We are live on ! Find out more
NEA icon

Nuveen AMT-Free Quality Municipal Income Fund

290 hedge funds and large institutions have $940M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 101 increasing their positions, 71 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 71

12% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 26

1.53% more ownership

Funds ownership: 27.22%28.75% (+1.5%)

5% more capital invested

Capital invested by funds: $898M → $940M (+$42.5M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0% less funds holding

Funds holding: 291290 (-1)

Holders
290
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
4.55%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
29
Increased
101
Reduced
71
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
176
Stephens Inc
Arkansas
$200K -$477K -43,587 -70%
VAG
177
VisionPoint Advisory Group
Texas
$197K -$91.2K -8,341 -32%
SFC
178
Strategic Financial Concepts
Texas
$196K +$864 +79 +0.4%
BHWM
179
Bar Harbor Wealth Management
New Hampshire
$194K
WANY
180
Wealthspire Advisors (New York)
New York
$193K -$43.3K -3,961 -18%
FPCP
181
Fort Point Capital Partners
California
$192K +$192K +17,583 New
USCWA
182
U.S. Capital Wealth Advisors
Texas
$190K +$39.4K +3,600 +26%
VCM
183
Vivaldi Capital Management
Illinois
$187K +$16.7K +1,525 +10%
HI
184
Harbour Investments
Wisconsin
$185K -$8.65K -791 -4%
GVAG
185
Great Valley Advisor Group
Delaware
$185K -$10.9K -1,000 -6%
FAG
186
Fortitude Advisory Group
Washington
$182K +$8.88K +812 +5%
CT
187
Caldwell Trust
Florida
$181K
WMS
188
Wealth Management Solutions
Pennsylvania
$179K
AAS
189
Avantax Advisory Services
Texas
$172K +$50.1K +4,578 +41%
AA
190
Ancora Advisors
Ohio
$169K
ICMP
191
Integrated Capital Management (Pennsylvania)
Pennsylvania
$155K -$59.8K -5,465 -28%
CAG
192
Csenge Advisory Group
Florida
$154K +$154K +14,105 New
WDL
193
Well Done LLC
Michigan
$154K
OHWP
194
Oak Harbor Wealth Partners
North Carolina
$154K +$13.2K +1,203 +9%
CRC
195
Curi RMB Capital
Illinois
$154K
DADC
196
D.A. Davidson & Co
Montana
$150K -$27.1K -2,478 -15%
CB
197
Commerce Bank
Missouri
$150K
MSWM
198
McGlone Suttner Wealth Management
Wisconsin
$146K -$339K -30,955 -70%
Nomura Holdings
199
Nomura Holdings
Japan
$145K +$28.4K +2,600 +24%
CFGSD
200
Compass Financial Group (South Dakota)
South Dakota
$144K +$634 +58 +0.4%

NEA Hedge Fund Activity: Q2 2023 in Review

290 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q2 2023, worth a combined $940M — up 4.7% from $898M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new NEA positions and 26 closed out — a net gain of 3 holders — while 101 added to existing stakes and 71 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $30.9M. The largest seller was Guggenheim Capital, cutting an estimated $9.89M.

  • 290 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q2 2023, down from 291 in Q1 2023.
  • Funds reported $940M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q2 2023, up 4.7% quarter-over-quarter.
  • 29 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q2 2023 and 26 closed out, a net change of +3 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q2 2023 was Karpus Investment Management, an estimated $30.9M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q2 2023 was Guggenheim Capital, an estimated $9.89M sold.

Based on aggregated 13F filings for Q2 2023.