We are live on ! Find out more
NKX icon

Nuveen California AMT-Free Quality Municipal Income Fund

59 hedge funds and large institutions have $72.3M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

28% more capital invested

Capital invested by funds: $56.6M → $72.3M (+$15.8M)

23% more funds holding

Funds holding: 4859 (+11)

2.2% more ownership

Funds ownership: 8.35%10.55% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
59
Holders Change
+11
Holders Change %
+22.92%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
18
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1
Laurion Capital Management
New York
$13.9M +$6.37M +471,413 +86%
GC
2
Guggenheim Capital
Illinois
$5.98M -$1.57K -116 -0%
Wells Fargo
3
Wells Fargo
California
$5.24M +$2.35M +173,709 +82%
PWSG
4
Pacific Wealth Strategies Group
California
$4.97M +$618K +45,794 +14%
BPCM
5
Beach Point Capital Management
California
$4.89M +$4.87M +360,300 New
Morgan Stanley
6
Morgan Stanley
New York
$4.48M +$448K +33,164 +11%
WAM
7
Wolverine Asset Management
Illinois
$3.09M +$1.02M +75,671 +50%
Bank of America
8
Bank of America
North Carolina
$2.93M +$38.6K +2,857 +1%
Invesco
9
Invesco
Georgia
$2.5M -$224K -16,563 -8%
AAM
10
Advisors Asset Management
Colorado
$2.48M -$1.35M -99,995 -35%
LCM
11
Leisure Capital Management
California
$2.45M
AA
12
Apriem Advisors
California
$1.99M +$116K +8,574 +6%
UBS Group
13
UBS Group
Switzerland
$1.78M -$258K -19,128 -13%
LCM
14
Landscape Capital Management
New Jersey
$1.35M +$130K +9,656 +11%
LPL Financial
15
LPL Financial
California
$1.33M -$52.8K -3,910 -4%
CWM
16
Cornerstone Wealth Management
Missouri
$1.2M +$222K +16,406 New
MIG
17
Mariner Investment Group
New York
$1.02M +$1.01M +75,000 New
Geode Capital Management
18
Geode Capital Management
Massachusetts
$937K -$56.7K -4,198 -6%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$862K +$54.6K +4,043 +7%
RJA
20
Raymond James & Associates
Florida
$749K +$104K +7,699 +16%
VHAM
21
Van Hulzen Asset Management
California
$631K -$121K -8,950 -16%
CC
22
Claybrook Capital
Massachusetts
$624K
WT
23
Whittier Trust
California
$563K -$63.1K -4,676 -10%
CRC
24
Curi RMB Capital
Illinois
$542K -$397K -29,413 -42%
SG Americas Securities
25
SG Americas Securities
New York
$508K -$446K -33,058 -47%

NKX Hedge Fund Activity: Q2 2018 in Review

59 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen California AMT-Free Quality Municipal Income Fund (NKX) for Q2 2018, worth a combined $72.3M — up 28% from $56.6M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new NKX positions and 3 closed out — a net gain of 11 holders — while 18 added to existing stakes and 14 trimmed.

The largest buyer was Laurion Capital Management, adding an estimated $6.37M. The largest seller was Advisors Asset Management, cutting an estimated $1.35M.

  • 59 institutional investors held Nuveen California AMT-Free Quality Municipal Income Fund (NKX) as of Q2 2018, up from 48 in Q1 2018.
  • Funds reported $72.3M of Nuveen California AMT-Free Quality Municipal Income Fund stock for Q2 2018, up 28% quarter-over-quarter.
  • 14 funds opened new Nuveen California AMT-Free Quality Municipal Income Fund positions in Q2 2018 and 3 closed out, a net change of +11 holders.
  • The largest Nuveen California AMT-Free Quality Municipal Income Fund buyer in Q2 2018 was Laurion Capital Management, an estimated $6.37M added.
  • The largest Nuveen California AMT-Free Quality Municipal Income Fund seller in Q2 2018 was Advisors Asset Management, an estimated $1.35M sold.

Based on aggregated 13F filings for Q2 2018.