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Nuveen AMT-Free Quality Municipal Income Fund

216 hedge funds and large institutions have $734M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2018 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 58 increasing their positions, 53 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 34

11% more capital invested

Capital invested by funds: $659M → $734M (+$75M)

3.45% more ownership

Funds ownership: 19.21%22.66% (+3.4%)

1% more funds holding

Funds holding: 213216 (+3)

9% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 53

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
216
Holders Change
+3
Holders Change %
+1.41%
% of All Funds
4.81%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
40
Increased
58
Reduced
53
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$167M +$76M +6,196,571 +84%
Morgan Stanley
2
Morgan Stanley
New York
$73.8M -$3.69M -300,875 -5%
Wells Fargo
3
Wells Fargo
California
$64.8M +$3.38M +275,529 +6%
RCM
4
Rivernorth Capital Management
Florida
$56.5M +$16M +1,302,713 +40%
PPA
5
Parametric Portfolio Associates
Washington
$44.2M -$6.28M -512,085 -12%
MSL
6
Mackay Shields LLC
New York
$22.1M
UBS Group
7
UBS Group
Switzerland
$20.2M -$14.3M -1,167,453 -42%
OA
8
Oxbow Advisors
Texas
$19.5M +$1.56M +127,345 +9%
V
9
Veritable
Delaware
$18.8M +$18.7M +1,526,599 New
SIA
10
Sit Investment Associates
Minnesota
$18M +$7.74M +631,401 +76%
Bank of America
11
Bank of America
North Carolina
$12.8M +$186K +15,147 +1%
Stifel Financial
12
Stifel Financial
Missouri
$10.9M +$836K +68,180 +8%
1CP
13
1607 Capital Partners
Virginia
$10.7M +$4.42M +360,503 +71%
RCM
14
Robinson Capital Management
Michigan
$10.4M +$906K +73,903 +10%
VanEck Associates
15
VanEck Associates
New York
$9.54M +$430K +35,050 +5%
Fiera Capital (Canada)
16
Fiera Capital (Canada)
Quebec, Canada
$8.2M +$1.22M +99,694 +18%
COLIM
17
City of London Investment Management
United Kingdom
$7.09M -$1.99M -162,122 -22%
HK
18
Horizon Kinetics
New York
$7.04M -$5.68K -463 -0.1%
HighTower Advisors
19
HighTower Advisors
Illinois
$6.16M -$11.4K -927 -0.2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$5.82M -$1.42M -115,940 -20%
RJA
21
Raymond James & Associates
Florida
$5.8M +$1.29M +105,508 +29%
LCM
22
Landscape Capital Management
New Jersey
$5.62M +$2.68M +218,401 +92%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$5.09M -$872K -71,114 -15%
GC
24
Guggenheim Capital
Illinois
$4.97M -$4.28M -348,703 -46%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$4.78M +$87.7K +7,149 +2%

NEA Hedge Fund Activity: Q4 2018 in Review

216 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q4 2018, worth a combined $734M — up 11% from $659M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new NEA positions and 34 closed out — a net gain of 6 holders — while 58 added to existing stakes and 53 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $76M. The largest seller was UBS Group, cutting an estimated $14.3M.

  • 216 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q4 2018, up from 213 in Q3 2018.
  • Funds reported $734M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q4 2018, up 11% quarter-over-quarter.
  • 40 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q4 2018 and 34 closed out, a net change of +6 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q4 2018 was Karpus Investment Management, an estimated $76M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q4 2018 was UBS Group, an estimated $14.3M sold.

Based on aggregated 13F filings for Q4 2018.