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Nuveen Massachusetts Quality Municipal Income Fund

23 hedge funds and large institutions have $8.93M invested in Nuveen Massachusetts Quality Municipal Income Fund in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

1.06% less ownership

Funds ownership: 7.75%6.7% (-1.1%)

4% less funds holding

Funds holding: 2423 (-1)

15% less capital invested

Capital invested by funds: $10.5M → $8.93M (-$1.6M)

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

Holders
23
Holders Change
-1
Holders Change %
-4.17%
% 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
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.64M -$169K -11,585 -9%
Bank of America
2
Bank of America
North Carolina
$861K +$43.3K +2,971 +5%
AWS
3
AJ Wealth Strategies
New York
$795K +$4.85K +333 +0.6%
MC
4
Moors & Cabot
Massachusetts
$731K +$218K +15,001 +42%
UBS Group
5
UBS Group
Switzerland
$623K -$64.4K -4,421 -9%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$622K -$267K -18,352 -30%
Wells Fargo
7
Wells Fargo
California
$602K -$679K -46,672 -53%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$560K +$87.2K +5,992 +18%
RJA
9
Raymond James & Associates
Florida
$416K
HTC
10
Haverford Trust Company
Pennsylvania
$393K
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$361K -$13.6K -933 -4%
RWA
12
Ropes Wealth Advisors
Massachusetts
$220K
BFS
13
Bickling Financial Services
Massachusetts
$206K +$29 +2 +0%
LPL Financial
14
LPL Financial
California
$204K +$15.1K +1,034 +8%
LCM
15
LCM Capital Management
Illinois
$166K
EM
16
Excalibur Management
Massachusetts
$148K -$14.6K -1,000 -9%
SPIA
17
Steward Partners Investment Advisory
New York
$124K +$126K +8,642 New
TIM
18
Tortoise Investment Management
New York
$98K -$11.6K -800 -10%
WAM
19
Wolverine Asset Management
Illinois
$84K +$86K +5,909 New
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$35K -$30.4K -2,091 -46%
Osaic Holdings
21
Osaic Holdings
Arizona
$28K +$58 +4 +0.2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$21K -$13.6K -934 -39%
AWA
23
Arkadios Wealth Advisors
Georgia
$1K
STA
24
Summit Trail Advisors
New York
-$501K -34,335 Closed
KAS
25
Kestra Advisory Services
Texas
-$238K -16,309 Closed

NMT Hedge Fund Activity: Q1 2021 in Review

23 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Nuveen Massachusetts Quality Municipal Income Fund (NMT) for Q1 2021, worth a combined $8.93M — down 15% from $10.5M a quarter earlier.

Fund positioning in NMT was balanced in Q1 2021: 2 funds opened new positions, 2 closed out, 7 added to existing stakes and 9 trimmed.

The largest buyer was Moors & Cabot, adding an estimated $218K. The largest seller was Wells Fargo, cutting an estimated $679K.

  • 23 institutional investors held Nuveen Massachusetts Quality Municipal Income Fund (NMT) as of Q1 2021, down from 24 in Q4 2020.
  • Funds reported $8.93M of Nuveen Massachusetts Quality Municipal Income Fund stock for Q1 2021, down 15% quarter-over-quarter.
  • 2 funds opened new Nuveen Massachusetts Quality Municipal Income Fund positions in Q1 2021 and 2 closed out, a net change of 0 holders.
  • The largest Nuveen Massachusetts Quality Municipal Income Fund buyer in Q1 2021 was Moors & Cabot, an estimated $218K added.
  • The largest Nuveen Massachusetts Quality Municipal Income Fund seller in Q1 2021 was Wells Fargo, an estimated $679K sold.

Based on aggregated 13F filings for Q1 2021.