We are live on ! Find out more
NEA icon

Nuveen AMT-Free Quality Municipal Income Fund

216 hedge funds and large institutions have $734M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2018 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 58 increasing their positions, 53 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 34

11% more capital invested

Capital invested by funds: $659M → $734M (+$75M)

3.45% more ownership

Funds ownership: 19.21%22.66% (+3.4%)

1% more funds holding

Funds holding: 213216 (+3)

9% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 53

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
216
Holders Change
+3
Holders Change %
+1.41%
% of All Funds
4.81%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
40
Increased
58
Reduced
53
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
176
Huntington National Bank
Ohio
$43K
VFA
177
Valeo Financial Advisors
Indiana
$43K +$19.3K +1,571 +83%
BWL
178
Bogart Wealth LLC
Virginia
$43K +$29.5K +2,402 +205%
HT
179
Heritage Trust
Oklahoma
$40K
CA
180
Claro Advisors
Massachusetts
$38K +$36.6K +2,982 New
MWA
181
Meridian Wealth Advisors
Texas
$38K +$38.1K +3,106 New
APA
182
American Portfolios Advisors
New York
$37.2K
HFM
183
Hartford Financial Management
Connecticut
$37K
RAM
184
Riggs Asset Management
Pennsylvania
$36K
GWA
185
Guidant Wealth Advisors
Illinois
$35K +$147 +12 +0.4%
FMP
186
Financial Management Professionals
Texas
$31K
PFGIA
187
Patriot Financial Group Insurance Agency
Massachusetts
$29K -$20K -1,633 -41%
WEC
188
Winslow Evans & Crocker
Massachusetts
$28K -$49.5K -4,036 -64%
AIS
189
Accurate Investment Solutions
Pennsylvania
$27K
DAM
190
Delta Asset Management
Tennessee
$26K
OIA
191
Optimum Investment Advisors
Illinois
$22K
AssetMark Inc
192
AssetMark Inc
California
$21K
WCM
193
WealthBridge Capital Management
Ohio
$21K +$21.1K +1,721 New
JP Morgan Chase
194
JP Morgan Chase
New York
$19K +$19.2K +1,566 New
CC
195
Claybrook Capital
Massachusetts
$18K -$2.24M -182,871 -99%
WDL
196
Well Done LLC
Michigan
$18K +$17.8K +1,452 New
BC
197
Bartlett & Co
Ohio
$17K
BCWM
198
Bartlett & Co Wealth Management
Ohio
$16.6K
OIA
199
OneDigital Investment Advisors
Kansas
$16K -$49.8K -4,057 -75%
CAL
200
Capital Analysts LLC
Pennsylvania
$16K

NEA Hedge Fund Activity: Q4 2018 in Review

216 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q4 2018, worth a combined $734M — up 11% from $659M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new NEA positions and 34 closed out — a net gain of 6 holders — while 58 added to existing stakes and 53 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $76M. The largest seller was UBS Group, cutting an estimated $14.3M.

  • 216 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q4 2018, up from 213 in Q3 2018.
  • Funds reported $734M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q4 2018, up 11% quarter-over-quarter.
  • 40 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q4 2018 and 34 closed out, a net change of +6 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q4 2018 was Karpus Investment Management, an estimated $76M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q4 2018 was UBS Group, an estimated $14.3M sold.

Based on aggregated 13F filings for Q4 2018.