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Nuveen AMT-Free Quality Municipal Income Fund

281 hedge funds and large institutions have $997M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 101 increasing their positions, 62 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 62

22% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 32

12% more capital invested

Capital invested by funds: $893M → $997M (+$104M)

1.06% more ownership

Funds ownership: 21.41%22.47% (+1.1%)

0% more funds holding

Funds holding: 281281 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
281
Holders Change
Holders Change %
0%
% of All Funds
4.93%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
39
Increased
101
Reduced
62
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
176
Wellspring Financial Advisors
Ohio
$214K +$234K +15,779 New
DWM
177
Darwin Wealth Management
Florida
$209K -$2.22K -150 -1%
WDL
178
Well Done LLC
Michigan
$209K +$209K +14,088 New
CRC
179
Curi RMB Capital
Illinois
$208K
EP
180
Eudaimonia Partners
Tennessee
$207K
MOS
181
MGO One Seven
Ohio
$205K +$23.3K +1,575 +13%
PFM
182
Parsec Financial Management
North Carolina
$205K +$205K +13,841 New
SAM
183
Seelaus Asset Management
New Jersey
$201K +$163 +11 +0.1%
ONB
184
Old National Bancorp
Indiana
$198K +$198K +13,339 New
BWCS
185
Beirne Wealth Consulting Services
Connecticut
$196K -$45.8K -3,093 -19%
CCG
186
Ceeto Capital Group
Florida
$193K
SVWAG
187
Sound View Wealth Advisors Group
Georgia
$185K +$489 +33 +0.3%
NSIM
188
North Star Investment Management
Illinois
$180K
JWCA
189
J.W. Cole Advisors
Florida
$180K +$180K +12,127 New
NPF
190
Norris Perne & French
Michigan
$180K +$180K +12,130 New
TCA
191
Transcend Capital Advisors
New Jersey
$174K +$174K +11,750 New
CT
192
Caldwell Trust
Florida
$174K -$4.44K -300 -2%
KeyBank National Association
193
KeyBank National Association
Ohio
$170K -$21.8K -1,472 -11%
UR
194
USCA RIA
Texas
$170K
PWPS
195
Pinnacle Wealth Planning Services
Ohio
$170K +$15.9K +1,073 +10%
SWA
196
Sightline Wealth Advisors
Connecticut
$169K -$78.4K -5,295 -32%
THWM
197
Taylor Hoffman Wealth Management
Virginia
$169K
SSWM
198
Sheets Smith Wealth Management
North Carolina
$169K +$148 +10 +0.1%
APW
199
Aurora Private Wealth
New Jersey
$166K -$9.57K -646 -5%
SBIA
200
Sheaff Brock Investment Advisors
Indiana
$165K +$165K +11,141 New

NEA Hedge Fund Activity: Q1 2021 in Review

281 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q1 2021, worth a combined $997M — up 12% from $893M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new NEA positions and 32 closed out — a net gain of 7 holders — while 101 added to existing stakes and 62 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $46.7M. The largest seller was Wells Fargo, cutting an estimated $7.51M.

  • 281 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $997M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q1 2021, up 12% quarter-over-quarter.
  • 39 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q1 2021 and 32 closed out, a net change of +7 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q1 2021 was Rivernorth Capital Management, an estimated $46.7M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q1 2021 was Wells Fargo, an estimated $7.51M sold.

Based on aggregated 13F filings for Q1 2021.