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Nuveen Massachusetts Quality Municipal Income Fund

26 hedge funds and large institutions have $10.9M invested in Nuveen Massachusetts Quality Municipal Income Fund in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

11% more capital invested

Capital invested by funds: $9.77M → $10.9M (+$1.11M)

8% more funds holding

Funds holding: 2426 (+2)

0.67% more ownership

Funds ownership: 6.92%7.59% (+0.67%)

Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
3
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
$1.68M +$21.7K +1,422 +1%
MC
2
Moors & Cabot
Massachusetts
$1.35M +$581K +38,000 +76%
Bank of America
3
Bank of America
North Carolina
$1.27M -$115K -7,495 -8%
AWS
4
AJ Wealth Strategies
New York
$855K
UBS Group
5
UBS Group
Switzerland
$808K +$93.8K +6,132 +13%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$728K +$102K +6,658 +16%
STA
7
Summit Trail Advisors
New York
$530K
RJA
8
Raymond James & Associates
Florida
$448K
Wells Fargo
9
Wells Fargo
California
$446K -$8.06K -527 -2%
HTC
10
Haverford Trust Company
Pennsylvania
$423K
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$383K +$1.56K +102 +0.4%
LPL Financial
12
LPL Financial
California
$324K +$24K +1,572 +8%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$236K +$105K +6,861 +81%
RWA
14
Ropes Wealth Advisors
Massachusetts
$227K
RJFSA
15
Raymond James Financial Services Advisors
Florida
$222K +$221K +14,431 New
BFS
16
Bickling Financial Services
Massachusetts
$221K +$46 +3 +0%
CC
17
Constitution Capital
Connecticut
$208K
LCM
18
LCM Capital Management
Illinois
$179K
HA
19
Herold Advisors
New York
$139K +$139K +9,085 New
Osaic Holdings
20
Osaic Holdings
Arizona
$53K +$23K +1,506 +77%
GPA
21
Guidance Point Advisors
Massachusetts
$44K +$44K +2,875 New
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$37K
EBA
23
Eagle Bay Advisors
New York
$30K +$29.5K +1,932 New
TIM
24
Tortoise Investment Management
New York
$23K -$38.2K -2,500 -62%
OIA
25
Optimum Investment Advisors
Illinois
$15K

NMT Hedge Fund Activity: Q3 2021 in Review

26 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Nuveen Massachusetts Quality Municipal Income Fund (NMT) for Q3 2021, worth a combined $10.9M — up 11% from $9.77M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NMT positions and 2 closed out — a net gain of 2 holders — while 9 added to existing stakes and 3 trimmed.

The largest buyer was Moors & Cabot, adding an estimated $581K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $253K sold.

  • 26 institutional investors held Nuveen Massachusetts Quality Municipal Income Fund (NMT) as of Q3 2021, up from 24 in Q2 2021.
  • Funds reported $10.9M of Nuveen Massachusetts Quality Municipal Income Fund stock for Q3 2021, up 11% quarter-over-quarter.
  • 4 funds opened new Nuveen Massachusetts Quality Municipal Income Fund positions in Q3 2021 and 2 closed out, a net change of +2 holders.
  • The largest Nuveen Massachusetts Quality Municipal Income Fund buyer in Q3 2021 was Moors & Cabot, an estimated $581K added.
  • The largest Nuveen Massachusetts Quality Municipal Income Fund seller in Q3 2021 was Susquehanna International Group, an estimated $253K sold.

Based on aggregated 13F filings for Q3 2021.