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Nuveen California AMT-Free Quality Municipal Income Fund

56 hedge funds and large institutions have $100M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $80.5M → $100M (+$19.5M)

2.06% more ownership

Funds ownership: 11.96%14.02% (+2.1%)

6% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 17

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13% less funds holding

Funds holding: 6456 (-8)

62% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 13

Holders
56
Holders Change
-8
Holders Change %
-12.5%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
18
Reduced
17
Closed
13
Calls
Puts
Net Calls
Net Calls Change

NKX Hedge Fund Activity: Q2 2020 in Review

56 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Nuveen California AMT-Free Quality Municipal Income Fund (NKX) for Q2 2020, worth a combined $100M — up 24% from $80.5M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of NKX and 5 opened new positions — a net loss of 8 holders — while 17 trimmed existing stakes and 18 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $5.93M. The largest seller was AQR Arbitrage, exiting entirely with an estimated $474K sold.

  • 56 institutional investors held Nuveen California AMT-Free Quality Municipal Income Fund (NKX) as of Q2 2020, down from 64 in Q1 2020.
  • Funds reported $100M of Nuveen California AMT-Free Quality Municipal Income Fund stock for Q2 2020, up 24% quarter-over-quarter.
  • 5 funds opened new Nuveen California AMT-Free Quality Municipal Income Fund positions in Q2 2020 and 13 closed out, a net change of -8 holders.
  • The largest Nuveen California AMT-Free Quality Municipal Income Fund buyer in Q2 2020 was Rivernorth Capital Management, an estimated $5.93M added.
  • The largest Nuveen California AMT-Free Quality Municipal Income Fund seller in Q2 2020 was AQR Arbitrage, an estimated $474K sold.

Based on aggregated 13F filings for Q2 2020.