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Nuveen California AMT-Free Quality Municipal Income Fund
NKX

69 hedge funds and large institutions have $88.2M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 13

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

8% more funds holding

Funds holding: 64 → 69 (+5)

0.5% more ownership

Funds ownership: 13.21% → 13.71% (+0.5%)

11% less capital invested

Capital invested by funds: $99.2M → $88.2M (-$11M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
69
Holders Change
+5
Holders Change %
+7.81%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
22
Reduced
13
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$2.07M
2
Morgan Stanley
Morgan Stanley
New York
+$805K
3
HWAM
Hennion & Walsh Asset Management
New Jersey
+$803K
4
WWM
Western Wealth Management
Colorado
+$610K
5
KCM
Kennicott Capital Management
California
+$511K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$3.66M
2
LCM
Leisure Capital Management
California
-$713K
3
BCM
Bluefin Capital Management
New York
-$441K
4
WIA
World Investment Advisors
California
-$279K
5
Invesco
Invesco
Georgia
-$258K
Name Holding Trade Value Shares
Change 		Change in
Stake
LSC
26
Logan Stone Capital
Illinois
$475K +$504K +35,059 New
AA
27
AQR Arbitrage
Connecticut
$469K +$497K +34,616 New
WT
28
Whittier Trust
California
$466K – – –
RPCA
29
Running Point Capital Advisors
California
$414K +$438K +30,500 New
VHAM
30
Van Hulzen Asset Management
California
$371K +$29.3K +2,040 +8%
COLIM
31
City of London Investment Management
United Kingdom
$354K – – –
Ameriprise
32
Ameriprise
Minnesota
$342K -$20.3K -1,412 -5%
IC
33
Intersect Capital
California
$336K -$85.5K -5,948 -19%
CRWM
34
Castle Rock Wealth Management
California
$330K +$57 +4 +0%
VCM
35
Vivaldi Capital Management
Illinois
$330K +$372K +25,891 New
Creative Planning
36
Creative Planning
Kansas
$319K -$14.1K -980 -4%
SCA
37
Snowden Capital Advisors
New York
$318K +$314K +21,842 +1,310%
GJIC
38
Gamble Jones Investment Counsel
California
$299K – – –
VF
39
Virtu Financial
New York
$287K +$304K +21,180 New
HAS
40
HBW Advisory Services
California
$281K +$143K +9,963 +92%
SWP
41
Stratos Wealth Partners
Ohio
$278K – – –
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$276K +$75.7K +5,269 +35%
LNWWM
43
Laird Norton Wetherby Wealth Management
California
$271K – – –
FAT
44
First American Trust
California
$265K – – –
LCM
45
Landscape Capital Management
New Jersey
$263K +$279K +19,432 New
RI
46
Ridgewood Investments
New Jersey
$253K -$115K -8,000 -30%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$223K +$72.1K +5,020 +44%
AWS
48
Atria Wealth Solutions
New York
$218K +$230K +16,004 New
GPC
49
Garrison Point Capital
California
$203K – – –
GKWIM
50
Gerber Kawasaki Wealth & Investment Management
California
$198K +$307K +21,357 New
1
2
3 4

NKX Hedge Fund Activity: Q1 2022 in Review

69 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen California AMT-Free Quality Municipal Income Fund (NKX) for Q1 2022, worth a combined $88.2M — down 11% from $99.2M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NKX positions and 9 closed out — a net gain of 6 holders — while 22 added to existing stakes and 13 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $2.07M. The largest seller was UBS Group, cutting an estimated $3.66M.

  • 69 institutional investors held Nuveen California AMT-Free Quality Municipal Income Fund (NKX) as of Q1 2022, up from 64 in Q4 2021.
  • Funds reported $88.2M of Nuveen California AMT-Free Quality Municipal Income Fund stock for Q1 2022, down 11% quarter-over-quarter.
  • 15 funds opened new Nuveen California AMT-Free Quality Municipal Income Fund positions in Q1 2022 and 9 closed out, a net change of +6 holders.
  • The largest Nuveen California AMT-Free Quality Municipal Income Fund buyer in Q1 2022 was Rivernorth Capital Management, an estimated $2.07M added.
  • The largest Nuveen California AMT-Free Quality Municipal Income Fund seller in Q1 2022 was UBS Group, an estimated $3.66M sold.

Based on aggregated 13F filings for Q1 2022.