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Nuveen Massachusetts Quality Municipal Income Fund

19 hedge funds and large institutions have $3.42M invested in Nuveen Massachusetts Quality Municipal Income Fund in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

40% more capital invested

Capital invested by funds: $2.44M → $3.42M (+$971K)

19% more funds holding

Funds holding: 1619 (+3)

1.27% less ownership

Funds ownership: 4.01%2.74% (-1.3%)

Holders
19
Holders Change
+3
Holders Change %
+18.75%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DA
1
Doliver Advisors
Texas
$873K +$83.5K +6,342 +11%
Morgan Stanley
2
Morgan Stanley
New York
$414K -$27.4K -2,084 -6%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$401K +$112K +8,512 +40%
TFCP
4
Twin Focus Capital Partners
Massachusetts
$358K -$1.99K -151 -0.6%
TIM
5
Tortoise Investment Management
New York
$288K +$284K +21,603 New
LPL Financial
6
LPL Financial
California
$264K +$261K +19,812 New
Bank of America
7
Bank of America
North Carolina
$242K +$21.6K +1,637 +10%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$151K +$149K +11,300 New
U
9
UBS
Switzerland
$130K +$79.8K +6,059 +166%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$89K +$20.1K +1,527 +30%
WEC
11
Winslow Evans & Crocker
Massachusetts
$76.8K +$44.3K +3,363 +140%
Wells Fargo
12
Wells Fargo
California
$68K +$34K +2,582 +103%
AA
13
Apriem Advisors
California
$27K +$13K +991 +99%
Fifth Third Bancorp
14
Fifth Third Bancorp
Ohio
$9K +$8.48K +644 New
Citigroup
15
Citigroup
New York
$8K -$21.5K -1,636 -74%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$7K +$7.27K +552 New
CG
17
Colony Group
Massachusetts
$5K
TRCT
18
Tower Research Capital (TRC)
New York
$3K +$2.4K +182 +1,011%
Barclays
19
Barclays
United Kingdom
$2K +$1.73K +131 New
PRCM
20
Pine River Capital Management
Minnesota
-$209K -16,337 Closed
Creative Planning
21
Creative Planning
Kansas
-$6K -500 Closed

NMT Hedge Fund Activity: Q2 2014 in Review

19 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Nuveen Massachusetts Quality Municipal Income Fund (NMT) for Q2 2014, worth a combined $3.42M — up 40% from $2.44M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NMT positions and 3 closed out — a net gain of 3 holders — while 9 added to existing stakes and 3 trimmed.

The largest buyer was Tortoise Investment Management, opening a new position worth an estimated $284K. The largest seller was Pine River Capital Management, exiting entirely with an estimated $209K sold.

  • 19 institutional investors held Nuveen Massachusetts Quality Municipal Income Fund (NMT) as of Q2 2014, up from 16 in Q1 2014.
  • Funds reported $3.42M of Nuveen Massachusetts Quality Municipal Income Fund stock for Q2 2014, up 40% quarter-over-quarter.
  • 6 funds opened new Nuveen Massachusetts Quality Municipal Income Fund positions in Q2 2014 and 3 closed out, a net change of +3 holders.
  • The largest Nuveen Massachusetts Quality Municipal Income Fund buyer in Q2 2014 was Tortoise Investment Management, an estimated $284K added.
  • The largest Nuveen Massachusetts Quality Municipal Income Fund seller in Q2 2014 was Pine River Capital Management, an estimated $209K sold.

Based on aggregated 13F filings for Q2 2014.