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Nuveen AMT-Free Quality Municipal Income Fund

290 hedge funds and large institutions have $1.03B invested in Nuveen AMT-Free Quality Municipal Income Fund in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 99 increasing their positions, 55 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 55

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3% more funds holding

Funds holding: 281290 (+9)

3% more capital invested

Capital invested by funds: $997M → $1.03B (+$31.9M)

0.58% less ownership

Funds ownership: 22.47%21.89% (-0.58%)

Holders
290
Holders Change
+9
Holders Change %
+3.2%
% of All Funds
5.05%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
32
Increased
99
Reduced
55
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$119M -$27.4M -1,801,692 -19%
BI
2
Bramshill Investments
Florida
$92M +$8.62M +566,477 +11%
PPA
3
Parametric Portfolio Associates
Washington
$88.3M -$6.46M -424,819 -7%
Morgan Stanley
4
Morgan Stanley
New York
$85.8M +$2.33M +152,927 +3%
GC
5
Guggenheim Capital
Illinois
$63.7M +$172K +11,298 +0.3%
UBS Group
6
UBS Group
Switzerland
$46.1M +$2.42M +159,135 +6%
V
7
Veritable
Delaware
$35.8M +$648K +42,605 +2%
MSL
8
Mackay Shields LLC
New York
$32.9M
SIA
9
Sit Investment Associates
Minnesota
$28.8M -$2.35M -154,717 -8%
Bank of America
10
Bank of America
North Carolina
$22.2M +$736K +48,348 +4%
Wells Fargo
11
Wells Fargo
California
$18M -$10.8M -707,947 -38%
VanEck Associates
12
VanEck Associates
New York
$15.8M +$1.36M +89,380 +10%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$15.2M +$469K +30,828 +3%
Stifel Financial
14
Stifel Financial
Missouri
$14.1M +$132K +8,649 +1%
RJA
15
Raymond James & Associates
Florida
$13M +$454K +29,869 +4%
KIM
16
Karpus Investment Management
New York
$10.9M -$5.83M -383,497 -36%
GCP
17
Gill Capital Partners
Colorado
$9.96M +$1.05M +69,211 +12%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$9.68M +$1.93M +126,921 +26%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$9.49M +$393K +25,806 +4%
HWAM
20
Hennion & Walsh Asset Management
New Jersey
$9.35M +$1.75M +114,705 +24%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$8.79M +$759K +49,862 +10%
OA
22
Oxbow Advisors
Texas
$8.61M +$179K +11,770 +2%
JP Morgan Chase
23
JP Morgan Chase
New York
$8.49M
HKAM
24
Horizon Kinetics Asset Management
New York
$8.36M -$2.24K -147 -0%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$8.14M +$210K +13,787 +3%

NEA Hedge Fund Activity: Q2 2021 in Review

290 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q2 2021, worth a combined $1.03B — up 3.2% from $997M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new NEA positions and 21 closed out — a net gain of 11 holders — while 99 added to existing stakes and 55 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $8.62M. The largest seller was Rivernorth Capital Management, cutting an estimated $27.4M.

  • 290 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q2 2021, up from 281 in Q1 2021.
  • Funds reported $1.03B of Nuveen AMT-Free Quality Municipal Income Fund stock for Q2 2021, up 3.2% quarter-over-quarter.
  • 32 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q2 2021 and 21 closed out, a net change of +11 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q2 2021 was Bramshill Investments, an estimated $8.62M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q2 2021 was Rivernorth Capital Management, an estimated $27.4M sold.

Based on aggregated 13F filings for Q2 2021.