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Nuveen California AMT-Free Quality Municipal Income Fund

61 hedge funds and large institutions have $74.6M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

38% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 16

3% more funds holding

Funds holding: 5961 (+2)

3% more capital invested

Capital invested by funds: $72.3M → $74.6M (+$2.28M)

0.95% more ownership

Funds ownership: 10.55%11.5% (+0.95%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
61
Holders Change
+2
Holders Change %
+3.39%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
22
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1
Laurion Capital Management
New York
$8.72M -$4.63M -345,265 -34%
BPCM
2
Beach Point Capital Management
California
$6.35M +$1.79M +133,375 +37%
GC
3
Guggenheim Capital
Illinois
$5.51M -$165K -12,292 -3%
Wells Fargo
4
Wells Fargo
California
$5.51M +$570K +42,477 +11%
PWSG
5
Pacific Wealth Strategies Group
California
$4.78M +$69.6K +5,190 +1%
Morgan Stanley
6
Morgan Stanley
New York
$4.34M +$102K +7,572 +2%
Bank of America
7
Bank of America
North Carolina
$2.9M +$134K +9,974 +5%
WAM
8
Wolverine Asset Management
Illinois
$2.88M -$43.3K -3,226 -1%
UBS Group
9
UBS Group
Switzerland
$2.6M +$954K +71,151 +54%
LCM
10
Leisure Capital Management
California
$2.51M
Invesco
11
Invesco
Georgia
$2.46M +$92.7K +6,916 +4%
AA
12
Apriem Advisors
California
$2.18M +$306K +22,852 +16%
AAM
13
Advisors Asset Management
Colorado
$2.1M -$257K -19,181 -10%
KIM
14
Karpus Investment Management
New York
$1.91M +$1.99M +148,193 New
LCM
15
Landscape Capital Management
New Jersey
$1.75M +$488K +36,417 +37%
CRC
16
Curi RMB Capital
Illinois
$1.3M +$819K +61,088 +153%
CWM
17
Cornerstone Wealth Management
Missouri
$1.2M +$33.8K +2,522 +15%
NMC
18
Nine Masts Capital
Hong Kong
$1.19M +$1.13M +84,000 +955%
WS
19
Wedbush Securities
California
$1.18M +$964K +71,900 +363%
LPL Financial
20
LPL Financial
California
$1.14M -$120K -8,980 -9%
COLIM
21
City of London Investment Management
United Kingdom
$1M +$1.04M +77,890 New
MIG
22
Mariner Investment Group
New York
$965K
RJA
23
Raymond James & Associates
Florida
$859K +$155K +11,584 +21%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$839K +$22.3K +1,662 +3%
RCM
25
Rivernorth Capital Management
Florida
$754K +$785K +58,565 New

NKX Hedge Fund Activity: Q3 2018 in Review

61 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Nuveen California AMT-Free Quality Municipal Income Fund (NKX) for Q3 2018, worth a combined $74.6M — up 3.2% from $72.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NKX positions and 5 closed out — a net gain of 2 holders — while 22 added to existing stakes and 16 trimmed.

The largest buyer was Karpus Investment Management, opening a new position worth an estimated $1.99M. The largest seller was Laurion Capital Management, cutting an estimated $4.63M.

  • 61 institutional investors held Nuveen California AMT-Free Quality Municipal Income Fund (NKX) as of Q3 2018, up from 59 in Q2 2018.
  • Funds reported $74.6M of Nuveen California AMT-Free Quality Municipal Income Fund stock for Q3 2018, up 3.2% quarter-over-quarter.
  • 7 funds opened new Nuveen California AMT-Free Quality Municipal Income Fund positions in Q3 2018 and 5 closed out, a net change of +2 holders.
  • The largest Nuveen California AMT-Free Quality Municipal Income Fund buyer in Q3 2018 was Karpus Investment Management, an estimated $1.99M added.
  • The largest Nuveen California AMT-Free Quality Municipal Income Fund seller in Q3 2018 was Laurion Capital Management, an estimated $4.63M sold.

Based on aggregated 13F filings for Q3 2018.