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Nuveen AMT-Free Quality Municipal Income Fund

251 hedge funds and large institutions have $891M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 79 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

61% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 49

6% more funds holding

Funds holding: 237251 (+14)

2.05% less ownership

Funds ownership: 24.29%22.24% (-2%)

5% less capital invested

Capital invested by funds: $941M → $891M (-$49.4M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
251
Holders Change
+14
Holders Change %
+5.91%
% of All Funds
5.06%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
27
Increased
79
Reduced
49
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CT
176
Caldwell Trust
Florida
$172K
MA
177
MONECO Advisors
Connecticut
$171K +$171K +11,909 New
UR
178
USCA RIA
Texas
$165K
KeyBank National Association
179
KeyBank National Association
Ohio
$164K -$474 -33 -0.3%
DHFB
180
Dixon Hubard Feinour & Brown
Virginia
$163K
Citadel Advisors
181
Citadel Advisors
Florida
$162K +$162K +11,274 New
PTP
182
Platform Technology Partners
New York
$160K
FUBT
183
First United Bank & Trust
Maryland
$158K
HSA
184
HBK Sorce Advisory
Pennsylvania
$154K
THWM
185
Taylor Hoffman Wealth Management
Virginia
$154K
WQ
186
Wealth Quarterback
New Jersey
$149K
CB
187
Commerce Bank
Missouri
$148K -$24.8K -1,727 -14%
SCA
188
SMH Capital Advisors
Texas
$148K +$904 +63 +0.6%
PWPS
189
Pinnacle Wealth Planning Services
Ohio
$146K -$32.5K -2,264 -18%
MCM
190
Maryland Capital Management
Maryland
$143K -$28.7K -2,000 -17%
BFG
191
Baron Financial Group
New Jersey
$134K +$134K +9,362 New
WB
192
Webster Bank
Connecticut
$131K +$23K +1,605 +21%
GWS
193
Glassman Wealth Services
Virginia
$106K +$106K +7,400 New
FFA
194
Founders Financial Alliance
North Carolina
$103K +$104K +7,221 New
TJHA
195
Thomas J. Herzfeld Advisors
Florida
$94K -$71.7K -5,000 -43%
BFEC
196
Benjamin F. Edwards & Company
Missouri
$92K -$27.3K -1,900 -23%
CWC
197
Carolinas Wealth Consulting
North Carolina
$86K +$85.9K +5,984 New
BFC
198
Bedel Financial Consulting
Indiana
$82K
AF
199
Advisornet Financial
Minnesota
$78K +$1.42K +99 +2%
BWA
200
BDO Wealth Advisors
Florida
$72K

NEA Hedge Fund Activity: Q3 2020 in Review

251 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q3 2020, worth a combined $891M — down 5.3% from $941M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new NEA positions and 12 closed out — a net gain of 15 holders — while 79 added to existing stakes and 49 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $23.1M. The largest seller was Wells Fargo, cutting an estimated $45.9M.

  • 251 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q3 2020, up from 237 in Q2 2020.
  • Funds reported $891M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q3 2020, down 5.3% quarter-over-quarter.
  • 27 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q3 2020 and 12 closed out, a net change of +15 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q3 2020 was Bramshill Investments, an estimated $23.1M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q3 2020 was Wells Fargo, an estimated $45.9M sold.

Based on aggregated 13F filings for Q3 2020.