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Nuveen Massachusetts Quality Municipal Income Fund

24 hedge funds and large institutions have $10.5M invested in Nuveen Massachusetts Quality Municipal Income Fund in 2020 Q4 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

13% more capital invested

Capital invested by funds: $9.29M → $10.5M (+$1.24M)

4% more funds holding

Funds holding: 2324 (+1)

0.65% more ownership

Funds ownership: 7.1%7.75% (+0.65%)

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.42%
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
$1.84M +$112K +7,741 +7%
Wells Fargo
2
Wells Fargo
California
$1.29M +$127K +8,779 +11%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$902K -$571K -39,568 -39%
Bank of America
4
Bank of America
North Carolina
$835K +$123K +8,498 +17%
AWS
5
AJ Wealth Strategies
New York
$806K +$185K +12,851 +30%
UBS Group
6
UBS Group
Switzerland
$700K -$9.74K -675 -1%
MC
7
Moors & Cabot
Massachusetts
$525K
STA
8
Summit Trail Advisors
New York
$501K
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$483K +$458K +31,745 +2,279%
RJA
10
Raymond James & Associates
Florida
$424K
HTC
11
Haverford Trust Company
Pennsylvania
$401K
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$381K +$1.9K +132 +0.5%
KAS
13
Kestra Advisory Services
Texas
$238K +$235K +16,309 New
RWA
14
Ropes Wealth Advisors
Massachusetts
$215K +$101K +6,976 +89%
BFS
15
Bickling Financial Services
Massachusetts
$210K +$208K +14,394 New
LPL Financial
16
LPL Financial
California
$193K -$476 -33 -0.2%
LCM
17
LCM Capital Management
Illinois
$170K +$168K +11,624 New
EM
18
Excalibur Management
Massachusetts
$166K
TIM
19
Tortoise Investment Management
New York
$111K -$33.2K -2,300 -23%
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$66K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$35K
Osaic Holdings
22
Osaic Holdings
Arizona
$29K +$8.41K +583 +43%
WEC
23
Winslow Evans & Crocker
Massachusetts
$12K -$20.2K -1,400 -64%
AWA
24
Arkadios Wealth Advisors
Georgia
$1K +$1.44K +100 New
RJFSA
25
Raymond James Financial Services Advisors
Florida
-$177K -12,656 Closed

NMT Hedge Fund Activity: Q4 2020 in Review

24 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Nuveen Massachusetts Quality Municipal Income Fund (NMT) for Q4 2020, worth a combined $10.5M — up 13% from $9.29M 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 Northwestern Mutual Wealth Management, adding an estimated $458K. The largest seller was Susquehanna International Group, cutting an estimated $571K.

  • 24 institutional investors held Nuveen Massachusetts Quality Municipal Income Fund (NMT) as of Q4 2020, up from 23 in Q3 2020.
  • Funds reported $10.5M of Nuveen Massachusetts Quality Municipal Income Fund stock for Q4 2020, up 13% quarter-over-quarter.
  • 4 funds opened new Nuveen Massachusetts Quality Municipal Income Fund positions in Q4 2020 and 3 closed out, a net change of +1 holder.
  • The largest Nuveen Massachusetts Quality Municipal Income Fund buyer in Q4 2020 was Northwestern Mutual Wealth Management, an estimated $458K added.
  • The largest Nuveen Massachusetts Quality Municipal Income Fund seller in Q4 2020 was Susquehanna International Group, an estimated $571K sold.

Based on aggregated 13F filings for Q4 2020.