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Nuveen AMT-Free Quality Municipal Income Fund

290 hedge funds and large institutions have $1.03B invested in Nuveen AMT-Free Quality Municipal Income Fund in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 99 increasing their positions, 55 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 55

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3% more funds holding

Funds holding: 281290 (+9)

3% more capital invested

Capital invested by funds: $997M → $1.03B (+$31.9M)

0.58% less ownership

Funds ownership: 22.47%21.89% (-0.58%)

Holders
290
Holders Change
+9
Holders Change %
+3.2%
% of All Funds
5.05%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
32
Increased
99
Reduced
55
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
201
Avantax Advisory Services
Texas
$188K +$182K +11,953 New
CT
202
Caldwell Trust
Florida
$184K
PWPS
203
Pinnacle Wealth Planning Services
Ohio
$180K -$396 -26 -0.2%
KeyBank National Association
204
KeyBank National Association
Ohio
$180K
SSWM
205
Sheets Smith Wealth Management
North Carolina
$180K +$137 +9 +0.1%
THWM
206
Taylor Hoffman Wealth Management
Virginia
$179K
APW
207
Aurora Private Wealth
New Jersey
$178K +$1.34K +88 +0.8%
AWA
208
Acorn Wealth Advisors
Michigan
$176K +$1.02K +67 +0.6%
ICMP
209
Integrated Capital Management (Pennsylvania)
Pennsylvania
$176K +$171K +11,264 New
SBIA
210
Sheaff Brock Investment Advisors
Indiana
$175K
FUBT
211
First United Bank & Trust
Maryland
$173K
DBIA
212
Dumont & Blake Investment Advisors
New Jersey
$168K
WQ
213
Wealth Quarterback
New Jersey
$166K +$160K +10,542 New
RFN
214
RDA Financial Network
Iowa
$165K -$152 -10 -0.1%
SB
215
Simmons Bank
Arkansas
$165K
CB
216
Commerce Bank
Missouri
$164K
KA
217
Kercheville Advisors
Texas
$161K
CFG
218
CMC Financial Group
Georgia
$159K +$898 +59 +0.6%
NA
219
NewEdge Advisors
Louisiana
$158K +$153K +10,078 New
MCM
220
Maryland Capital Management
Maryland
$157K
BFG
221
Baron Financial Group
New Jersey
$143K -$4.11K -270 -3%
CF
222
Centaurus Financial
California
$139K
FIA
223
FNY Investment Advisers
New York
$125K -$26K -1,710 -18%
WB
224
Webster Bank
Connecticut
$118K
MCM
225
MV Capital Management
Maryland
$114K +$52.4K +3,442 +91%

NEA Hedge Fund Activity: Q2 2021 in Review

290 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q2 2021, worth a combined $1.03B — up 3.2% from $997M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new NEA positions and 21 closed out — a net gain of 11 holders — while 99 added to existing stakes and 55 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $8.62M. The largest seller was Rivernorth Capital Management, cutting an estimated $27.4M.

  • 290 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q2 2021, up from 281 in Q1 2021.
  • Funds reported $1.03B of Nuveen AMT-Free Quality Municipal Income Fund stock for Q2 2021, up 3.2% quarter-over-quarter.
  • 32 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q2 2021 and 21 closed out, a net change of +11 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q2 2021 was Bramshill Investments, an estimated $8.62M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q2 2021 was Rivernorth Capital Management, an estimated $27.4M sold.

Based on aggregated 13F filings for Q2 2021.