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Nuveen AMT-Free Quality Municipal Income Fund

206 hedge funds and large institutions have $631M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

12% more capital invested

Capital invested by funds: $566M → $631M (+$65.6M)

10% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 50

5% more funds holding

Funds holding: 197206 (+9)

1.86% more ownership

Funds ownership: 16.55%18.41% (+1.9%)

Holders
206
Holders Change
+9
Holders Change %
+4.57%
% of All Funds
4.72%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
24
Increased
55
Reduced
50
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
176
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31K +$181 +14 +0.6%
AIS
177
Accurate Investment Solutions
Pennsylvania
$29K
DAM
178
Delta Asset Management
Tennessee
$28K
RWP
179
RWA Wealth Partners
Massachusetts
$24K +$24.2K +1,876 New
VFA
180
Valeo Financial Advisors
Indiana
$24K +$24.3K +1,883 New
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$23K -$8.64K -669 -28%
OIA
182
Optimum Investment Advisors
Illinois
$23K
AssetMark Inc
183
AssetMark Inc
California
$22K
SPIA
184
Steward Partners Investment Advisory
New York
$22K
CPIG
185
Chicago Partners Investment Group
Illinois
$21K
TWA
186
TCI Wealth Advisors
Arizona
$20K +$19.4K +1,500 New
LYV
187
Live Your Vision
Pennsylvania
$19K
BC
188
Bartlett & Co
Ohio
$18K
CFA
189
Carroll Financial Associates
North Carolina
$18K
BCWM
190
Bartlett & Co Wealth Management
Ohio
$17.6K
CAL
191
Capital Analysts LLC
Pennsylvania
$17K -$6.95K -538 -29%
VIA
192
Vantage Investment Advisors
Pennsylvania
$16K -$25.3K -1,957 -61%
BWL
193
Bogart Wealth LLC
Virginia
$15K
FEG
194
Financial Enhancement Group
Indiana
$15K
SEI Investments
195
SEI Investments
Pennsylvania
$14K
UBS AM
196
UBS AM
Illinois
$13.4K +$13.3K +1,028 New
AOWM
197
Alpha Omega Wealth Management
Virginia
$13K
BWA
198
BDO Wealth Advisors
Florida
$13K
CTC
199
Central Trust Company
Missouri
$13K
OFW
200
Omnia Family Wealth
Florida
$13K

NEA Hedge Fund Activity: Q2 2018 in Review

206 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q2 2018, worth a combined $631M — up 12% from $566M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new NEA positions and 14 closed out — a net gain of 10 holders — while 55 added to existing stakes and 50 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $32.1M. The largest seller was Robinson Capital Management, cutting an estimated $4.22M.

  • 206 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q2 2018, up from 197 in Q1 2018.
  • Funds reported $631M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q2 2018, up 12% quarter-over-quarter.
  • 24 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q2 2018 and 14 closed out, a net change of +10 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q2 2018 was Karpus Investment Management, an estimated $32.1M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q2 2018 was Robinson Capital Management, an estimated $4.22M sold.

Based on aggregated 13F filings for Q2 2018.