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Nuveen AMT-Free Quality Municipal Income Fund
NEA

303 hedge funds and large institutions have $1.17B invested in Nuveen AMT-Free Quality Municipal Income Fund in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $1.14B → $1.17B (+$31.9M)

2% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 94

0.24% less ownership

Funds ownership: 34.36% → 34.12% (-0.24%)

5% less funds holding

Funds holding: 318 → 303 (-15)

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

27% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 37

Holders
303
Holders Change
-15
Holders Change %
-4.72%
% of All Funds
4.38%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
27
Increased
96
Reduced
94
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MSL
Mackay Shields LLC
New York
+$21.6M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
+$18.2M
3
BlackRock
BlackRock
New York
+$16.3M
4
SIA
Sit Investment Associates
Minnesota
+$6.22M
5
KIM
Karpus Investment Management
New York
+$5.13M

Top Sellers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
-$36.7M
2
LSC
Logan Stone Capital
Illinois
-$17.5M
3
SCM
Saba Capital Management
New York
-$9.85M
4
AA
AQR Arbitrage
Connecticut
-$5.51M
5
RVPG
Relative Value Partners Group
-$4.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
MG
151
Marex Group
$275K +$263K +24,000 New
Luther King Capital Management (LKCM)
152
Luther King Capital Management (LKCM)
Texas
$270K – – –
TFA
153
Toth Financial Advisory
Virginia
$269K -$394 -36 -0.2%
SFWA
154
Summit Financial Wealth Advisors
Louisiana
$268K -$79.9K -7,300 -24%
SIA
155
Schechter Investment Advisors
Michigan
$268K -$3.06K -280 -1%
PTC
156
Private Trust Company
Ohio
$266K -$10.9K -1,000 -4%
CIA
157
Concurrent Investment Advisors
Florida
$265K -$5.8K -530 -2%
HVIA
158
Hudson Valley Investment Advisors
New York
$264K – – –
CP
159
Camelot Portfolios
Ohio
$254K +$77.5K +7,083 +47%
SPC
160
Sigma Planning Corp
Michigan
$253K +$1.35K +123 +0.6%
PCM
161
Pointe Capital Management
Michigan
$252K +$49.8K +4,550 +26%
MSAM
162
Moloney Securities Asset Management
Missouri
$252K – – –
GLA
163
Good Life Advisors
Pennsylvania
$249K -$46.9K -4,283 -16%
KPWS
164
Kestra Private Wealth Services
Texas
$244K -$28.8K -2,632 -11%
FCA
165
FLC Capital Advisors
California
$242K – – –
PA
166
PFG Advisors
Arizona
$241K +$9.85K +900 +4%
RWP
167
RWA Wealth Partners
Massachusetts
$239K -$2.21K -202 -1%
AAS
168
Avantax Advisory Services
Texas
$235K +$72.7K +6,645 +48%
MOS
169
MGO One Seven
Ohio
$233K -$47.5K -4,338 -18%
IC
170
IEQ Capital
California
$229K -$51.6K -4,716 -19%
FAG
171
Fortitude Advisory Group
Washington
$226K +$9.54K +872 +5%
SRC
172
Shufro Rose & Co
New York
$223K – – –
ASN
173
Advisory Services Network
Georgia
$223K -$50.3K -4,592 -19%
Cerity Partners
174
Cerity Partners
New York
$222K – – –
AWM
175
AE Wealth Management
Kansas
$222K +$9.8K +895 +5%
5 6
7
8 9

NEA Hedge Fund Activity: Q2 2024 in Review

303 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q2 2024, worth a combined $1.17B — up 2.8% from $1.14B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of NEA and 27 opened new positions — a net loss of 10 holders — while 94 trimmed existing stakes and 96 added.

The largest buyer was Mackay Shields LLC, adding an estimated $21.6M. The largest seller was Bramshill Investments, cutting an estimated $36.7M.

  • 303 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q2 2024, down from 318 in Q1 2024.
  • Funds reported $1.17B of Nuveen AMT-Free Quality Municipal Income Fund stock for Q2 2024, up 2.8% quarter-over-quarter.
  • 27 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q2 2024 and 37 closed out, a net change of -10 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q2 2024 was Mackay Shields LLC, an estimated $21.6M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q2 2024 was Bramshill Investments, an estimated $36.7M sold.

Based on aggregated 13F filings for Q2 2024.