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Nuveen AMT-Free Quality Municipal Income Fund

197 hedge funds and large institutions have $566M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 47 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 47

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

0.94% more ownership

Funds ownership: 15.61%16.55% (+0.94%)

0% more capital invested

Capital invested by funds: $564M → $566M (+$2M)

3% less funds holding

Funds holding: 203197 (-6)

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

Holders
197
Holders Change
-6
Holders Change %
-2.96%
% of All Funds
4.51%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
21
Increased
66
Reduced
47
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCP
201
Proficio Capital Partners
Massachusetts
-$4.81M -349,879 Closed
BAM
202
Brave Asset Management
New Jersey
-$1.82M -132,295 Closed
SAM
203
Shamrock Asset Management
Texas
-$1.48M -107,579 Closed
Squarepoint
204
Squarepoint
New York
-$1.17M -85,400 Closed
Cetera Investment Advisers
205
Cetera Investment Advisers
Illinois
-$784K -56,974 Closed
WAM
206
Weiss Asset Management
Massachusetts
-$465K -33,789 Closed
CCP
207
Corient Capital Partners
California
-$301K -21,901 Closed
PAG
208
Private Advisor Group
New Jersey
-$283K -20,512 Closed
Citadel Advisors
209
Citadel Advisors
Florida
-$274K -19,950 Closed
BAM
210
Belpointe Asset Management
Nevada
-$256K -18,615 Closed
IH
211
IFC Holdings
Florida
-$248K -18,015 Closed
VF
212
Virtu Financial
New York
-$156K -11,336 Closed
CAG
213
Crestwood Advisors Group
Massachusetts
-$148K -10,800 Closed
SCA
214
Snowden Capital Advisors
New York
-$145K -10,531 Closed
TA
215
Townsend & Associates
Colorado
-$144K -10,452 Closed
SSWM
216
Sheets Smith Wealth Management
North Carolina
-$140K -10,159 Closed
JP Morgan Chase
217
JP Morgan Chase
New York
-$116K -8,400 Closed
CA
218
Calton & Associates
Florida
-$83K -6,184 Closed
IWP
219
Icon Wealth Partners
Texas
-$59K -4,267 Closed
LCM
220
Liberty Capital Management
Michigan
-$39K -2,879 Closed
WA
221
Winfield Associates
Ohio
-$16K -1,152 Closed
PWM
222
Perigon Wealth Management
California
-$12K -900 Closed
CCM
223
Cribstone Capital Management
Maine
-$7K -507 Closed
ADL
224
Asset Dedication LLC
California
-$3K -239 Closed
MFBTD
225
MB Financial Bank - Trust Department
Illinois
-$2K -120 Closed

NEA Hedge Fund Activity: Q1 2018 in Review

197 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q1 2018, worth a combined $566M — up 0.35% from $564M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of NEA and 21 opened new positions — a net loss of 4 holders — while 47 trimmed existing stakes and 66 added.

The largest buyer was Karpus Investment Management, adding an estimated $9.96M. The largest seller was Proficio Capital Partners, exiting entirely with an estimated $4.81M sold.

  • 197 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q1 2018, down from 203 in Q4 2017.
  • Funds reported $566M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q1 2018, up 0.35% quarter-over-quarter.
  • 21 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q1 2018 and 25 closed out, a net change of -4 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q1 2018 was Karpus Investment Management, an estimated $9.96M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q1 2018 was Proficio Capital Partners, an estimated $4.81M sold.

Based on aggregated 13F filings for Q1 2018.