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Nuveen California AMT-Free Quality Municipal Income Fund
NKX

56 hedge funds and large institutions have $73.4M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

0.39% more ownership

Funds ownership: 12.7% → 13.08% (+0.39%)

5% less funds holding

Funds holding: 59 → 56 (-3)

6% less capital invested

Capital invested by funds: $77.8M → $73.4M (-$4.37M)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
56
Holders Change
-3
Holders Change %
-5.08%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
19
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.89M
2
AAM
Advisors Asset Management
Colorado
+$512K
3
AWS
Atria Wealth Solutions
New York
+$508K
4
Wells Fargo
Wells Fargo
California
+$490K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$461K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$1.62M
2
DADC
D.A. Davidson & Co
Montana
-$365K
3
OFG
OTA Financial Group
New York
-$337K
4
TFO
Tarbox Family Office
California
-$260K
5
KPW
Kore Private Wealth
New York
-$257K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$410K +$461K +34,699 New
RPCA
27
Running Point Capital Advisors
California
$360K – – –
Bank of America
28
Bank of America
North Carolina
$327K -$124K -9,296 -25%
VHAM
29
Van Hulzen Asset Management
California
$323K – – –
CRWM
30
Castle Rock Wealth Management
California
$295K +$53 +4 +0%
LC
31
Lindbrook Capital
California
$292K – – –
SCA
32
Snowden Capital Advisors
New York
$291K +$3.52K +265 +1%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$283K -$16.2K -1,216 -5%
Creative Planning
34
Creative Planning
Kansas
$282K +$4.01K +302 +1%
GJIC
35
Gamble Jones Investment Counsel
California
$260K – – –
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$243K +$1.3K +98 +0.5%
SWP
37
Stratos Wealth Partners
Ohio
$242K – – –
VCM
38
Vivaldi Capital Management
Illinois
$236K -$59K -4,436 -18%
GPC
39
Garrison Point Capital
California
$177K – – –
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$176K +$19K +1,427 +11%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$172K +$193K +14,525 New
MMA
42
Miracle Mile Advisors
California
$167K +$332 +25 +0.2%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$154K +$174K +13,069 New
RCM
44
RB Capital Management
Nevada
$150K +$1.49K +112 +0.9%
FNWM
45
Financial Network Wealth Management
Utah
$144K – – –
KCM
46
Kennicott Capital Management
California
$142K – – –
BTI
47
Blue Trust Inc
Georgia
$82K – – –
BWA
48
BDO Wealth Advisors
Florida
$65K – – –
AF
49
Allworth Financial
California
$35K – – –
PO
50
Private Ocean
California
$20K – – –
1
2
3

NKX Hedge Fund Activity: Q3 2022 in Review

56 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen California AMT-Free Quality Municipal Income Fund (NKX) for Q3 2022, worth a combined $73.4M — down 5.6% from $77.8M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of NKX and 5 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 19 added.

The largest buyer was Morgan Stanley, adding an estimated $2.89M. The largest seller was Guggenheim Capital, cutting an estimated $1.62M.

  • 56 institutional investors held Nuveen California AMT-Free Quality Municipal Income Fund (NKX) as of Q3 2022, down from 59 in Q2 2022.
  • Funds reported $73.4M of Nuveen California AMT-Free Quality Municipal Income Fund stock for Q3 2022, down 5.6% quarter-over-quarter.
  • 5 funds opened new Nuveen California AMT-Free Quality Municipal Income Fund positions in Q3 2022 and 8 closed out, a net change of -3 holders.
  • The largest Nuveen California AMT-Free Quality Municipal Income Fund buyer in Q3 2022 was Morgan Stanley, an estimated $2.89M added.
  • The largest Nuveen California AMT-Free Quality Municipal Income Fund seller in Q3 2022 was Guggenheim Capital, an estimated $1.62M sold.

Based on aggregated 13F filings for Q3 2022.