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Nuveen AMT-Free Quality Municipal Income Fund

310 hedge funds and large institutions have $1.01B invested in Nuveen AMT-Free Quality Municipal Income Fund in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 105 increasing their positions, 56 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 27

88% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 56

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

8% more funds holding

Funds holding: 288310 (+22)

5% more capital invested

Capital invested by funds: $957M → $1.01B (+$48.3M)

0.5% more ownership

Funds ownership: 21.09%21.59% (+0.5%)

Holders
310
Holders Change
+22
Holders Change %
+7.64%
% of All Funds
4.77%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
52
Increased
105
Reduced
56
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
201
Vivaldi Capital Management
Illinois
$203K
TCA
202
Transcend Capital Advisors
New Jersey
$203K +$883 +58 +0.4%
SCA
203
SMH Capital Advisors
Texas
$201K +$1.83K +120 +0.9%
ACP
204
Aviance Capital Partners
Florida
$199K
IWP
205
Icon Wealth Partners
Texas
$197K +$2.63K +173 +1%
JWCA
206
J.W. Cole Advisors
Florida
$196K +$624 +41 +0.3%
CB
207
Commerce Bank
Missouri
$196K +$31.9K +2,095 +20%
SVWAG
208
Sound View Wealth Advisors Group
Georgia
$196K +$191K +12,563 New
WAP
209
Wealthcare Advisory Partners
Pennsylvania
$195K
FFA
210
First Foundation Advisors
California
$194K -$151K -9,939 -44%
AAS
211
Avantax Advisory Services
Texas
$194K +$791 +52 +0.4%
HH
212
Hilltop Holdings
Texas
$193K
NSIM
213
North Star Investment Management
Illinois
$190K -$24.9K -1,636 -12%
NPF
214
Norris Perne & French
Michigan
$189K
GLA
215
Good Life Advisors
Pennsylvania
$186K +$2.19K +144 +1%
BRWA
216
B. Riley Wealth Advisors
Florida
$183K -$107K -7,061 -38%
PWPS
217
Pinnacle Wealth Planning Services
Ohio
$182K -$7.01K -461 -4%
SSWM
218
Sheets Smith Wealth Management
North Carolina
$179K +$137 +9 +0.1%
IF
219
IRON Financial
Illinois
$179K +$175K +11,480 New
AWA
220
Acorn Wealth Advisors
Michigan
$176K +$1.03K +68 +0.6%
SBIA
221
Sheaff Brock Investment Advisors
Indiana
$174K
THWM
222
Taylor Hoffman Wealth Management
Virginia
$173K -$4.69K -308 -3%
IWC
223
Integrated Wealth Concepts
Massachusetts
$173K +$168K +11,072 New
FUBT
224
First United Bank & Trust
Maryland
$172K
DBIA
225
Dumont & Blake Investment Advisors
New Jersey
$167K

NEA Hedge Fund Activity: Q4 2021 in Review

310 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q4 2021, worth a combined $1.01B — up 5% from $957M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new NEA positions and 27 closed out — a net gain of 25 holders — while 105 added to existing stakes and 56 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $8.82M. The largest seller was Citadel Advisors, exiting entirely with an estimated $16.5M sold.

  • 310 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q4 2021, up from 288 in Q3 2021.
  • Funds reported $1.01B of Nuveen AMT-Free Quality Municipal Income Fund stock for Q4 2021, up 5% quarter-over-quarter.
  • 52 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q4 2021 and 27 closed out, a net change of +25 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q4 2021 was Rivernorth Capital Management, an estimated $8.82M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q4 2021 was Citadel Advisors, an estimated $16.5M sold.

Based on aggregated 13F filings for Q4 2021.