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Nuveen AMT-Free Quality Municipal Income Fund

251 hedge funds and large institutions have $891M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 79 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

61% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 49

6% more funds holding

Funds holding: 237251 (+14)

2.05% less ownership

Funds ownership: 24.29%22.24% (-2%)

5% less capital invested

Capital invested by funds: $941M → $891M (-$49.4M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
251
Holders Change
+14
Holders Change %
+5.91%
% of All Funds
5.06%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
27
Increased
79
Reduced
49
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
201
Tradewinds Capital Management
Washington
$71K
EWM
202
Edge Wealth Management
New York
$65K -$25.1K -1,750 -28%
SIC
203
Salem Investment Counselors
North Carolina
$58K
NFSG
204
Newbridge Financial Services Group
Florida
$52K +$52.1K +3,634 New
PFSC
205
Peoples Financial Services Corp
Pennsylvania
$49K
HFM
206
Hartford Financial Management
Connecticut
$44K
APA
207
American Portfolios Advisors
New York
$43.3K
WT
208
Washington Trust
Rhode Island
$43K
SFS
209
Sowell Financial Services
Arkansas
$43K +$517 +36 +1%
S
210
SignatureFD
Georgia
$42K
FMP
211
Financial Management Professionals
Texas
$37K
HIA
212
Harbor Investment Advisory
Maryland
$36K
BCA
213
Berman Capital Advisors
Georgia
$35K +$35.9K +2,500 New
PFGIA
214
Patriot Financial Group Insurance Agency
Massachusetts
$34K
WEC
215
Winslow Evans & Crocker
Massachusetts
$32K
DAM
216
Delta Asset Management
Tennessee
$31K
PAM
217
Panagora Asset Management
Massachusetts
$31K
MLFP
218
MPS Loria Financial Planners
Illinois
$30K
RBC
219
Roble Belko & Company
Pennsylvania
$30K
BAM
220
Bellevue Asset Management
Washington
$29K
GRP
221
Global Retirement Partners
California
$29K
FP
222
Financial Perspectives
Minnesota
$28.9K
VFA
223
Valeo Financial Advisors
Indiana
$27K
TRCT
224
Tower Research Capital (TRC)
New York
$26K
AssetMark Inc
225
AssetMark Inc
California
$25K

NEA Hedge Fund Activity: Q3 2020 in Review

251 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q3 2020, worth a combined $891M — down 5.3% from $941M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new NEA positions and 12 closed out — a net gain of 15 holders — while 79 added to existing stakes and 49 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $23.1M. The largest seller was Wells Fargo, cutting an estimated $45.9M.

  • 251 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q3 2020, up from 237 in Q2 2020.
  • Funds reported $891M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q3 2020, down 5.3% quarter-over-quarter.
  • 27 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q3 2020 and 12 closed out, a net change of +15 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q3 2020 was Bramshill Investments, an estimated $23.1M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q3 2020 was Wells Fargo, an estimated $45.9M sold.

Based on aggregated 13F filings for Q3 2020.