We are live on ! Find out more
NKX icon

Nuveen California AMT-Free Quality Municipal Income Fund

45 hedge funds and large institutions have $53.4M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

0% more capital invested

Capital invested by funds: $53.2M → $53.4M (+$159K)

0% more funds holding

Funds holding: 4545 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.47% less ownership

Funds ownership: 8.38%7.91% (-0.47%)

29% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 14

Holders
45
Holders Change
Holders Change %
0%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
10
Reduced
14
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$7.1M -$75.4K -4,969 -1%
AAM
2
Advisors Asset Management
Colorado
$5.35M -$220K -14,515 -4%
Morgan Stanley
3
Morgan Stanley
New York
$4.99M +$968K +63,784 +25%
PWSG
4
Pacific Wealth Strategies Group
California
$4.88M +$42.2K +2,780 +0.9%
Wells Fargo
5
Wells Fargo
California
$4.11M -$6.89K -454 -0.2%
UBS Group
6
UBS Group
Switzerland
$3.66M -$416K -27,424 -10%
Invesco
7
Invesco
Georgia
$3.52M -$461K -30,376 -12%
LPL Financial
8
LPL Financial
California
$2.99M -$2.55M -167,948 -47%
Bank of America
9
Bank of America
North Carolina
$2.48M -$17.8K -1,171 -0.7%
LCM
10
Leisure Capital Management
California
$2.29M
AA
11
Apriem Advisors
California
$2.11M -$5.48K -361 -0.3%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$1.44M +$61.9K +4,080 +5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.37M -$35.9K -2,367 -3%
RJA
14
Raymond James & Associates
Florida
$1.01M +$35.3K +2,327 +4%
WT
15
Whittier Trust
California
$718K
FAAS
16
First Allied Advisory Services
California
$486K +$233K +15,378 +97%
WS
17
Wedbush Securities
California
$443K -$27.8K -1,833 -6%
Creative Planning
18
Creative Planning
Kansas
$341K +$265K +17,425 +392%
IA
19
IFP Advisors
Florida
$335K +$805 +53 +0.2%
DI
20
Diligent Investors
California
$315K +$45.5K +3,000 +17%
SNT
21
Security National Trust
West Virginia
$292K
SWP
22
Stratos Wealth Partners
Ohio
$291K
HCM
23
Hollencrest Capital Management
California
$266K
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$236K
ACM
25
Alethea Capital Management
Washington
$216K

NKX Hedge Fund Activity: Q2 2017 in Review

45 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Nuveen California AMT-Free Quality Municipal Income Fund (NKX) for Q2 2017, worth a combined $53.4M — up 0.3% from $53.2M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new NKX positions and 1 closed out — a net gain of 1 holder — while 10 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $968K. The largest seller was LPL Financial, cutting an estimated $2.55M.

  • 45 institutional investors held Nuveen California AMT-Free Quality Municipal Income Fund (NKX) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $53.4M of Nuveen California AMT-Free Quality Municipal Income Fund stock for Q2 2017, up 0.3% quarter-over-quarter.
  • 2 funds opened new Nuveen California AMT-Free Quality Municipal Income Fund positions in Q2 2017 and 1 closed out, a net change of +1 holder.
  • The largest Nuveen California AMT-Free Quality Municipal Income Fund buyer in Q2 2017 was Morgan Stanley, an estimated $968K added.
  • The largest Nuveen California AMT-Free Quality Municipal Income Fund seller in Q2 2017 was LPL Financial, an estimated $2.55M sold.

Based on aggregated 13F filings for Q2 2017.