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Nuveen AMT-Free Quality Municipal Income Fund

310 hedge funds and large institutions have $1.01B invested in Nuveen AMT-Free Quality Municipal Income Fund in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 105 increasing their positions, 56 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 27

88% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 56

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

8% more funds holding

Funds holding: 288310 (+22)

5% more capital invested

Capital invested by funds: $957M → $1.01B (+$48.3M)

0.5% more ownership

Funds ownership: 21.09%21.59% (+0.5%)

Holders
310
Holders Change
+22
Holders Change %
+7.64%
% of All Funds
4.77%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
52
Increased
105
Reduced
56
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
176
Maxele Advisors
Missouri
$271K +$264K +17,350 New
BFA
177
Beaumont Financial Advisors
Massachusetts
$264K -$7.06K -464 -3%
IWN
178
Independent Wealth Network
Iowa
$264K -$548 -36 -0.2%
UB
179
UMB Bank
Missouri
$264K +$258K +16,951 New
CT
180
Caldwell Trust
Florida
$259K +$74.2K +4,878 +42%
WMS
181
Wealth Management Solutions
Pennsylvania
$255K +$249K +16,376 New
AF
182
Advisornet Financial
Minnesota
$254K +$12.7K +833 +5%
FAG
183
Fortitude Advisory Group
Washington
$246K +$240K +15,796 New
ACP
184
Aveo Capital Partners
Colorado
$243K +$237K +15,571 New
PGFC
185
Peapack-Gladstone Financial Corp
New Jersey
$241K
CCFM
186
Clear Creek Financial Management
Washington
$238K +$232K +15,273 New
BHWM
187
Bar Harbor Wealth Management
New Hampshire
$235K -$21.3K -1,399 -8%
BCA
188
Bay Colony Advisors
Massachusetts
$234K +$456 +30 +0.2%
CFB
189
Cullen/Frost Bankers
Texas
$226K
CA
190
Calton & Associates
Florida
$223K +$1.32K +87 +0.6%
WDL
191
Well Done LLC
Michigan
$220K
CRC
192
Curi RMB Capital
Illinois
$219K
MOS
193
MGO One Seven
Ohio
$215K -$7.5K -493 -3%
SAM
194
Seelaus Asset Management
New Jersey
$212K +$167 +11 +0.1%
VAG
195
VisionPoint Advisory Group
Texas
$211K +$654 +43 +0.3%
DP
196
Denver PWM
Colorado
$209K
PFM
197
Parsec Financial Management
North Carolina
$207K
BWCS
198
Beirne Wealth Consulting Services
Connecticut
$205K +$200K +13,162 New
MM
199
Main Management
California
$203K -$304K -20,000 -61%
CCG
200
Ceeto Capital Group
Florida
$203K

NEA Hedge Fund Activity: Q4 2021 in Review

310 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q4 2021, worth a combined $1.01B — up 5% from $957M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new NEA positions and 27 closed out — a net gain of 25 holders — while 105 added to existing stakes and 56 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $8.82M. The largest seller was Citadel Advisors, exiting entirely with an estimated $16.5M sold.

  • 310 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q4 2021, up from 288 in Q3 2021.
  • Funds reported $1.01B of Nuveen AMT-Free Quality Municipal Income Fund stock for Q4 2021, up 5% quarter-over-quarter.
  • 52 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q4 2021 and 27 closed out, a net change of +25 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q4 2021 was Rivernorth Capital Management, an estimated $8.82M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q4 2021 was Citadel Advisors, an estimated $16.5M sold.

Based on aggregated 13F filings for Q4 2021.