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NKG

Nuveen Georgia Quality Municipal Income Fund

Delisted

NKG was delisted on the 14th of April, 2023.

18 hedge funds and large institutions have $8.3M invested in Nuveen Georgia Quality Municipal Income Fund in 2017 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

9% more capital invested

Capital invested by funds: $7.63M → $8.3M (+$665K)

14% less funds holding

Funds holding: 2118 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
18
Holders Change
-3
Holders Change %
-14.29%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIP
1
Greatmark Investment Partners
Georgia
$2.06M +$77.6K +6,050 +4%
CIA
2
Capital Investment Advisors
Georgia
$1.52M -$23.5K -1,835 -2%
Morgan Stanley
3
Morgan Stanley
New York
$1.37M +$361K +28,118 +36%
LPL Financial
4
LPL Financial
California
$663K +$82K +6,393 +14%
BCP
5
Berkeley Capital Partners
Georgia
$566K -$12.8K -998 -2%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$453K +$78.8K +6,140 +21%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$283K +$2.1K +164 +0.8%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$283K +$3.22K +251 +1%
UCFA
9
United Capital Financial Advisors
Texas
$231K -$43.6K -3,400 -16%
VKH
10
Virtu KCG Holdings
New York
$166K +$163K +12,741 New
UBS Group
11
UBS Group
Switzerland
$144K -$5.16K -402 -4%
DA
12
Doliver Advisors
Texas
$134K +$131K +10,246 New
Bank of America
13
Bank of America
North Carolina
$115K
Wells Fargo
14
Wells Fargo
California
$111K +$629 +49 +0.6%
Creative Planning
15
Creative Planning
Kansas
$107K +$66.3K +5,170 +169%
IA
16
IFP Advisors
Florida
$58K -$35.6K -2,779 -38%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$16K
Citigroup
18
Citigroup
New York
$14K
LCM
19
Laurion Capital Management
New York
-$202K -15,890 Closed
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
-$142K -11,132 Closed
TIM
21
Tortoise Investment Management
New York
-$19K -1,500 Closed
WAM
22
Wolverine Asset Management
Illinois
-$15K -1,200 Closed

NKG Hedge Fund Activity: Q1 2017 in Review

18 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Nuveen Georgia Quality Municipal Income Fund (NKG) for Q1 2017, worth a combined $8.3M — up 8.7% from $7.63M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of NKG and 2 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 8 added.

The largest buyer was Morgan Stanley, adding an estimated $361K. The largest seller was Laurion Capital Management, exiting entirely with an estimated $202K sold.

  • 18 institutional investors held Nuveen Georgia Quality Municipal Income Fund (NKG) as of Q1 2017, down from 21 in Q4 2016.
  • Funds reported $8.3M of Nuveen Georgia Quality Municipal Income Fund stock for Q1 2017, up 8.7% quarter-over-quarter.
  • 2 funds opened new Nuveen Georgia Quality Municipal Income Fund positions in Q1 2017 and 5 closed out, a net change of -3 holders.
  • The largest Nuveen Georgia Quality Municipal Income Fund buyer in Q1 2017 was Morgan Stanley, an estimated $361K added.
  • The largest Nuveen Georgia Quality Municipal Income Fund seller in Q1 2017 was Laurion Capital Management, an estimated $202K sold.

Based on aggregated 13F filings for Q1 2017.