We are live on ! Find out more
NEA icon

Nuveen AMT-Free Quality Municipal Income Fund

281 hedge funds and large institutions have $997M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 101 increasing their positions, 62 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 62

22% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 32

12% more capital invested

Capital invested by funds: $893M → $997M (+$104M)

1.06% more ownership

Funds ownership: 21.41%22.47% (+1.1%)

0% more funds holding

Funds holding: 281281 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
281
Holders Change
Holders Change %
0%
% of All Funds
4.93%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
39
Increased
101
Reduced
62
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$139M +$46.7M +3,150,039 +51%
PPA
2
Parametric Portfolio Associates
Washington
$89.6M +$34.9M +2,352,596 +64%
Morgan Stanley
3
Morgan Stanley
New York
$78.7M -$3.51M -236,838 -4%
BI
4
Bramshill Investments
Florida
$78.4M +$2.2M +148,789 +3%
GC
5
Guggenheim Capital
Illinois
$60M -$825K -55,716 -1%
UBS Group
6
UBS Group
Switzerland
$41.1M +$1.23M +82,797 +3%
V
7
Veritable
Delaware
$33.1M +$5.75M +388,303 +21%
MSL
8
Mackay Shields LLC
New York
$31.1M +$4.49M +303,265 +17%
SIA
9
Sit Investment Associates
Minnesota
$29.5M +$1.4M +94,812 +5%
Wells Fargo
10
Wells Fargo
California
$27.5M -$7.51M -506,641 -21%
Bank of America
11
Bank of America
North Carolina
$20.3M +$1.42M +95,736 +8%
KIM
12
Karpus Investment Management
New York
$16M +$5.47M +369,138 +52%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$13.9M -$808K -54,511 -5%
VanEck Associates
14
VanEck Associates
New York
$13.6M +$1.05M +70,756 +8%
Stifel Financial
15
Stifel Financial
Missouri
$13.2M +$1.46M +98,573 +12%
RJA
16
Raymond James & Associates
Florida
$11.8M +$866K +58,439 +8%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$8.58M +$703K +47,481 +9%
GCP
18
Gill Capital Partners
Colorado
$8.37M +$814K +54,939 +11%
JP Morgan Chase
19
JP Morgan Chase
New York
$8.02M -$1.75M -118,204 -18%
OA
20
Oxbow Advisors
Texas
$7.95M -$123K -8,295 -2%
HKAM
21
Horizon Kinetics Asset Management
New York
$7.89M -$88.5K -5,976 -1%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$7.56M +$310K +20,903 +4%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$7.48M +$1.56M +105,631 +26%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$7.26M +$2.23M +150,197 +44%
SW
25
SlateStone Wealth
Florida
$7.13M +$544K +36,691 +8%

NEA Hedge Fund Activity: Q1 2021 in Review

281 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q1 2021, worth a combined $997M — up 12% from $893M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new NEA positions and 32 closed out — a net gain of 7 holders — while 101 added to existing stakes and 62 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $46.7M. The largest seller was Wells Fargo, cutting an estimated $7.51M.

  • 281 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $997M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q1 2021, up 12% quarter-over-quarter.
  • 39 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q1 2021 and 32 closed out, a net change of +7 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q1 2021 was Rivernorth Capital Management, an estimated $46.7M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q1 2021 was Wells Fargo, an estimated $7.51M sold.

Based on aggregated 13F filings for Q1 2021.