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NIQ

NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND

Delisted

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

21 hedge funds and large institutions have $22.1M invested in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in 2013 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

137% more capital invested

Capital invested by funds: $9.32M → $22.1M (+$12.8M)

31% more funds holding

Funds holding: 1621 (+5)

Holders
21
Holders Change
+5
Holders Change %
+31.25%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$7.64M +$4.29M +377,933 +132%
HighTower Advisors
2
HighTower Advisors
Illinois
$2.98M +$1.7M +149,250 +135%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$2.37M +$2.34M +205,850 New
RCM
4
Rivernorth Capital Management
Florida
$2.16M +$813K +71,551 +62%
FIMG
5
Financial & Investment Management Group
Michigan
$1.64M +$1.62M +142,360 New
VKH
6
Virtu KCG Holdings
New York
$1.35M +$928K +81,655 +226%
SIA
7
Sit Investment Associates
Minnesota
$1.05M +$1.03M +90,997 New
Bank of America
8
Bank of America
North Carolina
$756K -$23.1K -2,030 -3%
Morgan Stanley
9
Morgan Stanley
New York
$756K +$279K +24,566 +60%
WAM
10
Wolverine Asset Management
Illinois
$462K +$457K +40,232 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$170K +$44K +3,875 +35%
SAM
12
SignalPoint Asset Management
Missouri
$149K +$148K +13,000 New
Wells Fargo
13
Wells Fargo
California
$141K -$67.1K -5,909 -33%
U
14
UBS
Switzerland
$141K +$137K +12,093 +6,047%
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$138K +$90.9K +8,000 +200%
VanEck Associates
16
VanEck Associates
New York
$112K -$13.9K -1,222 -11%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$31K +$11.4K +1,000 +59%
Citigroup
18
Citigroup
New York
$25K -$37.5K -3,303 -60%
MFS
19
MSI Financial Services
Massachusetts
$17K +$17K +1,500 New
TRCT
20
Tower Research Capital (TRC)
New York
$15K +$12.2K +1,072 +397%
Barclays
21
Barclays
United Kingdom
$3K
BTS
22
BB&T Securities
Virginia
-$1.16M -10,100 Closed

NIQ Hedge Fund Activity: Q4 2013 in Review

21 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) for Q4 2013, worth a combined $22.1M — up 137% from $9.32M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NIQ positions and 1 closed out — a net gain of 5 holders — while 10 added to existing stakes and 4 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $4.29M. The largest seller was BB&T Securities, exiting entirely with an estimated $1.16M sold.

  • 21 institutional investors held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) as of Q4 2013, up from 16 in Q3 2013.
  • Funds reported $22.1M of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND stock for Q4 2013, up 137% quarter-over-quarter.
  • 6 funds opened new NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND positions in Q4 2013 and 1 closed out, a net change of +5 holders.
  • The largest NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND buyer in Q4 2013 was Karpus Investment Management, an estimated $4.29M added.
  • The largest NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND seller in Q4 2013 was BB&T Securities, an estimated $1.16M sold.

Based on aggregated 13F filings for Q4 2013.