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.

28 hedge funds and large institutions have $33.6M invested in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

12% more funds holding

Funds holding: 2528 (+3)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

5% less capital invested

Capital invested by funds: $35.5M → $33.6M (-$1.92M)

Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
10
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
$13.6M -$3.1M -224,723 -19%
Bank of America
2
Bank of America
North Carolina
$3.94M +$50.7K +3,676 +1%
HighTower Advisors
3
HighTower Advisors
Illinois
$3.57M -$41.2K -2,987 -1%
Morgan Stanley
4
Morgan Stanley
New York
$2.76M +$543K +39,347 +25%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.83M +$110K +8,000 +6%
HK
6
Horizon Kinetics
New York
$1.72M
Wells Fargo
7
Wells Fargo
California
$1.54M +$64K +4,639 +4%
VanEck Associates
8
VanEck Associates
New York
$576K +$65.9K +4,775 +13%
UR
9
USCA RIA
Texas
$475K -$20.7K -1,500 -4%
RJA
10
Raymond James & Associates
Florida
$403K -$13.3K -965 -3%
First Trust Advisors
11
First Trust Advisors
Illinois
$345K +$29K +2,099 +9%
CHAM
12
Clear Harbor Asset Management
Connecticut
$296K -$25.5K -1,850 -8%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$290K -$2.29K -166 -0.8%
BTS
14
BB&T Securities
Virginia
$287K
Edgewood Management
15
Edgewood Management
Connecticut
$277K
GIP
16
Greatmark Investment Partners
Georgia
$225K +$41.4K +3,000 +23%
SI
17
SII Investments
Wisconsin
$215K
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$199K +$21.7K +1,573 +12%
LPL Financial
19
LPL Financial
California
$197K +$199K +14,442 New
CRC
20
Curi RMB Capital
Illinois
$188K -$99.9K -7,243 -35%
UBS Group
21
UBS Group
Switzerland
$181K -$58.9K -4,269 -25%
Citigroup
22
Citigroup
New York
$158K +$1.42K +103 +0.9%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$158K +$157K +11,398 New
BIM
24
BlackRock Investment Management
Delaware
$97K +$96.6K +7,000 New
BFEC
25
Benjamin F. Edwards & Company
Missouri
$57K +$552 +40 +1%

NIQ Hedge Fund Activity: Q3 2016 in Review

28 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) for Q3 2016, worth a combined $33.6M — down 5.4% from $35.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NIQ positions and 1 closed out — a net gain of 3 holders — while 10 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $543K. The largest seller was Karpus Investment Management, cutting an estimated $3.1M.

  • 28 institutional investors held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) as of Q3 2016, up from 25 in Q2 2016.
  • Funds reported $33.6M of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND stock for Q3 2016, down 5.4% quarter-over-quarter.
  • 4 funds opened new NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND positions in Q3 2016 and 1 closed out, a net change of +3 holders.
  • The largest NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND buyer in Q3 2016 was Morgan Stanley, an estimated $543K added.
  • The largest NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND seller in Q3 2016 was Karpus Investment Management, an estimated $3.1M sold.

Based on aggregated 13F filings for Q3 2016.