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Nuveen New York AMT-Free Quality Municipal Income Fund
NRK

59 hedge funds and large institutions have $76.2M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 8

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

14% more capital invested

Capital invested by funds: $66.7M → $76.2M (+$9.5M)

0.99% more ownership

Funds ownership: 5.76% → 6.74% (+0.99%)

0% more funds holding

Funds holding: 59 → 59 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
59
Holders Change
–
Holders Change %
0%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
19
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$5.97M
2
KIM
Karpus Investment Management
New York
+$921K
3
Morgan Stanley
Morgan Stanley
New York
+$839K
4
DA
Doliver Advisors
Texas
+$807K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$621K

Top Sellers

Rank Fund Capital Flow
1
AW
ACG Wealth
Georgia
-$262K
2
GC
Guggenheim Capital
Illinois
-$223K
3
RJA
Raymond James & Associates
Florida
-$184K
4
HK
Horizon Kinetics
New York
-$176K
5
PA
Pinnacle Associates
New York
-$169K
Name Holding Trade Value Shares
Change 		Change in
Stake
VKH
26
Virtu KCG Holdings
New York
$387K +$393K +30,269 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$370K +$102K +7,837 +37%
RJA
28
Raymond James & Associates
Florida
$335K -$184K -14,219 -35%
NRS
29
Neville Rodie & Shaw
New York
$284K – – –
PA
30
Pinnacle Associates
New York
$265K -$169K -13,020 -39%
SLA
31
Silver Lake Advisory
Utah
$259K +$262K +20,229 New
CS
32
Credit Suisse
Switzerland
$256K – – –
ACM
33
Argentus Capital Management
Texas
$246K -$66.1K -5,098 -21%
MSL
34
Mackay Shields LLC
New York
$218K +$221K +17,036 New
CAN
35
Cetera Advisor Networks
California
$207K -$8.34K -643 -4%
Jane Street
36
Jane Street
New York
$204K +$207K +15,965 New
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$190K +$117 +9 +0.1%
EFS
38
Essex Financial Services
Connecticut
$167K – – –
Bank of New York Mellon
39
Bank of New York Mellon
New York
$165K -$29.5K -2,277 -15%
WAM
40
Wolverine Asset Management
Illinois
$162K +$165K +12,721 New
DAC
41
Dividend Assets Capital
South Carolina
$161K – – –
DD
42
Dominick & Dominick
New York
$136K – – –
KFA
43
Kelleher Financial Advisors
New York
$131K – – –
TFCP
44
Twin Focus Capital Partners
Massachusetts
$131K – – –
MFS
45
MSI Financial Services
Massachusetts
$120K +$1.58K +122 +1%
JIC
46
Joel Isaacson & Co
New York
$51K – – –
AIG
47
American International Group
New York
$25K – – –
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$23K – – –
WT
49
Whittier Trust
California
$23K – – –
TF
50
Tompkins Financial
New York
$20K – – –
1
2
3

NRK Hedge Fund Activity: Q3 2014 in Review

59 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q3 2014, worth a combined $76.2M — up 14% from $66.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NRK positions and 7 closed out — a net gain of 1 holder — while 19 added to existing stakes and 8 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $5.97M. The largest seller was ACG Wealth, exiting entirely with an estimated $262K sold.

  • 59 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $76.2M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q3 2014, up 14% quarter-over-quarter.
  • 8 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q3 2014 and 7 closed out, a net change of +1 holder.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q3 2014 was Cambridge Investment Research Advisors, an estimated $5.97M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q3 2014 was ACG Wealth, an estimated $262K sold.

Based on aggregated 13F filings for Q3 2014.