We are live on ! Find out more
NEA icon

Nuveen AMT-Free Quality Municipal Income Fund

215 hedge funds and large institutions have $786M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 41 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 41

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

12% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 26

7% more capital invested

Capital invested by funds: $734M → $786M (+$51.7M)

0.22% less ownership

Funds ownership: 22.66%22.44% (-0.22%)

0% less funds holding

Funds holding: 216215 (-1)

Holders
215
Holders Change
-1
Holders Change %
-0.46%
% of All Funds
4.65%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
29
Increased
63
Reduced
41
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
176
Valeo Financial Advisors
Indiana
$46K
HFM
177
Hartford Financial Management
Connecticut
$41K
APA
178
American Portfolios Advisors
New York
$40.3K
RAM
179
Riggs Asset Management
Pennsylvania
$38K
FMP
180
Financial Management Professionals
Texas
$34K
BCWM
181
Bartlett & Co Wealth Management
Ohio
$32K +$13.5K +1,040 +77%
WEC
182
Winslow Evans & Crocker
Massachusetts
$32K
BC
183
Bartlett & Co
Ohio
$32K +$13.5K +1,040 +77%
SEI Investments
184
SEI Investments
Pennsylvania
$32K +$31.4K +2,414 New
PFGIA
185
Patriot Financial Group Insurance Agency
Massachusetts
$31K
AIS
186
Accurate Investment Solutions
Pennsylvania
$30K
DAM
187
Delta Asset Management
Tennessee
$29K
IA
188
IFP Advisors
Florida
$28K -$107K -8,195 -80%
Citigroup
189
Citigroup
New York
$27K -$36.4K -2,800 -58%
OIA
190
Optimum Investment Advisors
Illinois
$24K
AssetMark Inc
191
AssetMark Inc
California
$23K
WCM
192
WealthBridge Capital Management
Ohio
$23K
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$20K -$148K -11,386 -90%
OIA
194
OneDigital Investment Advisors
Kansas
$18K
Bank of Montreal
195
Bank of Montreal
Ontario, Canada
$18K +$17.4K +1,337 New
CAL
196
Capital Analysts LLC
Pennsylvania
$17K
HNB
197
Huntington National Bank
Ohio
$17K
LPWM
198
Lake Point Wealth Management
Texas
$17K +$6.12K +471 +62%
FEG
199
Financial Enhancement Group
Indiana
$15K
OFW
200
Omnia Family Wealth
Florida
$14K

NEA Hedge Fund Activity: Q1 2019 in Review

215 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q1 2019, worth a combined $786M — up 7% from $734M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new NEA positions and 26 closed out — a net gain of 3 holders — while 63 added to existing stakes and 41 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $10.5M. The largest seller was Rivernorth Capital Management, cutting an estimated $14.8M.

  • 215 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q1 2019, down from 216 in Q4 2018.
  • Funds reported $786M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q1 2019, up 7% quarter-over-quarter.
  • 29 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q1 2019 and 26 closed out, a net change of +3 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q1 2019 was Parametric Portfolio Associates, an estimated $10.5M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q1 2019 was Rivernorth Capital Management, an estimated $14.8M sold.

Based on aggregated 13F filings for Q1 2019.