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Nuveen New York AMT-Free Quality Municipal Income Fund

68 hedge funds and large institutions have $108M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 13

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

1% more funds holding

Funds holding: 6768 (+1)

2% more capital invested

Capital invested by funds: $105M → $108M (+$2.4M)

0.18% more ownership

Funds ownership: 9.31%9.49% (+0.18%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
68
Holders Change
+1
Holders Change %
+1.49%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
20
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$515K
IDBONY
27
Israel Discount Bank of New York
New York
$397K -$20.6K -1,600 -5%
PA
28
Pinnacle Associates
New York
$368K
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$352K +$16K +1,248 +5%
IH
30
IFC Holdings
Florida
$343K +$35.3K +2,749 +12%
ISL
31
Ingalls & Snyder LLC
New York
$315K
FAAS
32
First Allied Advisory Services
California
$288K -$24.9K -1,935 -8%
SCA
33
STALEY CAPITAL ADVISERS
Pennsylvania
$282K +$279K +21,725 New
CS
34
Credit Suisse
Switzerland
$259K
CWM
35
Circle Wealth Management
New Jersey
$252K +$249K +19,400 New
RJFSA
36
Raymond James Financial Services Advisors
Florida
$242K +$13.3K +1,034 +6%
AG
37
Advisor Group
Arizona
$240K +$86.5K +6,735 +57%
Stifel Financial
38
Stifel Financial
Missouri
$235K -$19.5K -1,518 -8%
Ameriprise
39
Ameriprise
Minnesota
$223K +$72.4K +5,637 +49%
MML Investors Services
40
MML Investors Services
Massachusetts
$221K +$219K +17,017 New
KFA
41
Kelleher Financial Advisors
New York
$211K
LNWWM
42
Laird Norton Wetherby Wealth Management
California
$211K +$209K +16,245 New
DA
43
Doliver Advisors
Texas
$197K +$195K +15,200 New
EFS
44
Essex Financial Services
Connecticut
$187K
MC
45
Mathes Company
New York
$169K +$167K +13,000 New
DAC
46
Dividend Assets Capital
South Carolina
$163K +$161K +12,542 New
FFEC
47
First Financial Equity Corporation
Arizona
$160K +$159K +12,358 New
CAN
48
Cetera Advisor Networks
California
$159K
Lazard Asset Management
49
Lazard Asset Management
New York
$153K
TFCP
50
Twin Focus Capital Partners
Massachusetts
$133K

NRK Hedge Fund Activity: Q1 2017 in Review

68 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q1 2017, worth a combined $108M — up 2.3% from $105M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NRK positions and 8 closed out — a net gain of 2 holders — while 20 added to existing stakes and 13 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $1.49M. The largest seller was 1832 Asset Management, cutting an estimated $1.28M.

  • 68 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q1 2017, up from 67 in Q4 2016.
  • Funds reported $108M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q1 2017, up 2.3% quarter-over-quarter.
  • 10 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q1 2017 and 8 closed out, a net change of +2 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q1 2017 was Karpus Investment Management, an estimated $1.49M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q1 2017 was 1832 Asset Management, an estimated $1.28M sold.

Based on aggregated 13F filings for Q1 2017.