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NIQ

NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND

Delisted

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

40 hedge funds and large institutions have $61.7M invested in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding

Funds holding: 3740 (+3)

3% more capital invested

Capital invested by funds: $60M → $61.7M (+$1.68M)

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

Holders
40
Holders Change
+3
Holders Change %
+8.11%
% 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
12
Reduced
15
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
1
Relative Value Partners Group
$11.1M +$1.06M +73,434 +11%
Morgan Stanley
2
Morgan Stanley
New York
$8.45M +$1.36M +94,259 +20%
HighTower Advisors
3
HighTower Advisors
Illinois
$8.34M -$281K -19,526 -3%
Wells Fargo
4
Wells Fargo
California
$6.04M +$46.9K +3,262 +0.8%
KIM
5
Karpus Investment Management
New York
$5.96M -$390K -27,142 -6%
Bank of America
6
Bank of America
North Carolina
$2.98M -$1.33M -92,392 -31%
RJA
7
Raymond James & Associates
Florida
$2.73M -$323K -22,487 -11%
1CP
8
1607 Capital Partners
Virginia
$2.26M -$358K -24,860 -14%
UR
9
USCA RIA
Texas
$1.23M -$104K -7,200 -8%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$1.16M +$3.7K +257 +0.3%
TIM
11
Tortoise Investment Management
New York
$985K -$163K -11,349 -15%
Stifel Financial
12
Stifel Financial
Missouri
$978K +$176K +12,237 +23%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$930K -$87.5K -6,082 -9%
UBS Group
14
UBS Group
Switzerland
$851K -$72.6K -5,048 -8%
IWC
15
Integrated Wealth Concepts
Massachusetts
$651K +$170K +11,844 +37%
VanEck Associates
16
VanEck Associates
New York
$619K -$22.3K -1,548 -4%
GIP
17
Greatmark Investment Partners
Georgia
$521K
GC
18
Guggenheim Capital
Illinois
$483K +$471K +32,757 New
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$478K
CHAM
20
Clear Harbor Asset Management
Connecticut
$475K
LPL Financial
21
LPL Financial
California
$468K +$20.9K +1,450 +5%
CAN
22
Cetera Advisor Networks
California
$421K
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$361K -$23.2K -1,613 -6%
First Trust Advisors
24
First Trust Advisors
Illinois
$355K +$22.3K +1,554 +7%
Citigroup
25
Citigroup
New York
$343K -$9.52K -662 -3%

NIQ Hedge Fund Activity: Q4 2020 in Review

40 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) for Q4 2020, worth a combined $61.7M — up 2.8% from $60M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new NIQ positions and 0 closed out — a net gain of 3 holders — while 12 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.36M. The largest seller was Bank of America, cutting an estimated $1.33M.

  • 40 institutional investors held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) as of Q4 2020, up from 37 in Q3 2020.
  • Funds reported $61.7M of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND stock for Q4 2020, up 2.8% quarter-over-quarter.
  • 3 funds opened new NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND positions in Q4 2020 and 0 closed out, a net change of +3 holders.
  • The largest NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND buyer in Q4 2020 was Morgan Stanley, an estimated $1.36M added.
  • The largest NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND seller in Q4 2020 was Bank of America, an estimated $1.33M sold.

Based on aggregated 13F filings for Q4 2020.