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Nuveen AMT-Free Quality Municipal Income Fund
NEA

296 hedge funds and large institutions have $839M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 80 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 38

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

21% more capital invested

Capital invested by funds: $692M → $839M (+$147M)

2.85% more ownership

Funds ownership: 21.86% → 24.71% (+2.8%)

2% more funds holding

Funds holding: 290 → 296 (+6)

7% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 86

Holders
296
Holders Change
+6
Holders Change %
+2.07%
% of All Funds
4.76%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
50
Increased
80
Reduced
86
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$65.4M
2
RCM
Rivernorth Capital Management
Florida
+$34.7M
3
HighTower Advisors
HighTower Advisors
Illinois
+$5.12M
4
LSC
Logan Stone Capital
Illinois
+$2.51M
5
BI
Bramshill Investments
Florida
+$2.37M

Top Sellers

1
V
Veritable
Delaware
-$11.6M
2
Morgan Stanley
Morgan Stanley
New York
-$5.98M
3
UBS Group
UBS Group
Switzerland
-$5.79M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$4.17M
5
OA
Oxbow Advisors
Texas
-$4.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
176
Sandy Spring Bank
Maryland
$199K – – –
WFM
177
Wolff Financial Management
Michigan
$195K -$310K -28,453 -62%
ATC
178
Argent Trust Co
Tennessee
$194K +$186K +17,043 New
LFAS
179
Level Four Advisory Services
Texas
$194K +$186K +17,028 New
WKWM
180
Walter & Keenan Wealth Management
Indiana
$193K -$43.6K -4,000 -19%
DWM
181
Destination Wealth Management
California
$193K +$185K +16,936 New
CT
182
Caldwell Trust
Florida
$189K – – –
PWP
183
Private Wealth Partners
California
$188K +$68.2K +6,250 +61%
WMS
184
Wealth Management Solutions
Pennsylvania
$186K – – –
TF
185
TIAA FSB
Florida
$181K -$29.1K -2,666 -14%
Corient Private Wealth
186
Corient Private Wealth
Florida
$181K +$174K +15,928 New
FAG
187
Fortitude Advisory Group
Washington
$180K – – –
DADC
188
D.A. Davidson & Co
Montana
$177K -$3.83K -351 -2%
AA
189
Ancora Advisors
Ohio
$176K – – –
GWSG
190
GPS Wealth Strategies Group
Colorado
$175K – – –
ECG
191
Edge Capital Group
Georgia
$173K +$166K +15,230 New
AR
192
Apeiron RIA
Texas
$172K +$33 +3 +0%
BCM
193
Brookstone Capital Management
Illinois
$165K +$160K +14,658 New
BAM
194
Belpointe Asset Management
Nevada
$163K -$57K -5,222 -27%
WDL
195
Well Done LLC
Michigan
$160K – – –
CRC
196
Curi RMB Capital
Illinois
$160K – – –
SWM
197
SeaCrest Wealth Management
New York
$158K +$1.1K +101 +0.7%
USCWA
198
U.S. Capital Wealth Advisors
Texas
$156K +$150K +13,750 New
Carson Wealth (CWM LLC)
199
Carson Wealth (CWM LLC)
Nebraska
$156K +$114K +10,437 +315%
IWA
200
Icon Wealth Advisors
Texas
$151K +$2.43K +223 +2%
6 7
8
9 10

NEA Hedge Fund Activity: Q4 2022 in Review

296 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q4 2022, worth a combined $839M — up 21% from $692M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new NEA positions and 38 closed out — a net gain of 12 holders — while 80 added to existing stakes and 86 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $65.4M. The largest seller was Veritable, exiting entirely with an estimated $11.6M sold.

  • 296 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q4 2022, up from 290 in Q3 2022.
  • Funds reported $839M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q4 2022, up 21% quarter-over-quarter.
  • 50 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q4 2022 and 38 closed out, a net change of +12 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q4 2022 was Karpus Investment Management, an estimated $65.4M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q4 2022 was Veritable, an estimated $11.6M sold.

Based on aggregated 13F filings for Q4 2022.