We are live on ! Find out more
NEA icon

Nuveen AMT-Free Quality Municipal Income Fund

290 hedge funds and large institutions have $1.03B invested in Nuveen AMT-Free Quality Municipal Income Fund in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 99 increasing their positions, 55 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 55

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3% more funds holding

Funds holding: 281290 (+9)

3% more capital invested

Capital invested by funds: $997M → $1.03B (+$31.9M)

0.58% less ownership

Funds ownership: 22.47%21.89% (-0.58%)

Holders
290
Holders Change
+9
Holders Change %
+3.2%
% of All Funds
5.05%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
32
Increased
99
Reduced
55
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
176
MONECO Advisors
Connecticut
$232K +$122 +8 +0.1%
Goldman Sachs
177
Goldman Sachs
New York
$230K
CFB
178
Cullen/Frost Bankers
Texas
$228K
DWM
179
Darwin Wealth Management
Florida
$222K
CA
180
Calton & Associates
Florida
$222K +$216K +14,173 New
CRC
181
Curi RMB Capital
Illinois
$221K
WDL
182
Well Done LLC
Michigan
$221K
WWM
183
Western Wealth Management
Colorado
$218K +$211K +13,865 New
MOS
184
MGO One Seven
Ohio
$217K -$106 -7 -0.1%
PFM
185
Parsec Financial Management
North Carolina
$217K
NSIM
186
North Star Investment Management
Illinois
$216K +$24.6K +1,618 +13%
BFA
187
Beaumont Financial Advisors
Massachusetts
$214K -$82.9K -5,451 -29%
SAM
188
Seelaus Asset Management
New Jersey
$213K +$167 +11 +0.1%
DP
189
Denver PWM
Colorado
$213K +$205K +13,480 New
ONB
190
Old National Bancorp
Indiana
$209K
BWCS
191
Beirne Wealth Consulting Services
Connecticut
$207K
CBTWT
192
Community Bank & Trust (Waco, Texas)
Texas
$206K
CCG
193
Ceeto Capital Group
Florida
$205K
TCA
194
Transcend Capital Advisors
New Jersey
$202K +$16.7K +1,100 +9%
SCA
195
SMH Capital Advisors
Texas
$199K +$193K +12,701 New
HH
196
Hilltop Holdings
Texas
$198K +$191K +12,576 New
SVWAG
197
Sound View Wealth Advisors Group
Georgia
$196K +$487 +32 +0.3%
JWCA
198
J.W. Cole Advisors
Florida
$196K +$5.6K +368 +3%
WAP
199
Wealthcare Advisory Partners
Pennsylvania
$196K +$47.2K +3,100 +33%
NPF
200
Norris Perne & French
Michigan
$190K

NEA Hedge Fund Activity: Q2 2021 in Review

290 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q2 2021, worth a combined $1.03B — up 3.2% from $997M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new NEA positions and 21 closed out — a net gain of 11 holders — while 99 added to existing stakes and 55 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $8.62M. The largest seller was Rivernorth Capital Management, cutting an estimated $27.4M.

  • 290 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q2 2021, up from 281 in Q1 2021.
  • Funds reported $1.03B of Nuveen AMT-Free Quality Municipal Income Fund stock for Q2 2021, up 3.2% quarter-over-quarter.
  • 32 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q2 2021 and 21 closed out, a net change of +11 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q2 2021 was Bramshill Investments, an estimated $8.62M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q2 2021 was Rivernorth Capital Management, an estimated $27.4M sold.

Based on aggregated 13F filings for Q2 2021.