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Nuveen New York AMT-Free Quality Municipal Income Fund
NRK

61 hedge funds and large institutions have $82.4M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

13% more capital invested

Capital invested by funds: $73.1M → $82.4M (+$9.29M)

5% more funds holding

Funds holding: 58 → 61 (+3)

0.82% more ownership

Funds ownership: 6.59% → 7.41% (+0.82%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
11
Increased
17
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCA
Samson Capital Advisors
New York
+$4.02M
2
KIM
Karpus Investment Management
New York
+$2.1M
3
NCM
Newgate Capital Management
Connecticut
+$1.55M
4
SA
Strategic Advisors
New York
+$1.2M
5
6CM
683 Capital Management
New York
+$527K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$381K
2
SLA
Silver Lake Advisory
Utah
-$312K
3
Bank of America
Bank of America
North Carolina
-$256K
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$215K
5
Stifel Financial
Stifel Financial
Missouri
-$187K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$413K +$12.6K +999 +3%
RJA
27
Raymond James & Associates
Florida
$312K – – –
PA
28
Pinnacle Associates
New York
$300K +$7.21K +572 +2%
EWM
29
Edge Wealth Management
New York
$300K +$301K +23,850 New
NRS
30
Neville Rodie & Shaw
New York
$279K – – –
DA
31
Doliver Advisors
Texas
$276K +$30.6K +2,428 +12%
AW
32
ACG Wealth
Georgia
$252K +$252K +20,000 New
CS
33
Credit Suisse
Switzerland
$251K – – –
Ameriprise
34
Ameriprise
Minnesota
$249K +$517 +41 +0.2%
LCM
35
Laurion Capital Management
New York
$220K +$220K +17,475 New
KWMG
36
King Wealth Management Group
Florida
$186K – – –
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$177K -$2.94K -233 -2%
EFS
38
Essex Financial Services
Connecticut
$172K – – –
VKH
39
Virtu KCG Holdings
New York
$158K -$79.4K -6,300 -33%
DAC
40
Dividend Assets Capital
South Carolina
$158K – – –
CAN
41
Cetera Advisor Networks
California
$154K – – –
HK
42
Horizon Kinetics
New York
$140K -$7.98K -633 -5%
KFA
43
Kelleher Financial Advisors
New York
$136K – – –
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$134K – – –
TFCP
45
Twin Focus Capital Partners
Massachusetts
$129K – – –
MFS
46
MSI Financial Services
Massachusetts
$112K +$7.95K +631 +8%
WAM
47
Wolverine Asset Management
Illinois
$104K +$105K +8,337 New
KA
48
Klingman & Associates
New York
$71K -$71.4K -5,664 Closed
GWM
49
Gupta Wealth Management
California
$58K – – –
TIM
50
Tortoise Investment Management
New York
$44K +$44.1K +3,500 New
1
2
3

NRK Hedge Fund Activity: Q3 2015 in Review

61 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q3 2015, worth a combined $82.4M — up 13% from $73.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NRK positions and 7 closed out — a net gain of 4 holders — while 17 added to existing stakes and 10 trimmed.

The largest buyer was Samson Capital Advisors, opening a new position worth an estimated $4.02M. The largest seller was Invesco, cutting an estimated $381K.

  • 61 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q3 2015, up from 58 in Q2 2015.
  • Funds reported $82.4M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q3 2015, up 13% quarter-over-quarter.
  • 11 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q3 2015 and 7 closed out, a net change of +4 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q3 2015 was Samson Capital Advisors, an estimated $4.02M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q3 2015 was Invesco, an estimated $381K sold.

Based on aggregated 13F filings for Q3 2015.