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Nuveen Massachusetts Quality Municipal Income Fund

15 hedge funds and large institutions have $3.88M invested in Nuveen Massachusetts Quality Municipal Income Fund in 2016 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

0.32% less ownership

Funds ownership: 3.15%2.82% (-0.32%)

4% less capital invested

Capital invested by funds: $4.04M → $3.88M (-$163K)

29% less funds holding

Funds holding: 2115 (-6)

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

Holders
15
Holders Change
-6
Holders Change %
-28.57%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
2
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$875K +$93.3K +6,544 +12%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$500K -$1.94K -136 -0.4%
Morgan Stanley
3
Morgan Stanley
New York
$449K +$36K +2,527 +9%
TIM
4
Tortoise Investment Management
New York
$404K -$74.8K -5,250 -16%
Bank of America
5
Bank of America
North Carolina
$374K +$111K +7,786 +44%
UBS Group
6
UBS Group
Switzerland
$295K +$34.3K +2,407 +14%
PCP
7
Proficio Capital Partners
Massachusetts
$283K +$71.3K +5,000 +35%
TFCP
8
Twin Focus Capital Partners
Massachusetts
$217K
M&T Bank
9
M&T Bank
New York
$149K +$145K +10,200 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$134K +$7.13K +500 +6%
Wells Fargo
11
Wells Fargo
California
$103K +$2.84K +199 +3%
WEC
12
Winslow Evans & Crocker
Massachusetts
$50.8K
AA
13
Apriem Advisors
California
$32K
BKA
14
Brick & Kyle Associates
Pennsylvania
$14K
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$1K +$1.43K +100 New
LCM
16
Laurion Capital Management
New York
-$306K -22,305 Closed
DA
17
Doliver Advisors
Texas
-$195K -14,182 Closed
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
-$167K -12,134 Closed
CRC
19
Curi RMB Capital
Illinois
-$141K -10,255 Closed
MFS
20
MSI Financial Services
Massachusetts
-$9K -679 Closed
Citigroup
21
Citigroup
New York
-$5K -390 Closed
WAM
22
Wolverine Asset Management
Illinois
-$3K -290 Closed

NMT Hedge Fund Activity: Q1 2016 in Review

15 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Nuveen Massachusetts Quality Municipal Income Fund (NMT) for Q1 2016, worth a combined $3.88M — down 4% from $4.04M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of NMT and 2 opened new positions — a net loss of 6 holders — while 2 trimmed existing stakes and 7 added.

The largest buyer was M&T Bank, opening a new position worth an estimated $145K. The largest seller was Laurion Capital Management, exiting entirely with an estimated $306K sold.

  • 15 institutional investors held Nuveen Massachusetts Quality Municipal Income Fund (NMT) as of Q1 2016, down from 21 in Q4 2015.
  • Funds reported $3.88M of Nuveen Massachusetts Quality Municipal Income Fund stock for Q1 2016, down 4% quarter-over-quarter.
  • 2 funds opened new Nuveen Massachusetts Quality Municipal Income Fund positions in Q1 2016 and 8 closed out, a net change of -6 holders.
  • The largest Nuveen Massachusetts Quality Municipal Income Fund buyer in Q1 2016 was M&T Bank, an estimated $145K added.
  • The largest Nuveen Massachusetts Quality Municipal Income Fund seller in Q1 2016 was Laurion Capital Management, an estimated $306K sold.

Based on aggregated 13F filings for Q1 2016.