We are live on ! Find out more
NKX icon

Nuveen California AMT-Free Quality Municipal Income Fund
NKX

59 hedge funds and large institutions have $77.8M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

1.01% less ownership

Funds ownership: 13.71% → 12.7% (-1%)

12% less capital invested

Capital invested by funds: $88.2M → $77.8M (-$10.4M)

14% less funds holding

Funds holding: 69 → 59 (-10)

56% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 18

Holders
59
Holders Change
-10
Holders Change %
-14.49%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
19
Reduced
17
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$4.5M
2
MIAN
Mariner Independent Advisor Network
Kansas
+$2.84M
3
BZWA
Blue Zone Wealth Advisors
California
+$2.39M
4
Morgan Stanley
Morgan Stanley
New York
+$2.08M
5
AAM
Advisors Asset Management
Colorado
+$821K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$5.96M
2
UBS Group
UBS Group
Switzerland
-$5.26M
3
PWSG
Pacific Wealth Strategies Group
California
-$2.72M
4
DADC
D.A. Davidson & Co
Montana
-$1.66M
5
GC
Guggenheim Capital
Illinois
-$767K
Name Holding Trade Value Shares
Change 		Change in
Stake
RPCA
26
Running Point Capital Advisors
California
$393K – – –
VHAM
27
Van Hulzen Asset Management
California
$352K -$392 -30 -0.1%
OFG
28
OTA Financial Group
New York
$337K +$342K +26,198 New
CRWM
29
Castle Rock Wealth Management
California
$333K +$52 +4 +0%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$324K -$255K -19,482 -44%
VCM
31
Vivaldi Capital Management
Illinois
$320K -$13.6K -1,040 -4%
LC
32
Lindbrook Capital
California
$319K +$323K +24,753 New
SCA
33
Snowden Capital Advisors
New York
$313K +$11.3K +866 +4%
Creative Planning
34
Creative Planning
Kansas
$304K +$640 +49 +0.2%
GJIC
35
Gamble Jones Investment Counsel
California
$284K – – –
SWP
36
Stratos Wealth Partners
Ohio
$264K – – –
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$263K +$1.29K +99 +0.5%
TFO
38
Tarbox Family Office
California
$260K +$263K +20,160 New
KPW
39
Kore Private Wealth
New York
$257K +$260K +19,915 New
RI
40
Ridgewood Investments
New Jersey
$240K – – –
GPC
41
Garrison Point Capital
California
$193K – – –
MMA
42
Miracle Mile Advisors
California
$182K +$327 +25 +0.2%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$173K +$104K +7,978 +146%
RCM
44
RB Capital Management
Nevada
$162K -$6.34K -485 -4%
FNWM
45
Financial Network Wealth Management
Utah
$157K – – –
MWA
46
Monograph Wealth Advisors
California
$156K – – –
KCM
47
Kennicott Capital Management
California
$155K -$307K -23,499 -66%
BPWM
48
Badgley Phelps Wealth Managers
Washington
$150K – – –
LCM
49
Landscape Capital Management
New Jersey
$134K -$118K -9,053 -47%
BTI
50
Blue Trust Inc
Georgia
$87K +$83.5K +6,391 New
1
2
3 4

NKX Hedge Fund Activity: Q2 2022 in Review

59 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen California AMT-Free Quality Municipal Income Fund (NKX) for Q2 2022, worth a combined $77.8M — down 12% from $88.2M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of NKX and 8 opened new positions — a net loss of 10 holders — while 17 trimmed existing stakes and 19 added.

The largest buyer was Wells Fargo, adding an estimated $4.5M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $5.96M sold.

  • 59 institutional investors held Nuveen California AMT-Free Quality Municipal Income Fund (NKX) as of Q2 2022, down from 69 in Q1 2022.
  • Funds reported $77.8M of Nuveen California AMT-Free Quality Municipal Income Fund stock for Q2 2022, down 12% quarter-over-quarter.
  • 8 funds opened new Nuveen California AMT-Free Quality Municipal Income Fund positions in Q2 2022 and 18 closed out, a net change of -10 holders.
  • The largest Nuveen California AMT-Free Quality Municipal Income Fund buyer in Q2 2022 was Wells Fargo, an estimated $4.5M added.
  • The largest Nuveen California AMT-Free Quality Municipal Income Fund seller in Q2 2022 was Rivernorth Capital Management, an estimated $5.96M sold.

Based on aggregated 13F filings for Q2 2022.