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NIQ

NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND

Delisted

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

37 hedge funds and large institutions have $33M invested in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in 2018 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

2% less capital invested

Capital invested by funds: $33.7M → $33M (-$694K)

3% less funds holding

Funds holding: 3837 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
37
Holders Change
-1
Holders Change %
-2.63%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
16
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.88M +$2.53M +202,875 +57%
HighTower Advisors
2
HighTower Advisors
Illinois
$6.64M +$84.7K +6,785 +1%
Bank of America
3
Bank of America
North Carolina
$3.93M -$108K -8,677 -3%
RCM
4
Rivernorth Capital Management
Florida
$3.26M -$3.22M -257,627 -49%
Stifel Financial
5
Stifel Financial
Missouri
$1.58M +$78.3K +6,269 +5%
UR
6
USCA RIA
Texas
$971K
Koshinski Asset Management
7
Koshinski Asset Management
Illinois
$803K +$492K +39,420 +153%
GC
8
Guggenheim Capital
Illinois
$797K -$24.3K -1,950 -3%
UBS Group
9
UBS Group
Switzerland
$722K -$28.1K -2,247 -4%
Invesco
10
Invesco
Georgia
$631K -$157K -12,587 -20%
VanEck Associates
11
VanEck Associates
New York
$542K +$43.1K +3,453 +9%
Wells Fargo
12
Wells Fargo
California
$527K -$35.9K -2,876 -6%
RJA
13
Raymond James & Associates
Florida
$503K +$63.6K +5,091 +14%
First Trust Advisors
14
First Trust Advisors
Illinois
$479K -$20.9K -1,678 -4%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$457K +$25K +2,000 +6%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$420K -$5.53K -443 -1%
GIP
17
Greatmark Investment Partners
Georgia
$344K +$10.9K +875 +3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$321K +$79.7K +6,380 +32%
HK
19
Horizon Kinetics
New York
$283K -$4.81K -385 -2%
TIM
20
Tortoise Investment Management
New York
$279K -$44.9K -3,600 -14%
Citigroup
21
Citigroup
New York
$279K +$2.13K +171 +0.8%
BTS
22
BB&T Securities
Virginia
$277K
Edgewood Management
23
Edgewood Management
Connecticut
$271K -$12.5K -1,000 -4%
LCM
24
Laurion Capital Management
New York
$266K +$50K +4,001 +23%
NDSI
25
Newman Dignan & Sheerar Inc
Rhode Island
$262K +$2.76K +221 +1%

NIQ Hedge Fund Activity: Q3 2018 in Review

37 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) for Q3 2018, worth a combined $33M — down 2.1% from $33.7M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of NIQ and 1 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 16 added.

The largest buyer was Morgan Stanley, adding an estimated $2.53M. The largest seller was Rivernorth Capital Management, cutting an estimated $3.22M.

  • 37 institutional investors held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) as of Q3 2018, down from 38 in Q2 2018.
  • Funds reported $33M of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND stock for Q3 2018, down 2.1% quarter-over-quarter.
  • 1 fund opened new NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND positions in Q3 2018 and 2 closed out, a net change of -1 holder.
  • The largest NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND buyer in Q3 2018 was Morgan Stanley, an estimated $2.53M added.
  • The largest NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND seller in Q3 2018 was Rivernorth Capital Management, an estimated $3.22M sold.

Based on aggregated 13F filings for Q3 2018.