NKX icon

Nuveen California AMT-Free Quality Municipal Income Fund
NKX

Overview Fund Activity

46 hedge funds and large institutions have $52.6M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+1
Holders Change %
+2.22%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
8
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VHAM
Van Hulzen Asset Management
California
+$912K
2
GC
Guggenheim Capital
Illinois
+$595K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$394K
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$277K
5
Stifel Financial
Stifel Financial
Missouri
+$175K

Top Sellers

1
LCM
Leisure Capital Management
California
-$2.29M
2
LPL Financial
LPL Financial
California
-$1.96M
3
UBS Group
UBS Group
Switzerland
-$896K
4
Creative Planning
Creative Planning
Kansas
-$341K
5
Bank of America
Bank of America
North Carolina
-$311K
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
26
Hollencrest Capital Management
California
$269K – – –
CIBC Private Wealth Group
27
CIBC Private Wealth Group
Georgia
$240K – – –
ACM
28
Alethea Capital Management
Washington
$219K – – –
Ameriprise
29
Ameriprise
Minnesota
$213K +$29.6K +1,879 +16%
CA
30
Cetera Advisors
Colorado
$187K – – –
NPC
31
National Planning Corporation
California
$186K – – –
BA
32
Boston Advisors
Massachusetts
$178K – – –
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$176K – – –
Stifel Financial
34
Stifel Financial
Missouri
$175K +$175K +11,000 New
First Trust Advisors
35
First Trust Advisors
Illinois
$172K -$15.2K -967 -8%
PFA
36
Pure Financial Advisors
California
$161K – – –
MWM
37
Mission Wealth Management
California
$160K – – –
AG
38
Advisor Group
Arizona
$154K +$17.4K +1,106 +13%
TIM
39
Tortoise Investment Management
New York
$106K -$31.7K -2,000 -23%
NSIM
40
North Star Investment Management
Illinois
$91K – – –
EWM
41
Edge Wealth Management
New York
$53K -$32K -2,045 -38%
BCM
42
Blume Capital Management
California
$32K – – –
ASN
43
Advisory Services Network
Georgia
$30K – – –
HNB
44
Huntington National Bank
Ohio
$24K -$23K – –
TCM
45
Tradewinds Capital Management
Washington
$22K – – –
GAM
46
Gemmer Asset Management
California
$16K – – –
Northern Trust
47
Northern Trust
Illinois
$2K -$1.91K -15,069 -49%
Creative Planning
48
Creative Planning
Kansas
– -$341K -21,875 Closed
CAN
49
Cetera Advisor Networks
California
– -$168K -10,692 Closed
1
2