NKX icon

Nuveen California AMT-Free Quality Municipal Income Fund
NKX

Overview Fund Activity

64 hedge funds and large institutions have $80.5M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-2
Holders Change %
-3.03%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
19
Reduced
15
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$4.76M
2
DADC
D.A. Davidson & Co
Montana
+$996K
3
Morgan Stanley
Morgan Stanley
New York
+$829K
4
Wells Fargo
Wells Fargo
California
+$710K
5
CRC
Curi RMB Capital
Illinois
+$639K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$3.04M
2
VCM
Vivaldi Capital Management
Illinois
-$916K
3
IC
IEQ Capital
California
-$813K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$537K
5
ACA
Ackerman Capital Advisors
Texas
-$500K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$407K +$95.2K +6,715 +31%
Ameriprise
27
Ameriprise
Minnesota
$406K -$235K -16,549 -37%
RCM
28
Robinson Capital Management
Michigan
$394K +$394K +27,831 New
FAAS
29
First Allied Advisory Services
California
$390K -$3.82K -270 -1%
Creative Planning
30
Creative Planning
Kansas
$378K -$106K -7,463 -22%
VHAM
31
Van Hulzen Asset Management
California
$368K -$98.6K -6,965 -21%
TIM
32
Tortoise Investment Management
New York
$299K – – –
DI
33
Diligent Investors
California
$290K +$326 +23 +0.1%
LNWWM
34
Laird Norton Wetherby Wealth Management
California
$283K – – –
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$261K +$28.3K +2,000 +12%
HCM
36
Hollencrest Capital Management
California
$257K – – –
CRWM
37
Castle Rock Wealth Management
California
$256K +$14.2K +1,000 +6%
TA
38
Tiedemann Advisors
New York
$235K +$235K +16,562 New
ECM
39
Evergreen Capital Management
Washington
$224K +$43 +3 +0%
IC
40
Intersect Capital
California
$209K – – –
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$184K – – –
CFGS
42
Concourse Financial Group Securities
Alabama
$167K – – –
LCM
43
Landscape Capital Management
New Jersey
$166K +$166K +11,699 New
SWP
44
Stratos Wealth Partners
Ohio
$163K – – –
Stifel Financial
45
Stifel Financial
Missouri
$147K +$267 +19 +0.2%
RCM
46
RB Capital Management
Nevada
$139K +$1.14K +84 +0.8%
DTIM
47
Danda Trouve Investment Management
Kansas
$111K +$1.09K +77 +1%
KPW
48
Kore Private Wealth
New York
$90K – – –
FIA
49
FNY Investment Advisers
New York
$70K +$70K +5,000 New
AIP
50
Ameritas Investment Partners
Nebraska
$66K – – –
1
2
3