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Nuveen AMT-Free Quality Municipal Income Fund

308 hedge funds and large institutions have $1.06B invested in Nuveen AMT-Free Quality Municipal Income Fund in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 112 increasing their positions, 66 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 66

27% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 33

2% more funds holding

Funds holding: 303308 (+5)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

4.44% less ownership

Funds ownership: 34.12%29.68% (-4.4%)

9% less capital invested

Capital invested by funds: $1.17B → $1.06B (-$109M)

Holders
308
Holders Change
+5
Holders Change %
+1.65%
% of All Funds
4.42%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
42
Increased
112
Reduced
66
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$178M -$121M -10,424,337 -41%
Morgan Stanley
2
Morgan Stanley
New York
$118M +$2.5M +215,347 +2%
RCM
3
Rivernorth Capital Management
Florida
$81.7M -$13.1M -1,123,337 -14%
MSL
4
Mackay Shields LLC
New York
$47.9M +$2.32M +200,000 +5%
SIA
5
Sit Investment Associates
Minnesota
$46.1M -$11M -950,368 -20%
BI
6
Bramshill Investments
Florida
$40.9M +$17M +1,460,933 +75%
Pathstone Holdings
7
Pathstone Holdings
New Jersey
$24.3M +$1.1M +94,273 +5%
BlackRock
8
BlackRock
New York
$20.9M +$3.03M +261,000 +18%
UBS Group
9
UBS Group
Switzerland
$20.9M +$5.66M +486,859 +39%
Wells Fargo
10
Wells Fargo
California
$19.7M +$924K +79,524 +5%
HWAM
11
Hennion & Walsh Asset Management
New Jersey
$19.4M +$1.61M +138,647 +9%
HighTower Advisors
12
HighTower Advisors
Illinois
$18.2M +$281K +24,149 +2%
VanEck Associates
13
VanEck Associates
New York
$18M -$132K -11,321 -0.7%
Bank of America
14
Bank of America
North Carolina
$17.2M +$200K +17,204 +1%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$15.1M +$8.98M +773,057 +159%
RCM
16
Robinson Capital Management
Michigan
$14M +$949K +81,625 +8%
GC
17
Guggenheim Capital
Illinois
$13.5M -$233K -20,061 -2%
CPC
18
Congress Park Capital
New York
$12.9M +$2.81M +241,500 +29%
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$12.7M -$10.3M -887,253 -45%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$12.1M +$4.45M +382,783 +61%
RJA
21
Raymond James & Associates
Florida
$11.3M +$670K +57,610 +7%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$11.2M +$3.36M +288,857 +45%
MGAM
23
McGowan Group Asset Management
Texas
$11.2M +$4.84M +416,453 +81%
Stifel Financial
24
Stifel Financial
Missouri
$10M +$299K +25,690 +3%
LPL Financial
25
LPL Financial
California
$9.26M -$298K -25,681 -3%

NEA Hedge Fund Activity: Q3 2024 in Review

308 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q3 2024, worth a combined $1.06B — down 9.3% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new NEA positions and 33 closed out — a net gain of 9 holders — while 112 added to existing stakes and 66 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $17M. The largest seller was Karpus Investment Management, cutting an estimated $121M.

  • 308 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q3 2024, up from 303 in Q2 2024.
  • Funds reported $1.06B of Nuveen AMT-Free Quality Municipal Income Fund stock for Q3 2024, down 9.3% quarter-over-quarter.
  • 42 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q3 2024 and 33 closed out, a net change of +9 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q3 2024 was Bramshill Investments, an estimated $17M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q3 2024 was Karpus Investment Management, an estimated $121M sold.

Based on aggregated 13F filings for Q3 2024.