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Nuveen AMT-Free Quality Municipal Income Fund
NEA

303 hedge funds and large institutions have $1.17B invested in Nuveen AMT-Free Quality Municipal Income Fund in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $1.14B → $1.17B (+$31.9M)

2% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 94

0.24% less ownership

Funds ownership: 34.36% → 34.12% (-0.24%)

5% less funds holding

Funds holding: 318 → 303 (-15)

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

27% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 37

Holders
303
Holders Change
-15
Holders Change %
-4.72%
% of All Funds
4.38%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
27
Increased
96
Reduced
94
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MSL
Mackay Shields LLC
New York
+$21.6M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
+$18.2M
3
BlackRock
BlackRock
New York
+$16.3M
4
SIA
Sit Investment Associates
Minnesota
+$6.22M
5
KIM
Karpus Investment Management
New York
+$5.13M

Top Sellers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
-$36.7M
2
LSC
Logan Stone Capital
Illinois
-$17.5M
3
SCM
Saba Capital Management
New York
-$9.85M
4
AA
AQR Arbitrage
Connecticut
-$5.51M
5
RVPG
Relative Value Partners Group
-$4.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
201
Simon Quick Advisors
New Jersey
$169K -$83.6K -7,633 -34%
KCIC
202
Kuhn & Co Investment Counsel
Illinois
$168K – – –
BCA
203
Bay Colony Advisors
Massachusetts
$167K +$547 +50 +0.3%
MSWM
204
McGlone Suttner Wealth Management
Wisconsin
$167K +$166K +15,155 New
SWM
205
Seed Wealth Management
Illinois
$166K – – –
DWM
206
Drive Wealth Management
Utah
$162K -$21.9K -2,000 -12%
SCA
207
Snowden Capital Advisors
New York
$161K -$25.6K -2,335 -14%
DADC
208
D.A. Davidson & Co
Montana
$161K +$88 +8 +0.1%
Jane Street
209
Jane Street
New York
$158K +$151K +13,798 New
SFG
210
Sovereign Financial Group
Connecticut
$157K +$843 +77 +0.6%
WP
211
Wealthspan Partners
Iowa
$155K +$148K +13,482 New
CAG
212
Csenge Advisory Group
Florida
$151K – – –
JWCA
213
J.W. Cole Advisors
Florida
$151K +$613 +56 +0.4%
SWA
214
SFMG Wealth Advisors
Texas
$150K -$4.28K -391 -3%
SS
215
Sunbelt Securities
Texas
$148K +$1.66K +152 +1%
TIAA Trust, National Association
216
TIAA Trust, National Association
North Carolina
$146K +$23.1K +2,112 +20%
PWP
217
Private Wealth Partners
California
$143K – – –
Bank of New York Mellon
218
Bank of New York Mellon
New York
$143K -$58.8K -5,374 -30%
KP
219
Keel Point
Alabama
$141K +$132K +12,100 New
TL
220
Tradewinds LLC
North Carolina
$140K +$134K +12,228 New
TCWM
221
Total Clarity Wealth Management
Illinois
$140K -$9.88K -903 -7%
NSIM
222
North Star Investment Management
Illinois
$139K – – –
SCA
223
SMH Capital Advisors
Texas
$137K – – –
PCM
224
Permanent Capital Management
Illinois
$136K +$136K +12,416 New
SWA
225
Strategies Wealth Advisors
Michigan
$134K – – –
7 8
9
10 11

NEA Hedge Fund Activity: Q2 2024 in Review

303 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q2 2024, worth a combined $1.17B — up 2.8% from $1.14B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of NEA and 27 opened new positions — a net loss of 10 holders — while 94 trimmed existing stakes and 96 added.

The largest buyer was Mackay Shields LLC, adding an estimated $21.6M. The largest seller was Bramshill Investments, cutting an estimated $36.7M.

  • 303 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q2 2024, down from 318 in Q1 2024.
  • Funds reported $1.17B of Nuveen AMT-Free Quality Municipal Income Fund stock for Q2 2024, up 2.8% quarter-over-quarter.
  • 27 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q2 2024 and 37 closed out, a net change of -10 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q2 2024 was Mackay Shields LLC, an estimated $21.6M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q2 2024 was Bramshill Investments, an estimated $36.7M sold.

Based on aggregated 13F filings for Q2 2024.