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NIQ

NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND

Delisted

NIQ was delisted on the 23rd of June, 2023.

45 hedge funds and large institutions have $50.6M invested in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

10% more funds holding

Funds holding: 4145 (+4)

6% less capital invested

Capital invested by funds: $53.6M → $50.6M (-$3M)

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$306K -$939K -63,483 -75%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$277K -$41.2K -2,786 -13%
Truist Financial
28
Truist Financial
North Carolina
$268K
WTFG
29
Wells Trecaso Financial Group
Ohio
$247K
Baird Financial Group
30
Baird Financial Group
Wisconsin
$216K
RJT
31
Raymond James Trust
Florida
$190K
CWM
32
Cadence Wealth Management
Massachusetts
$171K +$9.86K +666 +6%
WMA
33
Wealth Management Associates
New Jersey
$170K
MA
34
Mutual Advisors
Nebraska
$166K
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$163K +$82.8K +5,595 +102%
LP
36
Lloyd Park
Illinois
$148K +$149K +10,060 New
Osaic Holdings
37
Osaic Holdings
Arizona
$121K +$459 +31 +0.4%
Koshinski Asset Management
38
Koshinski Asset Management
Illinois
$102K
BFEC
39
Benjamin F. Edwards & Company
Missouri
$56K
EVM
40
Eaton Vance Management
Massachusetts
$50K +$50.3K +3,400 New
SSB
41
Sandy Spring Bank
Maryland
$32K
SFM
42
Signet Financial Management
New Jersey
$6K +$6.45K +436 New
Northern Trust
43
Northern Trust
Illinois
$2K
CP
44
Castleview Partners
Texas
$1.75K +$382K +25,812 New
1CP
45
1607 Capital Partners
Virginia
-$1.07M -73,020 Closed
FFA
46
First Foundation Advisors
California
-$169K -11,528 Closed
TRCT
47
Tower Research Capital (TRC)
New York
+$74 +5 New

NIQ Hedge Fund Activity: Q4 2021 in Review

45 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) for Q4 2021, worth a combined $50.6M — down 5.6% from $53.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NIQ positions and 2 closed out — a net gain of 4 holders — while 14 added to existing stakes and 9 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $616K. The largest seller was Wells Fargo, cutting an estimated $5.59M.

  • 45 institutional investors held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) as of Q4 2021, up from 41 in Q3 2021.
  • Funds reported $50.6M of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND stock for Q4 2021, down 5.6% quarter-over-quarter.
  • 6 funds opened new NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND positions in Q4 2021 and 2 closed out, a net change of +4 holders.
  • The largest NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND buyer in Q4 2021 was HighTower Advisors, an estimated $616K added.
  • The largest NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND seller in Q4 2021 was Wells Fargo, an estimated $5.59M sold.

Based on aggregated 13F filings for Q4 2021.