Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NUVEEN AMT FREE QLTY MUN INC (NEA)

274 + Investors. Track Smart Money conviction in NEA. 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
56%

Smart Money Signals — NEA

Based on 274 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 NEA 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.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
274 funds currently hold this stock — 92% of the 3.0-year high of 299 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 8% fewer funds vs a year ago

fund count last 6Q
25 fewer hedge funds hold NEA compared to a year ago (-8% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 56% buying

132 buying105 selling
Last quarter: 132 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 (+18 vs last Q)

new funds entering per quarter
Funds opening a new NEA position: 34 → 25 → 18 → 36. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 22% medium ■ 12% new
182 out of 274 hedge funds have held NEA 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 -6%, value -97%

Value
-97%
Shares
-5%
Last quarter: funds added -6% more shares while total portfolio value only changed -97%. 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

48 → 34 → 25 → 18 → 36 new funds/Q
New funds entering each quarter: 34 → 25 → 18 → 36. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 13% 1-2yr ■ 19% new
Of 274 current holders: 186 (68%) 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 — 43% AUM from top-100 funds

43% from top-100 AUM funds
17 of 274 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in NEA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — 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: NEA

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

Market Analysis: NEA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NEA

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

26 top-rated funds 1 high-conviction
Consensus
6.2
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: NEA
2026 Q1 Stats Unlock in 16 days 274 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 274 268 2.24%
13F Shares 55M 58M -5.79%
Total Value $705M $25.85B -97.27%
New Positions 36 18 +18
Increased Positions 96 97 -1
Closed Positions 30 35 -5
Reduced Positions 75 76 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NEA

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Valuation Measures Data as of: --

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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)

274 + investors

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

Top 25 institutional holders of NEA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BYRNE FINANCIAL FREEDOM, LLC 3.45% 642,062 $7.2M
2 Melone Private Wealth, LLC 3.26% 711,737 $8.0M
3 Eagle Bluffs Wealth Management LLC 2.99% 678,395 $7.7M
4 Congress Park Capital LLC 2.93% 850,000 $9.5M
5 Cresta Advisors, Ltd. 1.77% 385,647 $4.3M
6 PURSUIT WEALTH STRATEGIES, LLC 1.13% 69,422 $807K
7 Gridiron Partners, LLC 0.96% 139,848 $1.6M
8 GILL CAPITAL PARTNERS, LLC 0.78% 241,902 $2.7M
9 Integrity Wealth Partners, LLC 0.74% 73,386 $824K
10 ACCREDITED INVESTOR SERVICES, LLC 0.64% 88,457 $993K
11 Kercheville Advisors, LLC 0.52% 146,035 $1.6M
12 Wealth Care LLC 0.50% 50,000 $562K
13 Intellectus Partners, LLC 0.47% 203,623 $2.3M
14 Whipplewood Advisors, LLC 0.43% 74,281 $834K
15 Artesa Financial Group, LLC 0.29% 27,132 $305K
16 Abel Hall, LLC 0.29% 120,000 $1.3M
17 SILVERLAKE WEALTH MANAGEMENT LLC 0.25% 108,120 $1.2M
18 MYECFO, LLC 0.25% 53,200 $597K
19 Altus Wealth Group LLC 0.25% 53,685 $603K
20 URS Advisory LLC 0.23% 28,480 $320K
21 Titiun Yejiel 0.22% 15,425 $179K
22 Breakwater Capital Group 0.20% 136,162 $1.5M
23 CHILDRESS CAPITAL ADVISORS, LLC 0.19% 96,000 $1.1M
24 Realta Investment Advisors 0.18% 46,752 $525K
25 Successful Portfolios LLC 0.18% 29,559 $329K
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 AMT FREE QLTY MUN INC (NEA)

What does the Smart Money Trend signal show for NEA?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added NEA 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 NEA?

Slight buying edge — 56% buying: Last quarter: 132 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 NEA holders?

Elite ownership — 43% AUM from top-100 funds: 17 of 274 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in NEA. 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 NEA?

66% of holders stayed for 2+ years: 182 out of 274 hedge funds have held NEA 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.