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NIQ

NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND

Delisted

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

35 hedge funds and large institutions have $56.7M invested in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 9 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

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

3% more funds holding

Funds holding: 3435 (+1)

4% more capital invested

Capital invested by funds: $54.3M → $56.7M (+$2.41M)

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
15
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
1
Relative Value Partners Group
$9.61M +$711K +51,749 +8%
HighTower Advisors
2
HighTower Advisors
Illinois
$7.75M -$11.8K -856 -0.2%
Morgan Stanley
3
Morgan Stanley
New York
$6.59M +$1.03M +75,096 +19%
KIM
4
Karpus Investment Management
New York
$6.12M -$56.3K -4,100 -0.9%
Bank of America
5
Bank of America
North Carolina
$4.38M +$157K +11,420 +4%
Wells Fargo
6
Wells Fargo
California
$3.12M +$118K +8,593 +4%
1CP
7
1607 Capital Partners
Virginia
$2.39M +$310K +22,522 +15%
RJA
8
Raymond James & Associates
Florida
$2.38M -$587K -42,707 -20%
RCM
9
Rivernorth Capital Management
Florida
$2.13M -$1.59M -115,971 -43%
TIM
10
Tortoise Investment Management
New York
$1.58M +$74.5K +5,418 +5%
UR
11
USCA RIA
Texas
$1.46M +$162K +11,800 +13%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.01M +$216K +15,738 +28%
UBS Group
13
UBS Group
Switzerland
$891K +$46.7K +3,396 +6%
VanEck Associates
14
VanEck Associates
New York
$834K +$40.1K +2,916 +5%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$737K +$55.2K +4,019 +8%
Stifel Financial
16
Stifel Financial
Missouri
$594K -$9.83K -715 -2%
GIP
17
Greatmark Investment Partners
Georgia
$491K +$5.15K +375 +1%
CHAM
18
Clear Harbor Asset Management
Connecticut
$488K
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$480K -$15K -1,093 -3%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$451K
CAN
21
Cetera Advisor Networks
California
$397K -$261 -19 -0.1%
Citigroup
22
Citigroup
New York
$326K +$2.85K +207 +0.9%
Truist Financial
23
Truist Financial
North Carolina
$320K +$316K +22,996 New
AIFAIM
24
American Institute for Advanced Investment Management
Arizona
$312K +$309K +22,500 New
First Trust Advisors
25
First Trust Advisors
Illinois
$298K -$127K -9,239 -30%

NIQ Hedge Fund Activity: Q4 2019 in Review

35 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) for Q4 2019, worth a combined $56.7M — up 4.4% from $54.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NIQ positions and 2 closed out — a net gain of 2 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.03M. The largest seller was Rivernorth Capital Management, cutting an estimated $1.59M.

  • 35 institutional investors held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) as of Q4 2019, up from 34 in Q3 2019.
  • Funds reported $56.7M of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND stock for Q4 2019, up 4.4% quarter-over-quarter.
  • 4 funds opened new NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND positions in Q4 2019 and 2 closed out, a net change of +2 holders.
  • The largest NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND buyer in Q4 2019 was Morgan Stanley, an estimated $1.03M added.
  • The largest NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND seller in Q4 2019 was Rivernorth Capital Management, an estimated $1.59M sold.

Based on aggregated 13F filings for Q4 2019.