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Nuveen AMT-Free Quality Municipal Income Fund

176 hedge funds and large institutions have $434M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2017 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 48 increasing their positions, 39 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 39

16% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 25

2% more funds holding

Funds holding: 173176 (+3)

0.06% less ownership

Funds ownership: 12.44%12.38% (-0.06%)

1% less capital invested

Capital invested by funds: $436M → $434M (-$2.43M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
176
Holders Change
+3
Holders Change %
+1.73%
% of All Funds
4.38%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
29
Increased
48
Reduced
39
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFBTD
176
MB Financial Bank - Trust Department
Illinois
$2K +$1.59K +120 New
KTC
177
Kistler-Tiffany Companies
Pennsylvania
$1K
WAMC
178
Western Asset Management Company
California
$1K
VCM
179
Vivaldi Capital Management
Illinois
$846 +$842K +63,349 New
OA
180
Oxbow Advisors
Texas
-$16.3M -1,218,368 Closed
LPL Financial
181
LPL Financial
California
-$5.77M -435,003 Closed
VKH
182
Virtu KCG Holdings
New York
-$1.34M -100,650 Closed
Public Sector Pension Investment Board (PSP Investments)
183
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$1.33M -100,000 Closed
BHTS
184
Bar Harbor Trust Services
Maine
-$697K -52,267 Closed
IAA
185
Ironsides Asset Advisors
North Carolina
-$353K -26,491 Closed
BFM
186
Boothbay Fund Management
New York
-$746 -24,000 Closed
RFC
187
Regions Financial Corp
Alabama
-$204K -15,267 Closed
BRF
188
B. Riley Financial
California
-$167K -12,500 Closed
CL
189
Choreo LLC
Illinois
-$161K -12,033 Closed
AC
190
Alexandria Capital
Virginia
-$117K -8,749 Closed
SNT
191
Security National Trust
West Virginia
-$89K -6,657 Closed
IWA
192
IBEX Wealth Advisors
New Jersey
-$69K -5,205 Closed
MMG
193
Monetary Management Group
Missouri
-$68K -5,076 Closed
FHA
194
First Horizon Advisors
Tennessee
-$63K -4,287 Closed
AA
195
Ancora Advisors
Ohio
-$57K -4,254 Closed
SF
196
Synovus Financial
Georgia
-$42K -3,142 Closed
SFS
197
Sowell Financial Services
Arkansas
-$33K -2,520 Closed
SEI Investments
198
SEI Investments
Pennsylvania
-$19K -1,401 Closed
DADC
199
D.A. Davidson & Co
Montana
-$15K -1,184 Closed
WA
200
WFG Advisors
Texas
-$14K -1,028 Closed

NEA Hedge Fund Activity: Q1 2017 in Review

176 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q1 2017, worth a combined $434M — down 0.56% from $436M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new NEA positions and 25 closed out — a net gain of 4 holders — while 48 added to existing stakes and 39 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $10.2M. The largest seller was Oxbow Advisors, exiting entirely with an estimated $16.3M sold.

  • 176 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q1 2017, up from 173 in Q4 2016.
  • Funds reported $434M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q1 2017, down 0.56% quarter-over-quarter.
  • 29 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q1 2017 and 25 closed out, a net change of +4 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q1 2017 was Rivernorth Capital Management, an estimated $10.2M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q1 2017 was Oxbow Advisors, an estimated $16.3M sold.

Based on aggregated 13F filings for Q1 2017.