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NIQ

NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND

Delisted

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

23 hedge funds and large institutions have $44.1M invested in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in 2015 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

10% more funds holding

Funds holding: 2123 (+2)

9% more capital invested

Capital invested by funds: $40.7M → $44.1M (+$3.48M)

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$28.5M +$1.21M +95,761 +5%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$3.13M +$315K +25,000 +11%
Bank of America
3
Bank of America
North Carolina
$3.08M +$62.7K +4,974 +2%
HighTower Advisors
4
HighTower Advisors
Illinois
$3.08M +$515K +40,838 +21%
Morgan Stanley
5
Morgan Stanley
New York
$1.46M +$183K +14,513 +15%
Wells Fargo
6
Wells Fargo
California
$992K -$193K -15,319 -17%
Edgewood Management
7
Edgewood Management
Connecticut
$412K
UR
8
USCA RIA
Texas
$381K -$41.6K -3,300 -10%
HK
9
Horizon Kinetics
New York
$327K +$320K +25,357 New
LCM
10
Landscape Capital Management
New Jersey
$317K +$21.8K +1,732 +8%
First Trust Advisors
11
First Trust Advisors
Illinois
$309K -$30.3K -2,405 -9%
CHAM
12
Clear Harbor Asset Management
Connecticut
$299K
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$282K -$24.2K -1,917 -8%
UBS Group
14
UBS Group
Switzerland
$270K -$15.4K -1,219 -5%
VanEck Associates
15
VanEck Associates
New York
$268K +$31.1K +2,465 +13%
FIMG
16
Financial & Investment Management Group
Michigan
$227K -$330K -26,194 -60%
BTS
17
BB&T Securities
Virginia
$206K +$7.58K +602 +4%
LPL Financial
18
LPL Financial
California
$198K +$190K +15,108 New
Citigroup
19
Citigroup
New York
$175K +$26K +2,066 +18%
GIP
20
Greatmark Investment Partners
Georgia
$145K
BFEC
21
Benjamin F. Edwards & Company
Missouri
$52K +$50.6K +4,015 New
TIM
22
Tortoise Investment Management
New York
$46K
WAM
23
Wolverine Asset Management
Illinois
$2K +$2.91K +231 New
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
-$188K -15,145 Closed
LFR
25
Lehman Financial Resources
Pennsylvania
-$105K -8,511 Closed

NIQ Hedge Fund Activity: Q4 2015 in Review

23 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) for Q4 2015, worth a combined $44.1M — up 8.6% from $40.7M a quarter earlier.

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

The largest buyer was Karpus Investment Management, adding an estimated $1.21M. The largest seller was Financial & Investment Management Group, cutting an estimated $330K.

  • 23 institutional investors held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) as of Q4 2015, up from 21 in Q3 2015.
  • Funds reported $44.1M of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND stock for Q4 2015, up 8.6% quarter-over-quarter.
  • 4 funds opened new NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND positions in Q4 2015 and 2 closed out, a net change of +2 holders.
  • The largest NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND buyer in Q4 2015 was Karpus Investment Management, an estimated $1.21M added.
  • The largest NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND seller in Q4 2015 was Financial & Investment Management Group, an estimated $330K sold.

Based on aggregated 13F filings for Q4 2015.