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Nuveen Minnesota Quality Municipal Income Fund

20 hedge funds and large institutions have $6.03M invested in Nuveen Minnesota Quality Municipal Income Fund in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $4.77M → $6.03M (+$1.26M)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

5% more funds holding

Funds holding: 1920 (+1)

1.04% more ownership

Funds ownership: 8.47%9.5% (+1%)

71% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 7

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
2
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$1.45M
Morgan Stanley
2
Morgan Stanley
New York
$914K +$552K +53,915 +184%
WAM
3
Wolverine Asset Management
Illinois
$699K -$2.88K -282 -0.4%
SCM
4
Saba Capital Management
New York
$473K +$441K +43,075 New
MGWM
5
Marks Group Wealth Management
Minnesota
$457K
MPI
6
Mairs & Power Inc
Minnesota
$343K
UBS Group
7
UBS Group
Switzerland
$267K +$18.1K +1,774 +8%
MC
8
Matisse Capital
Oregon
$246K +$230K +22,435 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$223K -$5.53K -540 -3%
Osaic Holdings
10
Osaic Holdings
Arizona
$204K -$279K -27,248 -59%
LSC
11
Logan Stone Capital
Illinois
$188K -$44.5K -4,353 -20%
LCM
12
Landscape Capital Management
New Jersey
$164K +$153K +14,934 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$115K +$107K +10,500 New
Wells Fargo
14
Wells Fargo
California
$111K -$38.6K -3,774 -27%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$66K -$4.09K -400 -6%
Bank of America
16
Bank of America
North Carolina
$53.5K -$191K -18,662 -79%
AF
17
Advisornet Financial
Minnesota
$19.2K +$17.9K +1,750 New
FPB
18
First PREMIER Bank
South Dakota
$18K
TWM
19
Tradition Wealth Management
Minnesota
$11K
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$6K
ACA
21
Ackerman Capital Advisors
Texas
-$141K -14,441 Closed
LFAS
22
Level Four Advisory Services
Texas
-$130K -13,283 Closed
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
-$53.5K -5,491 Closed

NMS Hedge Fund Activity: Q4 2023 in Review

20 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nuveen Minnesota Quality Municipal Income Fund (NMS) for Q4 2023, worth a combined $6.03M — up 26% from $4.77M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NMS positions and 4 closed out — a net gain of 1 holder — while 2 added to existing stakes and 7 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $552K. The largest seller was Osaic Holdings, cutting an estimated $279K.

  • 20 institutional investors held Nuveen Minnesota Quality Municipal Income Fund (NMS) as of Q4 2023, up from 19 in Q3 2023.
  • Funds reported $6.03M of Nuveen Minnesota Quality Municipal Income Fund stock for Q4 2023, up 26% quarter-over-quarter.
  • 5 funds opened new Nuveen Minnesota Quality Municipal Income Fund positions in Q4 2023 and 4 closed out, a net change of +1 holder.
  • The largest Nuveen Minnesota Quality Municipal Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $552K added.
  • The largest Nuveen Minnesota Quality Municipal Income Fund seller in Q4 2023 was Osaic Holdings, an estimated $279K sold.

Based on aggregated 13F filings for Q4 2023.