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Nuveen AMT-Free Quality Municipal Income Fund
NEA

296 hedge funds and large institutions have $839M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 80 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 38

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

21% more capital invested

Capital invested by funds: $692M → $839M (+$147M)

2.85% more ownership

Funds ownership: 21.86% → 24.71% (+2.8%)

2% more funds holding

Funds holding: 290 → 296 (+6)

7% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 86

Holders
296
Holders Change
+6
Holders Change %
+2.07%
% of All Funds
4.76%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
50
Increased
80
Reduced
86
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$65.4M
2
RCM
Rivernorth Capital Management
Florida
+$34.7M
3
HighTower Advisors
HighTower Advisors
Illinois
+$5.12M
4
LSC
Logan Stone Capital
Illinois
+$2.51M
5
BI
Bramshill Investments
Florida
+$2.37M

Top Sellers

1
V
Veritable
Delaware
-$11.6M
2
Morgan Stanley
Morgan Stanley
New York
-$5.98M
3
UBS Group
UBS Group
Switzerland
-$5.79M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$4.17M
5
OA
Oxbow Advisors
Texas
-$4.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
151
Harbour Investments
Wisconsin
$275K -$200K -18,334 -43%
BFEC
152
Benjamin F. Edwards & Company
Missouri
$270K – – –
VAG
153
VisionPoint Advisory Group
Texas
$270K +$74.2K +6,802 +41%
Luther King Capital Management (LKCM)
154
Luther King Capital Management (LKCM)
Texas
$268K – – –
AF
155
Allworth Financial
California
$268K +$183K +16,819 +250%
AWM
156
Aberdeen Wealth Management
Illinois
$268K +$257K +23,554 New
BS
157
Boenning & Scattergood
Pennsylvania
$266K – – –
MOS
158
MGO One Seven
Ohio
$254K -$152K -13,972 -38%
CP
159
Camelot Portfolios
Ohio
$254K +$244K +22,328 New
SCA
160
Snowden Capital Advisors
New York
$254K +$25.5K +2,335 +12%
HVIA
161
Hudson Valley Investment Advisors
New York
$250K – – –
WFA
162
Wellspring Financial Advisors
Ohio
$250K +$240K +22,000 New
WANY
163
Wealthspire Advisors (New York)
New York
$246K +$236K +21,626 New
LMKC
164
L.M. Kohn & Company
Ohio
$244K -$9.27K -850 -4%
CIA
165
Choate Investment Advisors
Massachusetts
$242K – – –
BRWA
166
B. Riley Wealth Advisors
Florida
$235K -$111K -10,151 -33%
CCWM
167
Cassaday & Co Wealth Management
Virginia
$229K +$219K +20,114 New
Financial Engines Advisors
168
Financial Engines Advisors
California
$228K – – –
RPCA
169
Running Point Capital Advisors
California
$227K -$65.4K -6,000 -23%
FCH
170
Freestone Capital Holdings
Washington
$227K – – –
GVAG
171
Great Valley Advisor Group
Delaware
$218K -$26.7K -2,446 -11%
IAMOG
172
Investors Asset Management of Georgia
Georgia
$217K +$109 +10 +0.1%
WAOTB
173
Wealth Advisors of Tampa Bay
Florida
$216K -$14.6K -1,339 -7%
BHWM
174
Bar Harbor Wealth Management
New Hampshire
$201K – – –
PAS
175
Park Avenue Securities
New York
$201K -$55.9K -5,124 -22%
5 6
7
8 9

NEA Hedge Fund Activity: Q4 2022 in Review

296 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q4 2022, worth a combined $839M — up 21% from $692M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new NEA positions and 38 closed out — a net gain of 12 holders — while 80 added to existing stakes and 86 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $65.4M. The largest seller was Veritable, exiting entirely with an estimated $11.6M sold.

  • 296 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q4 2022, up from 290 in Q3 2022.
  • Funds reported $839M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q4 2022, up 21% quarter-over-quarter.
  • 50 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q4 2022 and 38 closed out, a net change of +12 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q4 2022 was Karpus Investment Management, an estimated $65.4M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q4 2022 was Veritable, an estimated $11.6M sold.

Based on aggregated 13F filings for Q4 2022.