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NIQ

NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND

Delisted

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

32 hedge funds and large institutions have $40.2M invested in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

22% more capital invested

Capital invested by funds: $33M → $40.2M (+$7.19M)

14% less funds holding

Funds holding: 3732 (-5)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
32
Holders Change
-5
Holders Change %
-13.51%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
14
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.46M +$1.53M +125,561 +22%
HighTower Advisors
2
HighTower Advisors
Illinois
$6.86M +$192K +15,759 +3%
RVPG
3
Relative Value Partners Group
$4.62M +$4.56M +374,424 New
RCM
4
Rivernorth Capital Management
Florida
$4.51M +$1.23M +100,817 +38%
Bank of America
5
Bank of America
North Carolina
$4M +$53.4K +4,386 +1%
RJA
6
Raymond James & Associates
Florida
$1.47M +$951K +78,135 +191%
Stifel Financial
7
Stifel Financial
Missouri
$1.03M -$546K -44,862 -35%
UR
8
USCA RIA
Texas
$974K
KIM
9
Karpus Investment Management
New York
$758K +$748K +61,400 New
GC
10
Guggenheim Capital
Illinois
$752K -$47.5K -3,900 -6%
UBS Group
11
UBS Group
Switzerland
$720K -$5.16K -424 -0.7%
VanEck Associates
12
VanEck Associates
New York
$565K +$20.3K +1,669 +4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$534K +$208K +17,110 +66%
AC
14
Almitas Capital
California
$494K +$487K +40,004 New
Wells Fargo
15
Wells Fargo
California
$455K -$73.1K -6,004 -14%
TIM
16
Tortoise Investment Management
New York
$449K +$167K +13,730 +61%
GIP
17
Greatmark Investment Partners
Georgia
$406K +$59.4K +4,875 +17%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$403K -$18.1K -1,489 -4%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$392K -$65.9K -5,410 -15%
First Trust Advisors
20
First Trust Advisors
Illinois
$388K -$91.2K -7,495 -19%
CHAM
21
Clear Harbor Asset Management
Connecticut
$358K +$92.5K +7,600 +36%
Citigroup
22
Citigroup
New York
$283K +$2.58K +212 +0.9%
HK
23
Horizon Kinetics
New York
$282K -$1.22K -100 -0.4%
BTS
24
BB&T Securities
Virginia
$252K -$25.9K -2,125 -9%
LCM
25
Landscape Capital Management
New Jersey
$231K -$18.6K -1,525 -8%

NIQ Hedge Fund Activity: Q4 2018 in Review

32 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) for Q4 2018, worth a combined $40.2M — up 22% from $33M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of NIQ and 3 opened new positions — a net loss of 5 holders — while 11 trimmed existing stakes and 14 added.

The largest buyer was Relative Value Partners Group, opening a new position worth an estimated $4.56M. The largest seller was Koshinski Asset Management, exiting entirely with an estimated $803K sold.

  • 32 institutional investors held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) as of Q4 2018, down from 37 in Q3 2018.
  • Funds reported $40.2M of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND stock for Q4 2018, up 22% quarter-over-quarter.
  • 3 funds opened new NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND positions in Q4 2018 and 8 closed out, a net change of -5 holders.
  • The largest NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND buyer in Q4 2018 was Relative Value Partners Group, an estimated $4.56M added.
  • The largest NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND seller in Q4 2018 was Koshinski Asset Management, an estimated $803K sold.

Based on aggregated 13F filings for Q4 2018.