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Nuveen California AMT-Free Quality Municipal Income Fund
NKX

Overview Fund Activity

64 hedge funds and large institutions have $91.1M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-6
Holders Change %
-8.57%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
21
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
$13.6M
2
Wells Fargo
Wells Fargo
California
$4.26M
3
UBS Group
UBS Group
Switzerland
$2.17M
4
AAM
Advisors Asset Management
Colorado
$5.7M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$132K

Top Sellers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$3.51M
2
EW
Evoke Wealth
California
$268K
3
AA
AQR Arbitrage
Connecticut
$2.17M
4
LSC
Logan Stone Capital
Illinois
$0
5
LCM
Landscape Capital Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$132K +$132K +10,514 New
KAS
52
Kestra Advisory Services
Texas
$130K +$701 +56 +0.5%
FCA
53
FLC Capital Advisors
California
$125K – – –
Osaic Holdings
54
Osaic Holdings
Arizona
$107K -$377K -30,174 -78%
AF
55
Allworth Financial
California
$38K – – –
Comerica Bank
56
Comerica Bank
Texas
$37.5K – – –
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$37.5K – – –
UB
58
UMB Bank
Missouri
$14.5K -$8.12K -649 -36%
IAIM
59
International Assets Investment Management
Florida
$12.5K +$12.5K +1,000 New
1IA
60
1620 Investment Advisors
Massachusetts
$6.71K +$6.71K +536 New
WIM
61
Westside Investment Management
California
$4.18K – – –
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
$2.66K +$2.66K +208 New
WT
63
Whittier Trust
California
$2.5K – – –
Citigroup
64
Citigroup
New York
$38 – – –
LSC
65
Logan Stone Capital
Illinois
– -$1.38M -113,231 Closed
LCM
66
Landscape Capital Management
New Jersey
– -$986K -81,125 Closed
Bank of New York Mellon
67
Bank of New York Mellon
New York
– -$543K -44,717 Closed
SWP
68
Stratos Wealth Partners
Ohio
– -$237K -19,500 Closed
SQA
69
Simon Quick Advisors
New Jersey
– -$159K -13,126 Closed
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
– -$147K -12,109 Closed
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
– -$57.1K -4,699 Closed
FIA
72
FNY Investment Advisers
New York
– -$10 -900 Closed
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