We are live on ! Find out more
NEA icon

Nuveen AMT-Free Quality Municipal Income Fund

281 hedge funds and large institutions have $893M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 91 increasing their positions, 46 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 15

98% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 46

12% more funds holding

Funds holding: 251281 (+30)

0% more capital invested

Capital invested by funds: $891M → $893M (+$1.6M)

0.83% less ownership

Funds ownership: 22.24%21.41% (-0.83%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
281
Holders Change
+30
Holders Change %
+11.95%
% of All Funds
4.97%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
48
Increased
91
Reduced
46
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$93.9M +$17M +1,163,263 +23%
Morgan Stanley
2
Morgan Stanley
New York
$83.8M -$2.76M -189,106 -3%
BI
3
Bramshill Investments
Florida
$77.6M +$9.29M +637,088 +14%
GC
4
Guggenheim Capital
Illinois
$62M -$236K -16,196 -0.4%
PPA
5
Parametric Portfolio Associates
Washington
$55.8M -$8.69M -596,451 -14%
UBS Group
6
UBS Group
Switzerland
$40.7M +$3.3M +226,542 +9%
Wells Fargo
7
Wells Fargo
California
$35.6M -$3.65M -250,651 -10%
SIA
8
Sit Investment Associates
Minnesota
$28.6M -$338K -23,215 -1%
V
9
Veritable
Delaware
$27.9M +$4.25M +291,280 +19%
MSL
10
Mackay Shields LLC
New York
$27.1M
Bank of America
11
Bank of America
North Carolina
$19.2M +$88K +6,038 +0.5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$15M +$1.02M +70,286 +8%
VanEck Associates
13
VanEck Associates
New York
$12.7M -$642K -44,039 -5%
Stifel Financial
14
Stifel Financial
Missouri
$12M +$738K +50,616 +7%
RJA
15
Raymond James & Associates
Florida
$11.2M -$1.49M -102,372 -12%
KIM
16
Karpus Investment Management
New York
$10.7M -$51.2M -3,511,029 -83%
JP Morgan Chase
17
JP Morgan Chase
New York
$9.95M
COLIM
18
City of London Investment Management
United Kingdom
$8.65M -$2.98M -204,179 -26%
OA
19
Oxbow Advisors
Texas
$8.22M -$510K -34,992 -6%
HKAM
20
Horizon Kinetics Asset Management
New York
$8.13M
HighTower Advisors
21
HighTower Advisors
Illinois
$8.12M +$3.08M +211,117 +65%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$8.03M +$798K +54,745 +11%
DFG
23
Delphi Financial Group
Delaware
$7.57M
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$7.38M +$476K +32,641 +7%
LPL Financial
25
LPL Financial
California
$7.12M +$400K +27,419 +6%

NEA Hedge Fund Activity: Q4 2020 in Review

281 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q4 2020, worth a combined $893M — up 0.18% from $891M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new NEA positions and 15 closed out — a net gain of 33 holders — while 91 added to existing stakes and 46 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $17M. The largest seller was Karpus Investment Management, cutting an estimated $51.2M.

  • 281 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q4 2020, up from 251 in Q3 2020.
  • Funds reported $893M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q4 2020, up 0.18% quarter-over-quarter.
  • 48 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q4 2020 and 15 closed out, a net change of +33 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q4 2020 was Rivernorth Capital Management, an estimated $17M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q4 2020 was Karpus Investment Management, an estimated $51.2M sold.

Based on aggregated 13F filings for Q4 2020.