivernorth Capital Management, cutting an estimated $27.4M.

  • 290 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q2 2021, up from 281 in Q1 2021.
  • Funds reported $1.03B of Nuveen AMT-Free Quality Municipal Income Fund stock for Q2 2021, up 3.2% quarter-over-quarter.
  • 32 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q2 2021 and 21 closed out, a net change of +11 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q2 2021 was Bramshill Investments, an estimated $8.62M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q2 2021 was Rivernorth Capital Management, an estimated $27.4M sold.

Based on aggregated 13F filings for Q2 2021.