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Nuveen Massachusetts Quality Municipal Income Fund

35 hedge funds and large institutions have $9.51M invested in Nuveen Massachusetts Quality Municipal Income Fund in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

21% more funds holding

Funds holding: 2935 (+6)

14% more capital invested

Capital invested by funds: $8.35M → $9.51M (+$1.16M)

1.34% more ownership

Funds ownership: 8.46%9.8% (+1.3%)

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

Holders
35
Holders Change
+6
Holders Change %
+20.69%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
7
Reduced
10
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$1.71M +$1.33M +122,862 +328%
Morgan Stanley
2
Morgan Stanley
New York
$897K -$80.5K -7,460 -8%
Bank of America
3
Bank of America
North Carolina
$804K -$109K -10,135 -12%
MC
4
Matisse Capital
Oregon
$773K +$501K +46,427 +177%
UBS Group
5
UBS Group
Switzerland
$702K -$36.5K -3,383 -5%
WAM
6
Wolverine Asset Management
Illinois
$649K -$136K -12,601 -17%
LSC
7
Logan Stone Capital
Illinois
$592K +$55.1K +5,104 +10%
MWM
8
Melfa Wealth Management
Massachusetts
$479K +$10.5K +975 +2%
Wells Fargo
9
Wells Fargo
California
$301K +$7.39K +685 +2%
RJA
10
Raymond James & Associates
Florida
$264K -$484K -44,831 -64%
ACI
11
Alpha Cubed Investments
California
$224K +$227K +21,011 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$197K -$139K -12,885 -41%
IWC
13
Integrated Wealth Concepts
Massachusetts
$183K
LPL Financial
14
LPL Financial
California
$180K -$16.1K -1,487 -8%
TFCP
15
Twin Focus Capital Partners
Massachusetts
$168K
ASN
16
Advisory Services Network
Georgia
$151K +$153K +14,152 New
PI
17
PFG Investments
New York
$145K +$147K +13,653 New
CC
18
Constitution Capital
Connecticut
$144K
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$134K -$13.7K -1,269 -9%
AA
20
AQR Arbitrage
Connecticut
$123K +$124K +11,523 New
SCM
21
Saba Capital Management
New York
$121K +$123K +11,374 New
XF
22
XML Financial
Maryland
$106K
EBA
23
Eagle Bay Advisors
New York
$103K +$25.9K +2,400 +33%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$89K
TIM
25
Tortoise Investment Management
New York
$86.1K +$24.1K +2,232 +38%

NMT Hedge Fund Activity: Q1 2023 in Review

35 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Nuveen Massachusetts Quality Municipal Income Fund (NMT) for Q1 2023, worth a combined $9.51M — up 14% from $8.35M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NMT positions and 1 closed out — a net gain of 7 holders — while 7 added to existing stakes and 10 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $1.33M. The largest seller was Raymond James & Associates, cutting an estimated $484K.

  • 35 institutional investors held Nuveen Massachusetts Quality Municipal Income Fund (NMT) as of Q1 2023, up from 29 in Q4 2022.
  • Funds reported $9.51M of Nuveen Massachusetts Quality Municipal Income Fund stock for Q1 2023, up 14% quarter-over-quarter.
  • 8 funds opened new Nuveen Massachusetts Quality Municipal Income Fund positions in Q1 2023 and 1 closed out, a net change of +7 holders.
  • The largest Nuveen Massachusetts Quality Municipal Income Fund buyer in Q1 2023 was Hennion & Walsh Asset Management, an estimated $1.33M added.
  • The largest Nuveen Massachusetts Quality Municipal Income Fund seller in Q1 2023 was Raymond James & Associates, an estimated $484K sold.

Based on aggregated 13F filings for Q1 2023.