NKX icon

Nuveen California AMT-Free Quality Municipal Income Fund
NKX

Overview Fund Activity

46 hedge funds and large institutions have $67.1M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+1
Holders Change %
+2.22%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
13
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$3.52M
2
Bank of America
Bank of America
North Carolina
$1.74M
3
AAM
Advisors Asset Management
Colorado
$4.17M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.35M
5
Wells Fargo
Wells Fargo
California
$3.81M

Top Sellers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
$0
2
Cohen & Steers
Cohen & Steers
New York
$1.65M
3
GC
Guggenheim Capital
Illinois
$5.85M
4
DA
Doliver Advisors
Texas
$0
5
AQR Capital Management
AQR Capital Management
Connecticut
$1.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$9.68M – – –
UBS Group
2
UBS Group
Switzerland
$7.33M +$7.33M +496,955 New
GC
3
Guggenheim Capital
Illinois
$5.85M -$720K -48,881 -11%
PMG
4
Private Management Group
California
$5.42M -$51.6K -3,499 -0.9%
Invesco
5
Invesco
Georgia
$4.79M +$82.4K +5,589 +2%
LPL Financial
6
LPL Financial
California
$4.67M +$342K +23,202 +8%
AAM
7
Advisors Asset Management
Colorado
$4.17M +$1.09M +74,263 +36%
Wells Fargo
8
Wells Fargo
California
$3.81M +$379K +25,679 +11%
Morgan Stanley
9
Morgan Stanley
New York
$3.52M +$2.02M +136,935 +134%
LCM
10
Leisure Capital Management
California
$2.04M +$2.04M +138,312 New
Bank of America
11
Bank of America
North Carolina
$1.74M +$1.1M +74,748 +173%
Cohen & Steers
12
Cohen & Steers
New York
$1.65M -$806K -54,669 -33%
AQR Capital Management
13
AQR Capital Management
Connecticut
$1.52M -$366K -24,822 -19%
WA
14
Whitebox Advisors
Minnesota
$1.49M +$18.4K +1,252 +1%
AA
15
Apriem Advisors
California
$1.4M +$89.1K +6,046 +7%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.35M +$536K +36,332 +66%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$837K +$110K +7,495 +15%
TCM
18
Tradewinds Capital Management
Washington
$619K – – –
TIM
19
Tortoise Investment Management
New York
$615K +$125K +8,484 +26%
MBT
20
Montecito Bank & Trust
California
$506K +$7.58K +514 +2%
GEM
21
Global Endowment Management
North Carolina
$501K – – –
KIM
22
Karpus Investment Management
New York
$450K -$13.1K -887 -3%
WT
23
Whittier Trust
California
$386K – – –
HCM
24
Hollencrest Capital Management
California
$291K +$291K +19,696 New
RJA
25
Raymond James & Associates
Florida
$278K – – –
1
2 3