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Nuveen AMT-Free Quality Municipal Income Fund

197 hedge funds and large institutions have $566M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 47 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 47

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

0.94% more ownership

Funds ownership: 15.61%16.55% (+0.94%)

0% more capital invested

Capital invested by funds: $564M → $566M (+$2M)

3% less funds holding

Funds holding: 203197 (-6)

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

Holders
197
Holders Change
-6
Holders Change %
-2.96%
% of All Funds
4.51%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
21
Increased
66
Reduced
47
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
176
Steward Partners Investment Advisory
New York
$22K
CPIG
177
Chicago Partners Investment Group
Illinois
$21K
SIC
178
Salem Investment Counselors
North Carolina
$21K
LYV
179
Live Your Vision
Pennsylvania
$19K
WDL
180
Well Done LLC
Michigan
$19K +$19.1K +1,452 New
BC
181
Bartlett & Co
Ohio
$18K
CFA
182
Carroll Financial Associates
North Carolina
$18K
BCWM
183
Bartlett & Co Wealth Management
Ohio
$17.6K +$17.8K +1,351 New
BWL
184
Bogart Wealth LLC
Virginia
$15K
FEG
185
Financial Enhancement Group
Indiana
$15K +$14.9K +1,132 New
SEI Investments
186
SEI Investments
Pennsylvania
$14K -$193K -14,621 -93%
AOWM
187
Alpha Omega Wealth Management
Virginia
$13K
CTC
188
Central Trust Company
Missouri
$13K
HCM
189
Highlander Capital Management
New Jersey
$13K
OFW
190
Omnia Family Wealth
Florida
$13K +$13.6K +1,028 New
CAC
191
Certified Advisory Corp
Florida
$10K +$92 +7 +0.9%
POIA
192
Pin Oak Investment Advisors
Texas
$9K
MRCM
193
M&R Capital Management
New Jersey
$8K
HNB
194
Huntington National Bank
Ohio
$7K
SBL
195
Sargent Bickham Lagudis
Colorado
$7K
Northern Trust
196
Northern Trust
Illinois
$7K +$288K +21,846 +77%
FANJ
197
Financial Architects (New Jersey)
New Jersey
$5K
SIAP
198
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3K
KTC
199
Kistler-Tiffany Companies
Pennsylvania
$1K
WAMC
200
Western Asset Management Company
California
$1K

NEA Hedge Fund Activity: Q1 2018 in Review

197 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q1 2018, worth a combined $566M — up 0.35% from $564M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of NEA and 21 opened new positions — a net loss of 4 holders — while 47 trimmed existing stakes and 66 added.

The largest buyer was Karpus Investment Management, adding an estimated $9.96M. The largest seller was Proficio Capital Partners, exiting entirely with an estimated $4.81M sold.

  • 197 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q1 2018, down from 203 in Q4 2017.
  • Funds reported $566M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q1 2018, up 0.35% quarter-over-quarter.
  • 21 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q1 2018 and 25 closed out, a net change of -4 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q1 2018 was Karpus Investment Management, an estimated $9.96M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q1 2018 was Proficio Capital Partners, an estimated $4.81M sold.

Based on aggregated 13F filings for Q1 2018.