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Nuveen AMT-Free Quality Municipal Income Fund
NEA

310 hedge funds and large institutions have $1.01B invested in Nuveen AMT-Free Quality Municipal Income Fund in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 105 increasing their positions, 56 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 27

88% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 56

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

8% more funds holding

Funds holding: 288 → 310 (+22)

5% more capital invested

Capital invested by funds: $957M → $1.01B (+$48.3M)

0.5% more ownership

Funds ownership: 21.09% → 21.59% (+0.5%)

Holders
310
Holders Change
+22
Holders Change %
+7.64%
% of All Funds
4.77%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
52
Increased
105
Reduced
56
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$8.82M
2
SIA
Sit Investment Associates
Minnesota
+$7.01M
3
Morgan Stanley
Morgan Stanley
New York
+$4.26M
4
HWAM
Hennion & Walsh Asset Management
New Jersey
+$3.69M
5
BI
Bramshill Investments
Florida
+$3.42M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$16.5M
2
JP Morgan Chase
JP Morgan Chase
New York
-$8.22M
3
UBS Group
UBS Group
Switzerland
-$3.46M
4
PPA
Parametric Portfolio Associates
Washington
-$1.95M
5
HighTower Advisors
HighTower Advisors
Illinois
-$1.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
HVIA
151
Hudson Valley Investment Advisors
New York
$343K – – –
VVP
152
Venture Visionary Partners
Ohio
$338K – – –
LWAC
153
Laurel Wealth Advisors (California)
California
$335K – – –
CIA
154
Choate Investment Advisors
Massachusetts
$332K – – –
LFAS
155
Level Four Advisory Services
Texas
$331K +$78.5K +5,156 +32%
WKWM
156
Walter & Keenan Wealth Management
Indiana
$327K – – –
WS
157
Wedbush Securities
California
$325K -$21.5K -1,411 -6%
CBTWT
158
Community Bank & Trust (Waco, Texas)
Texas
$324K +$19.5K +1,282 +7%
BS
159
Boenning & Scattergood
Pennsylvania
$315K +$51.7K +3,400 +20%
USCWA
160
U.S. Capital Wealth Advisors
Texas
$313K – – –
AWM
161
Altavista Wealth Management
North Carolina
$312K – – –
FCH
162
Freestone Capital Holdings
Washington
$312K – – –
CC
163
Callan Capital
California
$312K +$304K +20,000 New
VR
164
Viridian RIA
Washington
$312K +$304K +20,000 New
RFC
165
Regions Financial Corp
Alabama
$310K – – –
WSTAM
166
Wilbanks Smith & Thomas Asset Management
Virginia
$310K – – –
FFM
167
Forum Financial Management
Illinois
$302K +$294K +19,351 New
BRWM
168
B. Riley Wealth Management
Tennessee
$300K -$49.1K -3,229 -14%
PMG
169
ProVise Management Group
Florida
$299K – – –
IAMOG
170
Investors Asset Management of Georgia
Georgia
$297K +$122 +8 +0%
MA
171
MAS Advisors
Florida
$297K +$291K +19,117 New
WP
172
WealthShield Partners
North Carolina
$292K +$36.1K +2,370 +14%
AR
173
Apeiron RIA
Texas
$287K +$280K +18,370 New
PWP
174
Private Wealth Partners
California
$282K – – –
SSB
175
Sandy Spring Bank
Maryland
$273K – – –
5 6
7
8 9

NEA Hedge Fund Activity: Q4 2021 in Review

310 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q4 2021, worth a combined $1.01B — up 5% from $957M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new NEA positions and 27 closed out — a net gain of 25 holders — while 105 added to existing stakes and 56 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $8.82M. The largest seller was Citadel Advisors, exiting entirely with an estimated $16.5M sold.

  • 310 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q4 2021, up from 288 in Q3 2021.
  • Funds reported $1.01B of Nuveen AMT-Free Quality Municipal Income Fund stock for Q4 2021, up 5% quarter-over-quarter.
  • 52 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q4 2021 and 27 closed out, a net change of +25 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q4 2021 was Rivernorth Capital Management, an estimated $8.82M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q4 2021 was Citadel Advisors, an estimated $16.5M sold.

Based on aggregated 13F filings for Q4 2021.