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Nuveen New York AMT-Free Quality Municipal Income Fund

60 hedge funds and large institutions have $66M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2014 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

7% more capital invested

Capital invested by funds: $61.5M → $66M (+$4.49M)

2% more funds holding

Funds holding: 5960 (+1)

0.11% more ownership

Funds ownership: 5.73%5.85% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

35% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 17

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
11
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$268K -$196K -15,593 -43%
PA
27
Pinnacle Associates
New York
$264K
AW
28
ACG Wealth
Georgia
$255K +$252K +20,000 New
MSL
29
Mackay Shields LLC
New York
$218K
CAN
30
Cetera Advisor Networks
California
$214K
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$196K -$49.5K -3,934 -20%
Ameriprise
32
Ameriprise
Minnesota
$182K +$162K +12,889 +921%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$171K +$1.62K +129 +1%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$170K +$7.9K +628 +5%
EFS
35
Essex Financial Services
Connecticut
$167K +$165K +13,082 New
DAC
36
Dividend Assets Capital
South Carolina
$160K
IF
37
IRON Financial
Illinois
$160K
BA
38
Bridgewater Advisors
New York
$152K
DD
39
Dominick & Dominick
New York
$136K
HCA
40
Harbour Capital Advisors
Virginia
$132K
TFCP
41
Twin Focus Capital Partners
Massachusetts
$131K
KFA
42
Kelleher Financial Advisors
New York
$128K +$127K +10,080 New
MFS
43
MSI Financial Services
Massachusetts
$60K -$30.2K -2,400 -34%
HR
44
Howe & Rusling
New York
$26K
JIC
45
Joel Isaacson & Co
New York
$26K
AIG
46
American International Group
New York
$25K
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$23K
WT
48
Whittier Trust
California
$23K
TF
49
Tompkins Financial
New York
$20K
WA
50
Winfield Associates
Ohio
$18K

NRK Hedge Fund Activity: Q1 2014 in Review

60 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q1 2014, worth a combined $66M — up 7.3% from $61.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NRK positions and 6 closed out — a net gain of 1 holder — while 11 added to existing stakes and 17 trimmed.

The largest buyer was Cohen & Steers, opening a new position worth an estimated $1.47M. The largest seller was SG Americas Securities, exiting entirely with an estimated $771K sold.

  • 60 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q1 2014, up from 59 in Q4 2013.
  • Funds reported $66M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q1 2014, up 7.3% quarter-over-quarter.
  • 7 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q1 2014 and 6 closed out, a net change of +1 holder.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q1 2014 was Cohen & Steers, an estimated $1.47M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q1 2014 was SG Americas Securities, an estimated $771K sold.

Based on aggregated 13F filings for Q1 2014.