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Nuveen AMT-Free Quality Municipal Income Fund

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: 318303 (-15)

25% less funds holding in top 10

Funds holding in top 10: 86 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$289M +$5.13M +468,833 +2%
Morgan Stanley
2
Morgan Stanley
New York
$110M +$1.07M +97,835 +1%
RCM
3
Rivernorth Capital Management
Florida
$91.1M +$2.95M +269,496 +4%
SIA
4
Sit Investment Associates
Minnesota
$55M +$6.22M +567,930 +13%
MSL
5
Mackay Shields LLC
New York
$43.6M +$21.6M +1,977,705 +108%
SCM
6
Saba Capital Management
New York
$34.3M -$9.85M -899,873 -23%
BI
7
Bramshill Investments
Florida
$22.4M -$36.7M -3,355,089 -63%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$22.4M +$1.03M +93,985 +5%
Pathstone Holdings
9
Pathstone Holdings
New Jersey
$22.2M +$18.2M +1,666,582 +625%
VanEck Associates
10
VanEck Associates
New York
$18M -$1.71M -156,669 -9%
Wells Fargo
11
Wells Fargo
California
$18M -$2.81M -256,464 -14%
HighTower Advisors
12
HighTower Advisors
Illinois
$17.2M +$165K +15,116 +1%
BlackRock
13
BlackRock
New York
$17.1M +$16.3M +1,489,000 New
HWAM
14
Hennion & Walsh Asset Management
New Jersey
$17M -$188K -17,174 -1%
Bank of America
15
Bank of America
North Carolina
$16.3M -$3.58M -327,320 -19%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$15.4M +$1.32M +120,194 +10%
UBS Group
17
UBS Group
Switzerland
$14.5M +$485K +44,305 +4%
GC
18
Guggenheim Capital
Illinois
$13.2M +$740K +67,566 +6%
RCM
19
Robinson Capital Management
Michigan
$12.4M -$383K -35,000 -3%
RJA
20
Raymond James & Associates
Florida
$10.1M +$989K +90,315 +11%
CPC
21
Congress Park Capital
New York
$9.6M +$1.42M +130,000 +18%
Stifel Financial
22
Stifel Financial
Missouri
$9.3M +$799K +72,975 +10%
LPL Financial
23
LPL Financial
California
$9.16M +$946K +86,441 +12%
COLIM
24
City of London Investment Management
United Kingdom
$8.7M -$1.41M -128,700 -14%
PCM
25
Penserra Capital Management
California
$8.24M +$175K +15,973 +2%

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.