NKX icon

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 %
Morgan Stanley
1
Morgan Stanley
New York
$26.1M -$114K -9,124 -0.4%
GC
2
Guggenheim Capital
Illinois
$13.6M +$1.39M +110,737 +11%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$5.88M -$347K -27,768 -6%
AAM
4
Advisors Asset Management
Colorado
$5.7M +$290K +23,163 +5%
Wells Fargo
5
Wells Fargo
California
$4.26M +$675K +53,965 +19%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$3.51M -$1.69M -134,754 -32%
RCG
7
Regatta Capital Group
California
$2.7M – – –
LCM
8
Leisure Capital Management
California
$2.26M +$97.2K +7,768 +4%
AA
9
AQR Arbitrage
Connecticut
$2.17M -$1.52M -121,498 -41%
UBS Group
10
UBS Group
Switzerland
$2.17M +$376K +30,040 +21%
Mariner
11
Mariner
Kansas
$1.86M -$56.5K -4,513 -3%
BZWA
12
Blue Zone Wealth Advisors
California
$1.83M -$584K -46,703 -24%
LPL Financial
13
LPL Financial
California
$1.73M +$28.8K +2,300 +2%
Ameriprise
14
Ameriprise
Minnesota
$1.33M +$25.2K +2,015 +2%
WS
15
Wedbush Securities
California
$1.04M +$601 +48 +0.1%
M
16
MYeCFO
California
$961K -$9.53K -762 -1%
MA
17
MKT Advisors
California
$914K +$3.74K +293 +0.4%
RJA
18
Raymond James & Associates
Florida
$913K +$34.1K +2,723 +4%
Allianz Asset Management
19
Allianz Asset Management
Germany
$877K – – –
NWM
20
Napa Wealth Management
California
$868K -$370K -29,605 -30%
RC
21
Rareview Capital
Nevada
$812K +$475 +38 +0.1%
AA
22
Apriem Advisors
California
$706K +$62.6K +5,000 +10%
NMC
23
Nine Masts Capital
Hong Kong
$673K -$314K -25,083 -32%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$501K +$29K +2,312 +6%
Bank of America
25
Bank of America
North Carolina
$485K +$15.6K +1,246 +3%
1
2 3