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Nuveen Massachusetts Quality Municipal Income Fund

25 hedge funds and large institutions have $10.2M invested in Nuveen Massachusetts Quality Municipal Income Fund in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

9% more capital invested

Capital invested by funds: $9.35M → $10.2M (+$836K)

1.03% more ownership

Funds ownership: 7.06%8.09% (+1%)

4% less funds holding

Funds holding: 2625 (-1)

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.1M +$952K +68,298 +79%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.89M -$596K -42,773 -23%
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$915K -$437K -31,349 -32%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$787K +$708K +50,787 +674%
AWS
5
AJ Wealth Strategies
New York
$573K
UBS Group
6
UBS Group
Switzerland
$547K +$289K +20,753 +105%
STA
7
Summit Trail Advisors
New York
$484K
HTC
8
Haverford Trust Company
Pennsylvania
$371K
MC
9
Moors & Cabot
Massachusetts
$358K +$370K +26,500 New
Bank of America
10
Bank of America
North Carolina
$355K +$78.1K +5,600 +27%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$323K -$45.9K -3,292 -12%
SMH
12
Sanders Morris Harris
Texas
$271K -$13.9K -1,000 -5%
RJA
13
Raymond James & Associates
Florida
$266K +$275K +19,689 New
Wells Fargo
14
Wells Fargo
California
$203K -$14 -1 -0%
LPL Financial
15
LPL Financial
California
$177K +$195 +14 +0.1%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$169K +$174K +12,509 New
TIM
17
Tortoise Investment Management
New York
$145K
RWA
18
Ropes Wealth Advisors
Massachusetts
$105K
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$61K
WEC
20
Winslow Evans & Crocker
Massachusetts
$36K +$5.58K +400 +18%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$19K
Osaic Holdings
22
Osaic Holdings
Arizona
$18K +$18.8K +1,351 New
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$15K +$8.69K +623 +106%
TF
24
TimeScale Financial
Massachusetts
$4K
FHA
25
Flagship Harbor Advisors
Massachusetts
$4K +$28 +2 +0.6%

NMT Hedge Fund Activity: Q1 2020 in Review

25 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Nuveen Massachusetts Quality Municipal Income Fund (NMT) for Q1 2020, worth a combined $10.2M — up 8.9% from $9.35M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NMT positions and 3 closed out — a net gain of 1 holder — while 8 added to existing stakes and 5 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $952K. The largest seller was Susquehanna International Group, cutting an estimated $596K.

  • 25 institutional investors held Nuveen Massachusetts Quality Municipal Income Fund (NMT) as of Q1 2020, down from 26 in Q4 2019.
  • Funds reported $10.2M of Nuveen Massachusetts Quality Municipal Income Fund stock for Q1 2020, up 8.9% quarter-over-quarter.
  • 4 funds opened new Nuveen Massachusetts Quality Municipal Income Fund positions in Q1 2020 and 3 closed out, a net change of +1 holder.
  • The largest Nuveen Massachusetts Quality Municipal Income Fund buyer in Q1 2020 was Morgan Stanley, an estimated $952K added.
  • The largest Nuveen Massachusetts Quality Municipal Income Fund seller in Q1 2020 was Susquehanna International Group, an estimated $596K sold.

Based on aggregated 13F filings for Q1 2020.