Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NUVEEN QUALITY MUNCP INCOME (NAD)

262 + Investors. Track Smart Money conviction in NAD. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
1Q ▲
Buyers last Q
52%

Smart Money Signals — NAD

Based on 262 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added NAD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
262 hedge funds hold NAD right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding NAD is almost the same as a year ago (-7 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

115 buying105 selling
Last quarter: 115 funds bought or added vs 105 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new NAD position: 34 → 24 → 27 → 36. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 19% medium ■ 18% new
165 out of 262 hedge funds have held NAD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -4%, value -96%

Value
-95%
Shares
-4%
Last quarter: funds added -4% more shares while total portfolio value only changed -96%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~36 new funds/quarter

39 → 34 → 24 → 27 → 36 new funds/Q
New funds entering each quarter: 34 → 24 → 27 → 36. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 12% 1-2yr ■ 23% new
Of 262 current holders: 171 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
14 of 262 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in NAD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: NAD

How many hedge funds hold NAD — quarterly history vs. share price
Quarterly hedge fund ownership of NAD vs. share price

Market Analysis: NAD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NAD

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

27 top-rated funds 0 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: NAD
2026 Q1 Stats Unlock in 16 days 262 + Investors

Track Smart Money conviction in NAD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 262 256 2.34%
13F Shares 48M 50M -4.26%
Total Value $625M $14.11B -95.57%
New Positions 36 27 +9
Increased Positions 79 84 -5
Closed Positions 30 29 +1
Reduced Positions 75 67 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NAD

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

262 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NAD. Verified SEC 13F-HR filings.

Top 25 institutional holders of NAD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Eagle Bluffs Wealth Management LLC 3.34% 741,692 $8.6M
2 Congress Park Capital LLC 2.12% 601,000 $6.9M
3 Melone Private Wealth, LLC 1.89% 402,537 $4.6M
4 Sightline Wealth Advisors, LLC 0.98% 201,498 $2.3M
5 GFS Advisors, LLC 0.96% 98,131 $7.6M
6 GILL CAPITAL PARTNERS, LLC 0.66% 198,572 $2.3M
7 Everstar Asset Management, LLC 0.61% 100,170 $1.2M
8 Wealth Care LLC 0.51% 50,000 $575K
9 Worthington Financial Partners, LLC 0.43% 43,157 $496K
10 URS Advisory LLC 0.35% 41,160 $473K
11 Kercheville Advisors, LLC 0.34% 92,301 $1.1M
12 Uptown Financial Advisors LLC 0.28% 30,340 $349K
13 Summit Financial Consulting LLC 0.26% 31,605 $363K
14 MELFA WEALTH MANAGEMENT, INC. 0.25% 38,406 $442K
15 Realta Investment Advisors 0.20% 48,897 $562K
16 SILVERLAKE WEALTH MANAGEMENT LLC 0.19% 79,639 $916K
17 Breakwater Capital Group 0.19% 123,172 $1.4M
18 Fortitude Advisory Group L.L.C. 0.18% 33,970 $391K
19 Sunpointe, LLC 0.16% 41,324 $475K
20 BNC WEALTH MANAGEMENT, LLC 0.14% 44,372 $510K
21 IBEX WEALTH ADVISORS 0.14% 127,683 $1.5M
22 XML Financial, LLC 0.12% 133,148 $1.5M
23 Indivisible Partners 0.12% 114,866 $1.3M
24 TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 0.11% 15,967 $185K
25 Wealth Alliance Advisory Group, LLC 0.11% 60,611 $697K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — NUVEEN QUALITY MUNCP INCOME (NAD)

What does the Smart Money Trend signal show for NAD?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added NAD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for NAD?

Slight buying edge — 52% buying: Last quarter: 115 funds bought or added vs 105 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for NAD holders?

Elite ownership — 45% AUM from top-100 funds: 14 of 262 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in NAD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held NAD?

63% of holders stayed for 2+ years: 165 out of 262 hedge funds have held NAD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.