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Nuveen AMT-Free Quality Municipal Income Fund

281 hedge funds and large institutions have $997M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 101 increasing their positions, 62 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 62

22% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 32

12% more capital invested

Capital invested by funds: $893M → $997M (+$104M)

1.06% more ownership

Funds ownership: 21.41%22.47% (+1.1%)

0% more funds holding

Funds holding: 281281 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
281
Holders Change
Holders Change %
0%
% of All Funds
4.93%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
39
Increased
101
Reduced
62
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
201
Acorn Wealth Advisors
Michigan
$165K +$165K +11,154 New
DHFB
202
Dixon Hubard Feinour & Brown
Virginia
$163K
FUBT
203
First United Bank & Trust
Maryland
$163K
DBIA
204
Dumont & Blake Investment Advisors
New Jersey
$159K +$159K +10,712 New
RFN
205
RDA Financial Network
Iowa
$156K +$156K +10,510 New
SB
206
Simmons Bank
Arkansas
$155K
CB
207
Commerce Bank
Missouri
$155K +$1.17K +79 +0.8%
KA
208
Kercheville Advisors
Texas
$152K
WP
209
WealthShield Partners
North Carolina
$150K -$122K -8,229 -45%
CFG
210
CMC Financial Group
Georgia
$149K +$149K +10,042 New
MCM
211
Maryland Capital Management
Maryland
$148K
FIA
212
FNY Investment Advisers
New York
$143K +$17K +1,150 +13%
WAP
213
Wealthcare Advisory Partners
Pennsylvania
$139K +$139K +9,401 New
BFG
214
Baron Financial Group
New Jersey
$139K
CF
215
Centaurus Financial
California
$131K
WB
216
Webster Bank
Connecticut
$111K -$23.8K -1,605 -18%
COCM
217
Charter Oak Capital Management
New Hampshire
$104K
CWM
218
Cranbrook Wealth Management
Michigan
$96K
SSC
219
Syverson Strege & Co
Iowa
$95K -$51.3K -3,466 -35%
BFEC
220
Benjamin F. Edwards & Company
Missouri
$95K
CWC
221
Carolinas Wealth Consulting
North Carolina
$91K +$504 +34 +0.6%
AssetMark Inc
222
AssetMark Inc
California
$84K +$58.8K +3,972 +230%
AF
223
Advisornet Financial
Minnesota
$82K +$578 +39 +0.7%
APA
224
American Portfolios Advisors
New York
$69.5K +$24.7K +1,670 +55%
EWM
225
Edge Wealth Management
New York
$67K

NEA Hedge Fund Activity: Q1 2021 in Review

281 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q1 2021, worth a combined $997M — up 12% from $893M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new NEA positions and 32 closed out — a net gain of 7 holders — while 101 added to existing stakes and 62 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $46.7M. The largest seller was Wells Fargo, cutting an estimated $7.51M.

  • 281 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $997M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q1 2021, up 12% quarter-over-quarter.
  • 39 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q1 2021 and 32 closed out, a net change of +7 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q1 2021 was Rivernorth Capital Management, an estimated $46.7M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q1 2021 was Wells Fargo, an estimated $7.51M sold.

Based on aggregated 13F filings for Q1 2021.