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Nuveen AMT-Free Quality Municipal Income Fund
NEA

303 hedge funds and large institutions have $1.17B invested in Nuveen AMT-Free Quality Municipal Income Fund in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $1.14B → $1.17B (+$31.9M)

2% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 94

0.24% less ownership

Funds ownership: 34.36% → 34.12% (-0.24%)

5% less funds holding

Funds holding: 318 → 303 (-15)

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

27% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 37

Holders
303
Holders Change
-15
Holders Change %
-4.72%
% of All Funds
4.38%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
27
Increased
96
Reduced
94
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MSL
Mackay Shields LLC
New York
+$21.6M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
+$18.2M
3
BlackRock
BlackRock
New York
+$16.3M
4
SIA
Sit Investment Associates
Minnesota
+$6.22M
5
KIM
Karpus Investment Management
New York
+$5.13M

Top Sellers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
-$36.7M
2
LSC
Logan Stone Capital
Illinois
-$17.5M
3
SCM
Saba Capital Management
New York
-$9.85M
4
AA
AQR Arbitrage
Connecticut
-$5.51M
5
RVPG
Relative Value Partners Group
-$4.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAMOG
176
Investors Asset Management of Georgia
Georgia
$219K +$88 +8 +0%
MWM
177
Melfa Wealth Management
Massachusetts
$218K +$208K +18,982 New
IWM
178
IHT Wealth Management
Illinois
$217K +$2.42K +221 +1%
AWS
179
Atria Wealth Solutions
New York
$211K -$1.85K -169 -0.9%
MA
180
MBA Advisors
Pennsylvania
$211K – – –
VAG
181
VisionPoint Advisory Group
Texas
$209K +$50.5K +4,617 +34%
CT
182
Caldwell Trust
Florida
$208K – – –
BHWM
183
Bar Harbor Wealth Management
New Hampshire
$203K – – –
WANY
184
Wealthspire Advisors (New York)
New York
$202K – – –
HCM
185
Hollencrest Capital Management
California
$199K – – –
VCM
186
Vivaldi Capital Management
Illinois
$198K – – –
BRWA
187
B. Riley Wealth Advisors
Florida
$195K -$35.7K -3,257 -16%
XT
188
XTX Topco
Cayman Islands
$194K +$186K +16,956 New
CNBTD
189
Citizens National Bank Trust Department
Mississippi
$191K +$35K +3,200 +24%
MWM
190
Modern Wealth Management
Kansas
$188K +$179K +16,376 New
CTC
191
Central Trust Company
Missouri
$187K +$178K +16,282 New
IWC
192
Integrated Wealth Concepts
Massachusetts
$182K – – –
OAM
193
Occidental Asset Management
California
$181K -$449 -41 -0.3%
MC
194
Moors & Cabot
Massachusetts
$180K +$16.4K +1,500 +11%
AIA
195
Armor Investment Advisors
North Carolina
$178K – – –
AA
196
Ancora Advisors
Ohio
$177K – – –
Focus Partners Wealth
197
Focus Partners Wealth
Massachusetts
$177K +$169K +15,437 New
SAM
198
Seelaus Asset Management
New Jersey
$175K +$10.9K +1,000 +7%
Carson Wealth (CWM LLC)
199
Carson Wealth (CWM LLC)
Nebraska
$170K -$49.2K -4,494 -23%
AR
200
Apeiron RIA
Texas
$170K – – –
6 7
8
9 10

NEA Hedge Fund Activity: Q2 2024 in Review

303 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q2 2024, worth a combined $1.17B — up 2.8% from $1.14B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of NEA and 27 opened new positions — a net loss of 10 holders — while 94 trimmed existing stakes and 96 added.

The largest buyer was Mackay Shields LLC, adding an estimated $21.6M. The largest seller was Bramshill Investments, cutting an estimated $36.7M.

  • 303 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q2 2024, down from 318 in Q1 2024.
  • Funds reported $1.17B of Nuveen AMT-Free Quality Municipal Income Fund stock for Q2 2024, up 2.8% quarter-over-quarter.
  • 27 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q2 2024 and 37 closed out, a net change of -10 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q2 2024 was Mackay Shields LLC, an estimated $21.6M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q2 2024 was Bramshill Investments, an estimated $36.7M sold.

Based on aggregated 13F filings for Q2 2024.