Nuveen California AMT-Free Quality Municipal Income Fund
NKX
63 hedge funds and large institutions have $82.6M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 6 closing their positions.
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
27% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 15
13% more capital invested
Capital invested by funds: $73.4M → $82.6M (+$9.24M)
13% more funds holding
Funds holding: 56 → 63 (+7)
1.05% more ownership
Funds ownership: 13.08% → 14.13% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCG
Regatta Capital Group
El Segundo,
California
|
+$2.51M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$2.41M |
| 3 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$2.27M |
| 4 |
Morgan Stanley
New York
|
+$1.34M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$785K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.75M |
| 2 |
LCM
Leisure Capital Management
Costa Mesa,
California
|
-$1.27M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$657K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$564K |
| 5 |
LPL Financial
San Diego,
California
|
-$411K |
NKX Hedge Fund Activity: Q4 2022 in Review
63 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen California AMT-Free Quality Municipal Income Fund (NKX) for Q4 2022, worth a combined $82.6M — up 13% from $73.4M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new NKX positions and 6 closed out — a net gain of 9 holders — while 19 added to existing stakes and 15 trimmed.
The largest buyer was Regatta Capital Group, opening a new position worth an estimated $2.51M. The largest seller was UBS Group, cutting an estimated $1.75M.
- 63 institutional investors held Nuveen California AMT-Free Quality Municipal Income Fund (NKX) as of Q4 2022, up from 56 in Q3 2022.
- Funds reported $82.6M of Nuveen California AMT-Free Quality Municipal Income Fund stock for Q4 2022, up 13% quarter-over-quarter.
- 15 funds opened new Nuveen California AMT-Free Quality Municipal Income Fund positions in Q4 2022 and 6 closed out, a net change of +9 holders.
- The largest Nuveen California AMT-Free Quality Municipal Income Fund buyer in Q4 2022 was Regatta Capital Group, an estimated $2.51M added.
- The largest Nuveen California AMT-Free Quality Municipal Income Fund seller in Q4 2022 was UBS Group, an estimated $1.75M sold.
Based on aggregated 13F filings for Q4 2022.