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NIQ

NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND

Delisted

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

31 hedge funds and large institutions have $30.5M invested in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

11% more funds holding

Funds holding: 2831 (+3)

9% less capital invested

Capital invested by funds: $33.6M → $30.5M (-$3.09M)

Holders
31
Holders Change
+3
Holders Change %
+10.71%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
7
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
$7.72M -$4.5M -353,269 -36%
RCM
2
Rivernorth Capital Management
Florida
$4.63M +$4.8M +376,671 New
HighTower Advisors
3
HighTower Advisors
Illinois
$3.63M +$480K +37,648 +15%
Bank of America
4
Bank of America
North Carolina
$3.18M -$337K -26,428 -9%
Morgan Stanley
5
Morgan Stanley
New York
$2.66M +$221K +17,376 +9%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$798K -$860K -67,465 -51%
UBS Group
7
UBS Group
Switzerland
$689K +$546K +42,878 +328%
Wells Fargo
8
Wells Fargo
California
$664K -$729K -57,197 -51%
LCM
9
Landscape Capital Management
New Jersey
$648K +$671K +52,665 New
TCOV
10
Trust Company of Vermont
Vermont
$571K +$585K +45,933 +9,187%
Stifel Financial
11
Stifel Financial
Missouri
$464K +$483K +37,915 New
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$445K +$316K +24,781 +217%
RJA
13
Raymond James & Associates
Florida
$432K +$77.1K +6,047 +21%
UR
14
USCA RIA
Texas
$422K
First Trust Advisors
15
First Trust Advisors
Illinois
$396K +$92.7K +7,270 +29%
VanEck Associates
16
VanEck Associates
New York
$359K -$158K -12,418 -30%
Edgewood Management
17
Edgewood Management
Connecticut
$308K +$63.7K +5,000 +25%
SCA
18
Snowden Capital Advisors
New York
$299K +$310K +24,331 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$293K +$120K +9,430 +66%
BTS
20
BB&T Securities
Virginia
$287K
CHAM
21
Clear Harbor Asset Management
Connecticut
$263K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$259K +$1.89K +148 +0.7%
HK
23
Horizon Kinetics
New York
$238K -$1.33M -104,632 -84%
GIP
24
Greatmark Investment Partners
Georgia
$200K
SI
25
SII Investments
Wisconsin
$191K

NIQ Hedge Fund Activity: Q4 2016 in Review

31 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) for Q4 2016, worth a combined $30.5M — down 9.2% from $33.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NIQ positions and 4 closed out — a net gain of 3 holders — while 11 added to existing stakes and 7 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $4.8M. The largest seller was Karpus Investment Management, cutting an estimated $4.5M.

  • 31 institutional investors held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) as of Q4 2016, up from 28 in Q3 2016.
  • Funds reported $30.5M of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND stock for Q4 2016, down 9.2% quarter-over-quarter.
  • 7 funds opened new NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND positions in Q4 2016 and 4 closed out, a net change of +3 holders.
  • The largest NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND buyer in Q4 2016 was Rivernorth Capital Management, an estimated $4.8M added.
  • The largest NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND seller in Q4 2016 was Karpus Investment Management, an estimated $4.5M sold.

Based on aggregated 13F filings for Q4 2016.