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Nuveen Massachusetts Quality Municipal Income Fund

26 hedge funds and large institutions have $9.35M invested in Nuveen Massachusetts Quality Municipal Income Fund in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

19% more capital invested

Capital invested by funds: $7.89M → $9.35M (+$1.46M)

4% more funds holding

Funds holding: 2526 (+1)

1.13% more ownership

Funds ownership: 5.93%7.06% (+1.1%)

Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.6M +$897K +63,586 +53%
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$1.41M +$36.1K +2,557 +3%
Morgan Stanley
3
Morgan Stanley
New York
$1.24M -$385K -27,294 -24%
AWS
4
AJ Wealth Strategies
New York
$603K +$599K +42,438 New
STA
5
Summit Trail Advisors
New York
$508K +$504K +35,750 New
HTC
6
Haverford Trust Company
Pennsylvania
$391K +$388K +27,500 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$387K -$26.6K -1,885 -6%
Bank of America
8
Bank of America
North Carolina
$295K +$104K +7,400 +55%
SMH
9
Sanders Morris Harris
Texas
$284K
UBS Group
10
UBS Group
Switzerland
$281K -$33.1K -2,345 -11%
TFCP
11
Twin Focus Capital Partners
Massachusetts
$268K -$269K -19,031 -50%
Wells Fargo
12
Wells Fargo
California
$213K +$56.5K +4,002 +36%
LPL Financial
13
LPL Financial
California
$187K +$395 +28 +0.2%
TIM
14
Tortoise Investment Management
New York
$152K -$35.3K -2,500 -19%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$152K +$423 +30 +0.3%
RWA
16
Ropes Wealth Advisors
Massachusetts
$111K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$107K -$28.2K -2,000 -21%
Fifth Third Bancorp
18
Fifth Third Bancorp
Ohio
$64K
WEC
19
Winslow Evans & Crocker
Massachusetts
$32K
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$20K
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$19K +$99 +7 +0.5%
AG
22
Advisor Group
Arizona
$17K
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$8K +$8.27K +586 New
FHA
24
Flagship Harbor Advisors
Massachusetts
$5K +$71 +5 +2%
TF
25
TimeScale Financial
Massachusetts
$4K

NMT Hedge Fund Activity: Q4 2019 in Review

26 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Nuveen Massachusetts Quality Municipal Income Fund (NMT) for Q4 2019, worth a combined $9.35M — up 19% from $7.89M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NMT positions and 4 closed out — a net gain of 1 holder — while 8 added to existing stakes and 6 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $897K. The largest seller was Morgan Stanley, cutting an estimated $385K.

  • 26 institutional investors held Nuveen Massachusetts Quality Municipal Income Fund (NMT) as of Q4 2019, up from 25 in Q3 2019.
  • Funds reported $9.35M of Nuveen Massachusetts Quality Municipal Income Fund stock for Q4 2019, up 19% quarter-over-quarter.
  • 5 funds opened new Nuveen Massachusetts Quality Municipal Income Fund positions in Q4 2019 and 4 closed out, a net change of +1 holder.
  • The largest Nuveen Massachusetts Quality Municipal Income Fund buyer in Q4 2019 was Susquehanna International Group, an estimated $897K added.
  • The largest Nuveen Massachusetts Quality Municipal Income Fund seller in Q4 2019 was Morgan Stanley, an estimated $385K sold.

Based on aggregated 13F filings for Q4 2019.