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Nuveen Massachusetts Quality Municipal Income Fund
NMT

23 hedge funds and large institutions have $11M invested in Nuveen Massachusetts Quality Municipal Income Fund in 2021 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

1% more capital invested

Capital invested by funds: $10.9M → $11M (+$87K)

0.15% less ownership

Funds ownership: 7.59% → 7.44% (-0.15%)

12% less funds holding

Funds holding: 26 → 23 (-3)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
23
Holders Change
-3
Holders Change %
-11.54%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
9
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BRWA
B. Riley Wealth Advisors
Florida
+$189K
2
Bank of America
Bank of America
North Carolina
+$180K
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$79.3K
4
Wells Fargo
Wells Fargo
California
+$77.7K
5
Morgan Stanley
Morgan Stanley
New York
+$67.9K

Top Sellers

Rank Fund Capital Flow
1
MC
Moors & Cabot
Massachusetts
-$696K
2
HA
Herold Advisors
New York
-$139K
3
GPA
Guidance Point Advisors
Massachusetts
-$44K
4
TIM
Tortoise Investment Management
New York
-$23K
5
EBA
Eagle Bay Advisors
New York
-$14.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.8M +$67.9K +4,393 +4%
Bank of America
2
Bank of America
North Carolina
$1.49M +$180K +11,632 +14%
AWS
3
AJ Wealth Strategies
New York
$879K – – –
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$829K +$79.3K +5,127 +11%
UBS Group
5
UBS Group
Switzerland
$821K -$9.32K -603 -1%
MC
6
Moors & Cabot
Massachusetts
$680K -$696K -45,000 -51%
STA
7
Summit Trail Advisors
New York
$543K – – –
Wells Fargo
8
Wells Fargo
California
$537K +$77.7K +5,024 +17%
RJA
9
Raymond James & Associates
Florida
$460K – – –
HTC
10
Haverford Trust Company
Pennsylvania
$435K – – –
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$401K +$7.09K +459 +2%
LPL Financial
12
LPL Financial
California
$385K +$51.5K +3,329 +16%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$294K +$64.6K +4,178 +29%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$243K – – –
RWA
15
Ropes Wealth Advisors
Massachusetts
$234K – – –
BFS
16
Bickling Financial Services
Massachusetts
$228K +$31 +2 +0%
CC
17
Constitution Capital
Connecticut
$213K – – –
BRWA
18
B. Riley Wealth Advisors
Florida
$194K +$189K +12,225 New
LCM
19
LCM Capital Management
Illinois
$184K – – –
Osaic Holdings
20
Osaic Holdings
Arizona
$55K +$185 +12 +0.3%
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$38K – – –
OIA
22
Optimum Investment Advisors
Illinois
$16K – – –
EBA
23
Eagle Bay Advisors
New York
$15K -$14.9K -966 -50%
HA
24
Herold Advisors
New York
– -$139K -9,085 Closed
GPA
25
Guidance Point Advisors
Massachusetts
– -$44K -2,875 Closed
1
2

NMT Hedge Fund Activity: Q4 2021 in Review

23 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Nuveen Massachusetts Quality Municipal Income Fund (NMT) for Q4 2021, worth a combined $11M — up 0.8% from $10.9M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of NMT and 1 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 9 added.

The largest buyer was B. Riley Wealth Advisors, opening a new position worth an estimated $189K. The largest seller was Moors & Cabot, cutting an estimated $696K.

  • 23 institutional investors held Nuveen Massachusetts Quality Municipal Income Fund (NMT) as of Q4 2021, down from 26 in Q3 2021.
  • Funds reported $11M of Nuveen Massachusetts Quality Municipal Income Fund stock for Q4 2021, up 0.8% quarter-over-quarter.
  • 1 fund opened new Nuveen Massachusetts Quality Municipal Income Fund positions in Q4 2021 and 4 closed out, a net change of -3 holders.
  • The largest Nuveen Massachusetts Quality Municipal Income Fund buyer in Q4 2021 was B. Riley Wealth Advisors, an estimated $189K added.
  • The largest Nuveen Massachusetts Quality Municipal Income Fund seller in Q4 2021 was Moors & Cabot, an estimated $696K sold.

Based on aggregated 13F filings for Q4 2021.