We are live on ! Find out more
NEA icon

Nuveen AMT-Free Quality Municipal Income Fund

216 hedge funds and large institutions have $734M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2018 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 58 increasing their positions, 53 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 34

11% more capital invested

Capital invested by funds: $659M → $734M (+$75M)

3.45% more ownership

Funds ownership: 19.21%22.66% (+3.4%)

1% more funds holding

Funds holding: 213216 (+3)

9% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 53

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
216
Holders Change
+3
Holders Change %
+1.41%
% of All Funds
4.81%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
40
Increased
58
Reduced
53
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KPCM
201
Kings Point Capital Management
New York
$15K +$15.3K +1,249 New
FEG
202
Financial Enhancement Group
Indiana
$14K
OFW
203
Omnia Family Wealth
Florida
$13K
AOWM
204
Alpha Omega Wealth Management
Virginia
$12K
BWA
205
BDO Wealth Advisors
Florida
$12K
CTC
206
Central Trust Company
Missouri
$12K
FCA
207
FinTrust Capital Advisors
South Carolina
$12K +$11.6K +943 New
CAC
208
Certified Advisory Corp
Florida
$10K +$172 +14 +2%
POIA
209
Pin Oak Investment Advisors
Texas
$9K
CFGS
210
Concourse Financial Group Securities
Alabama
$9K +$9.2K +750 New
LPWM
211
Lake Point Wealth Management
Texas
$9K +$9.35K +762 New
MRCM
212
M&R Capital Management
New Jersey
$8K
Northern Trust
213
Northern Trust
Illinois
$8K +$117K +9,542 +17%
MA
214
MUFG Americas
New York
$7K +$7.32K +597 New
SBL
215
Sargent Bickham Lagudis
Colorado
$6K
DWM
216
Doyle Wealth Management
Florida
$6K +$5.91K +482 New
FANJ
217
Financial Architects (New Jersey)
New Jersey
$5K
SIAP
218
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2K
FHB
219
First Hawaiian Bank
Hawaii
$1K
KTC
220
Kistler-Tiffany Companies
Pennsylvania
$1K
LB
221
Landmark Bank
Missouri
-$5.56M -438,936 Closed
NMC
222
Nine Masts Capital
Hong Kong
-$2.29M -181,100 Closed
TFS
223
TrustCore Financial Services
Tennessee
-$861K -68,000 Closed
SLA
224
Silver Lake Advisory
Utah
-$505K -39,908 Closed
CWM
225
Cornerstone Wealth Management
Missouri
-$2.18M -30,067 Closed

NEA Hedge Fund Activity: Q4 2018 in Review

216 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q4 2018, worth a combined $734M — up 11% from $659M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new NEA positions and 34 closed out — a net gain of 6 holders — while 58 added to existing stakes and 53 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $76M. The largest seller was UBS Group, cutting an estimated $14.3M.

  • 216 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q4 2018, up from 213 in Q3 2018.
  • Funds reported $734M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q4 2018, up 11% quarter-over-quarter.
  • 40 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q4 2018 and 34 closed out, a net change of +6 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q4 2018 was Karpus Investment Management, an estimated $76M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q4 2018 was UBS Group, an estimated $14.3M sold.

Based on aggregated 13F filings for Q4 2018.