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Nuveen AMT-Free Quality Municipal Income Fund
NEA

296 hedge funds and large institutions have $839M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 80 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 38

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

21% more capital invested

Capital invested by funds: $692M → $839M (+$147M)

2.85% more ownership

Funds ownership: 21.86% → 24.71% (+2.8%)

2% more funds holding

Funds holding: 290 → 296 (+6)

7% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 86

Holders
296
Holders Change
+6
Holders Change %
+2.07%
% of All Funds
4.76%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
50
Increased
80
Reduced
86
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$65.4M
2
RCM
Rivernorth Capital Management
Florida
+$34.7M
3
HighTower Advisors
HighTower Advisors
Illinois
+$5.12M
4
LSC
Logan Stone Capital
Illinois
+$2.51M
5
BI
Bramshill Investments
Florida
+$2.37M

Top Sellers

1
V
Veritable
Delaware
-$11.6M
2
Morgan Stanley
Morgan Stanley
New York
-$5.98M
3
UBS Group
UBS Group
Switzerland
-$5.79M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$4.17M
5
OA
Oxbow Advisors
Texas
-$4.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFGSD
201
Compass Financial Group (South Dakota)
South Dakota
$149K +$143K +13,082 New
WWM
202
Western Wealth Management
Colorado
$149K -$5.71K -523 -4%
VCM
203
Vivaldi Capital Management
Illinois
$147K – – –
OHWP
204
Oak Harbor Wealth Partners
North Carolina
$146K -$128K -11,705 -48%
WMA
205
Wealth Management Associates
New Jersey
$142K -$27.9K -2,554 -17%
ICG
206
InterOcean Capital Group
Tennessee
$142K +$5.45K +500 +4%
CB
207
Commerce Bank
Missouri
$141K +$135K +12,382 New
LFA
208
Lauterbach Financial Advisors
Texas
$139K – – –
NSIM
209
North Star Investment Management
Illinois
$138K – – –
ST
210
Sabal Trust
Florida
$135K +$130K +11,889 New
SCA
211
SMH Capital Advisors
Texas
$134K +$1.45K +133 +1%
DAS
212
Dynamic Advisor Solutions
Arizona
$133K -$56.5K -5,176 -31%
S
213
SignatureFD
Georgia
$133K +$94.9K +8,700 +294%
IWC
214
Integrated Wealth Concepts
Massachusetts
$132K – – –
AWA
215
Acorn Wealth Advisors
Michigan
$132K +$884 +81 +0.7%
WQ
216
Wealth Quarterback
New Jersey
$130K +$2.12K +194 +2%
SVWAG
217
Sound View Wealth Advisors Group
Georgia
$129K -$10.3K -940 -7%
PGFC
218
Peapack-Gladstone Financial Corp
New Jersey
$129K -$25.2K -2,306 -17%
SBIA
219
Sheaff Brock Investment Advisors
Indiana
$127K – – –
BJL
220
Brighton Jones LLC
Washington
$126K +$121K +11,107 New
CCFM
221
Clear Creek Financial Management
Washington
$126K – – –
JWCA
222
J.W. Cole Advisors
Florida
$125K +$284 +26 +0.2%
CYG
223
Clean Yield Group
Vermont
$125K +$1.08K +99 +0.9%
SA
224
Strategic Advisors
New York
$124K – – –
CIC
225
Cutler Investment Counsel
Oregon
$122K +$117K +10,745 New
7 8
9
10 11

NEA Hedge Fund Activity: Q4 2022 in Review

296 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q4 2022, worth a combined $839M — up 21% from $692M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new NEA positions and 38 closed out — a net gain of 12 holders — while 80 added to existing stakes and 86 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $65.4M. The largest seller was Veritable, exiting entirely with an estimated $11.6M sold.

  • 296 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q4 2022, up from 290 in Q3 2022.
  • Funds reported $839M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q4 2022, up 21% quarter-over-quarter.
  • 50 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q4 2022 and 38 closed out, a net change of +12 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q4 2022 was Karpus Investment Management, an estimated $65.4M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q4 2022 was Veritable, an estimated $11.6M sold.

Based on aggregated 13F filings for Q4 2022.