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Nuveen California AMT-Free Quality Municipal Income Fund
NKX

61 hedge funds and large institutions have $95.8M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

9% more funds holding

Funds holding: 56 → 61 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.88% less ownership

Funds ownership: 14.02% → 13.14% (-0.88%)

4% less capital invested

Capital invested by funds: $100M → $95.8M (-$4.14M)

16% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 19

Holders
61
Holders Change
+5
Holders Change %
+8.93%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
16
Reduced
19
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JWCA
J.W. Cole Advisors
Florida
+$879K
2
EW
Evoke Wealth
California
+$494K
3
Wells Fargo
Wells Fargo
California
+$448K
4
Morgan Stanley
Morgan Stanley
New York
+$336K
5
FAT
First American Trust
California
+$300K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$7.23M
2
KIM
Karpus Investment Management
New York
-$1.07M
3
GC
Guggenheim Capital
Illinois
-$386K
4
Invesco
Invesco
Georgia
-$321K
5
UBS Group
UBS Group
Switzerland
-$309K
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
51
Advisory Services Network
Georgia
$32K +$31.7K +2,066 New
LWM
52
Liberty Wealth Management
California
$30K +$322 +21 +1%
NFG
53
Next Financial Group
Texas
$27K +$27.5K +1,794 New
TCM
54
Tradewinds Capital Management
Washington
$21K – – –
SFS
55
Sowell Financial Services
Arkansas
$20K – – –
GAM
56
Gemmer Asset Management
California
$19K -$384 -25 -2%
BCM
57
Blume Capital Management
California
$18K – – –
OIA
58
Optimum Investment Advisors
Illinois
$16K – – –
WTC
59
WhitTier Trust Company
Nevada
$13K – – –
PA
60
Parallel Advisors
California
$7K +$92 +6 +1%
KPW
61
Kore Private Wealth
New York
– -$95K -6,384 Closed
1 2
3

NKX Hedge Fund Activity: Q3 2020 in Review

61 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Nuveen California AMT-Free Quality Municipal Income Fund (NKX) for Q3 2020, worth a combined $95.8M — down 4.1% from $100M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NKX positions and 1 closed out — a net gain of 5 holders — while 16 added to existing stakes and 19 trimmed.

The largest buyer was J.W. Cole Advisors, opening a new position worth an estimated $879K. The largest seller was Rivernorth Capital Management, cutting an estimated $7.23M.

  • 61 institutional investors held Nuveen California AMT-Free Quality Municipal Income Fund (NKX) as of Q3 2020, up from 56 in Q2 2020.
  • Funds reported $95.8M of Nuveen California AMT-Free Quality Municipal Income Fund stock for Q3 2020, down 4.1% quarter-over-quarter.
  • 6 funds opened new Nuveen California AMT-Free Quality Municipal Income Fund positions in Q3 2020 and 1 closed out, a net change of +5 holders.
  • The largest Nuveen California AMT-Free Quality Municipal Income Fund buyer in Q3 2020 was J.W. Cole Advisors, an estimated $879K added.
  • The largest Nuveen California AMT-Free Quality Municipal Income Fund seller in Q3 2020 was Rivernorth Capital Management, an estimated $7.23M sold.

Based on aggregated 13F filings for Q3 2020.