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Nuveen California AMT-Free Quality Municipal Income Fund
NKX

69 hedge funds and large institutions have $103M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

29% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 17

17% more funds holding

Funds holding: 59 → 69 (+10)

9% more capital invested

Capital invested by funds: $94.8M → $103M (+$8.11M)

1.35% more ownership

Funds ownership: 12.66% → 14.01% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
69
Holders Change
+10
Holders Change %
+16.95%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
22
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$5.32M
2
UBS Group
UBS Group
Switzerland
+$2.55M
3
Morgan Stanley
Morgan Stanley
New York
+$543K
4
ACA
Ackerman Capital Advisors
Texas
+$525K
5
RCM
Robinson Capital Management
Michigan
+$462K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$1.51M
2
Stifel Financial
Stifel Financial
Missouri
-$729K
3
EW
Evoke Wealth
California
-$698K
4
C
Certuity
Florida
-$560K
5
Millennium Management
Millennium Management
New York
-$340K
Name Holding Trade Value Shares
Change 		Change in
Stake
IC
26
Intersect Capital
California
$474K -$47.7K -3,096 -9%
RCM
27
Robinson Capital Management
Michigan
$465K +$462K +30,000 New
WS
28
Wedbush Securities
California
$464K +$189K +12,249 +69%
Creative Planning
29
Creative Planning
Kansas
$453K +$19K +1,231 +4%
Ameriprise
30
Ameriprise
Minnesota
$419K +$101K +6,539 +32%
RI
31
Ridgewood Investments
New Jersey
$412K +$411K +26,659 New
COLIM
32
City of London Investment Management
United Kingdom
$404K +$403K +26,152 New
VHAM
33
Van Hulzen Asset Management
California
$382K -$508 -33 -0.1%
CRWM
34
Castle Rock Wealth Management
California
$378K +$373K +24,231 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$355K +$10.5K +683 +3%
GJIC
36
Gamble Jones Investment Counsel
California
$341K +$339K +22,046 New
CAN
37
Cetera Advisor Networks
California
$329K -$127K -8,241 -28%
WIA
38
World Investment Advisors
California
$329K -$28K -1,820 -8%
DI
39
Diligent Investors
California
$318K +$385 +25 +0.1%
LNWWM
40
Laird Norton Wetherby Wealth Management
California
$309K – – –
FAT
41
First American Trust
California
$302K – – –
TIM
42
Tortoise Investment Management
New York
$295K – – –
Stifel Financial
43
Stifel Financial
Missouri
$260K -$729K -47,364 -74%
WAM
44
Wolverine Asset Management
Illinois
$247K +$247K +16,038 New
ECM
45
Evergreen Capital Management
Washington
$239K -$4.9K -318 -2%
GPC
46
Garrison Point Capital
California
$232K – – –
MMA
47
Miracle Mile Advisors
California
$216K +$308 +20 +0.1%
RCM
48
RB Capital Management
Nevada
$197K -$4.6K -299 -2%
FNWM
49
Financial Network Wealth Management
Utah
$188K – – –
CFGS
50
Concourse Financial Group Securities
Alabama
$178K – – –
1
2
3

NKX Hedge Fund Activity: Q1 2021 in Review

69 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen California AMT-Free Quality Municipal Income Fund (NKX) for Q1 2021, worth a combined $103M — up 8.6% from $94.8M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NKX positions and 2 closed out — a net gain of 10 holders — while 22 added to existing stakes and 17 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $5.32M. The largest seller was Wells Fargo, cutting an estimated $1.51M.

  • 69 institutional investors held Nuveen California AMT-Free Quality Municipal Income Fund (NKX) as of Q1 2021, up from 59 in Q4 2020.
  • Funds reported $103M of Nuveen California AMT-Free Quality Municipal Income Fund stock for Q1 2021, up 8.6% quarter-over-quarter.
  • 12 funds opened new Nuveen California AMT-Free Quality Municipal Income Fund positions in Q1 2021 and 2 closed out, a net change of +10 holders.
  • The largest Nuveen California AMT-Free Quality Municipal Income Fund buyer in Q1 2021 was Rivernorth Capital Management, an estimated $5.32M added.
  • The largest Nuveen California AMT-Free Quality Municipal Income Fund seller in Q1 2021 was Wells Fargo, an estimated $1.51M sold.

Based on aggregated 13F filings for Q1 2021.