We are live on ! Find out more
NIQ

NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND

Delisted

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

20 hedge funds and large institutions have $32.7M invested in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

7% more capital invested

Capital invested by funds: $30.5M → $32.7M (+$2.23M)

9% less funds holding

Funds holding: 2220 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
20
Holders Change
-2
Holders Change %
-9.09%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$15.9M +$2.21M +174,450 +16%
RCM
2
Rivernorth Capital Management
Florida
$3.8M -$419K -33,072 -10%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$3.34M +$618K +48,856 +23%
HighTower Advisors
4
HighTower Advisors
Illinois
$2.25M +$127K +10,050 +6%
Bank of America
5
Bank of America
North Carolina
$2.24M +$282K +22,299 +15%
FIMG
6
Financial & Investment Management Group
Michigan
$1.86M -$6.33K -500 -0.3%
Wells Fargo
7
Wells Fargo
California
$1.02M +$304K +24,012 +43%
Morgan Stanley
8
Morgan Stanley
New York
$682K -$46.7K -3,693 -6%
First Trust Advisors
9
First Trust Advisors
Illinois
$339K -$3.35K -265 -1%
U
10
UBS
Switzerland
$298K +$73.6K +5,813 +33%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$248K +$20.2K +1,600 +9%
VanEck Associates
12
VanEck Associates
New York
$159K +$4.73K +374 +3%
VKH
13
Virtu KCG Holdings
New York
$145K +$143K +11,329 New
Citigroup
14
Citigroup
New York
$133K -$20.7K -1,636 -14%
SAM
15
SignalPoint Asset Management
Missouri
$128K
LFR
16
Lehman Financial Resources
Pennsylvania
$109K
Ameriprise
17
Ameriprise
Minnesota
$19K
MFS
18
MSI Financial Services
Massachusetts
$19K
TJHA
19
Thomas J. Herzfeld Advisors
Florida
$12K -$114K -9,000 -90%
GSC
20
Ground Swell Capital
South Carolina
$4K +$3.8K +300 New
SIA
21
Sit Investment Associates
Minnesota
-$577K -44,997 Closed
RJA
22
Raymond James & Associates
Florida
-$227K -17,695 Closed
BRWA
23
B. Riley Wealth Advisors
Florida
-$51.3K -4,000 Closed
TRCT
24
Tower Research Capital (TRC)
New York
-$4K -334 Closed

NIQ Hedge Fund Activity: Q3 2014 in Review

20 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) for Q3 2014, worth a combined $32.7M — up 7.3% from $30.5M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of NIQ and 2 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 8 added.

The largest buyer was Karpus Investment Management, adding an estimated $2.21M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $577K sold.

  • 20 institutional investors held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) as of Q3 2014, down from 22 in Q2 2014.
  • Funds reported $32.7M of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND stock for Q3 2014, up 7.3% quarter-over-quarter.
  • 2 funds opened new NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND positions in Q3 2014 and 4 closed out, a net change of -2 holders.
  • The largest NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND buyer in Q3 2014 was Karpus Investment Management, an estimated $2.21M added.
  • The largest NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND seller in Q3 2014 was Sit Investment Associates, an estimated $577K sold.

Based on aggregated 13F filings for Q3 2014.