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Nuveen Massachusetts Quality Municipal Income Fund

29 hedge funds and large institutions have $12.5M invested in Nuveen Massachusetts Quality Municipal Income Fund in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

3% less funds holding

Funds holding: 3029 (-1)

6.56% less ownership

Funds ownership: 18%11.44% (-6.6%)

33% less capital invested

Capital invested by funds: $18.7M → $12.5M (-$6.19M)

60% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 10

Holders
29
Holders Change
-1
Holders Change %
-3.33%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
4
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
1
Deutsche Bank
Germany
$2.74M
Bank of America
2
Bank of America
North Carolina
$1.7M +$19.2K +1,695 +1%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$1.54M -$3.02K -267 -0.2%
Morgan Stanley
4
Morgan Stanley
New York
$1.02M +$137K +12,103 +16%
MC
5
Matisse Capital
Oregon
$802K -$45.3K -4,002 -6%
UBS Group
6
UBS Group
Switzerland
$677K +$1.8K +159 +0.3%
MWM
7
Melfa Wealth Management
Massachusetts
$587K
BCA
8
Bay Colony Advisors
Massachusetts
$396K +$384K +33,937 New
SP
9
Stablepoint Partners
Massachusetts
$374K
SIA
10
Sit Investment Associates
Minnesota
$337K -$24.3K -2,148 -7%
LPL Financial
11
LPL Financial
California
$303K +$61.2K +5,410 +26%
Wells Fargo
12
Wells Fargo
California
$255K -$2.14K -189 -0.9%
ACI
13
Alpha Cubed Investments
California
$245K
IWC
14
Integrated Wealth Concepts
Massachusetts
$201K
PI
15
PFG Investments
New York
$188K -$6.78K -599 -4%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$178K -$60.2K -5,320 -26%
EBA
17
Eagle Bay Advisors
New York
$166K
RJA
18
Raymond James & Associates
Florida
$155K -$31.5K -2,783 -17%
HA
19
Herold Advisors
New York
$135K
PAG
20
Private Advisor Group
New Jersey
$130K +$126K +11,142 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$98K -$452K -40,000 -83%
BLC
22
Brown, Lisle/Cummings
Rhode Island
$72.5K
1IA
23
1620 Investment Advisors
Massachusetts
$48.1K
Osaic Holdings
24
Osaic Holdings
Arizona
$43.1K
BBPWM
25
Blue Bell Private Wealth Management
Pennsylvania
$38.4K -$34.5K -3,049 -48%

NMT Hedge Fund Activity: Q3 2024 in Review

29 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Nuveen Massachusetts Quality Municipal Income Fund (NMT) for Q3 2024, worth a combined $12.5M — down 33% from $18.7M a quarter earlier.

Fund positioning in NMT was balanced in Q3 2024: 3 funds opened new positions, 3 closed out, 4 added to existing stakes and 10 trimmed.

The largest buyer was Bay Colony Advisors, opening a new position worth an estimated $384K. The largest seller was Saba Capital Management, exiting entirely with an estimated $6.41M sold.

  • 29 institutional investors held Nuveen Massachusetts Quality Municipal Income Fund (NMT) as of Q3 2024, down from 30 in Q2 2024.
  • Funds reported $12.5M of Nuveen Massachusetts Quality Municipal Income Fund stock for Q3 2024, down 33% quarter-over-quarter.
  • 3 funds opened new Nuveen Massachusetts Quality Municipal Income Fund positions in Q3 2024 and 3 closed out, a net change of 0 holders.
  • The largest Nuveen Massachusetts Quality Municipal Income Fund buyer in Q3 2024 was Bay Colony Advisors, an estimated $384K added.
  • The largest Nuveen Massachusetts Quality Municipal Income Fund seller in Q3 2024 was Saba Capital Management, an estimated $6.41M sold.

Based on aggregated 13F filings for Q3 2024.