We are live on ! Find out more
NRK icon

Nuveen New York AMT-Free Quality Municipal Income Fund
NRK

82 hedge funds and large institutions have $143M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 17

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

7% more capital invested

Capital invested by funds: $133M → $143M (+$9.82M)

3% more funds holding

Funds holding: 80 → 82 (+2)

1.69% more ownership

Funds ownership: 11.67% → 13.36% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
82
Holders Change
+2
Holders Change %
+2.5%
% of All Funds
1.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
29
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$8.56M
2
EWM
Edge Wealth Management
New York
+$2.11M
3
TIM
Tortoise Investment Management
New York
+$1.97M
4
COLIM
City of London Investment Management
United Kingdom
+$1.69M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$1.52M

Top Sellers

Rank Fund Capital Flow
1
STA
Summit Trail Advisors
New York
-$393K
2
Squarepoint
Squarepoint
New York
-$352K
3
NGA
Naples Global Advisors
Florida
-$332K
4
Wells Fargo
Wells Fargo
California
-$324K
5
Millennium Management
Millennium Management
New York
-$288K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$694K +$54.5K +4,378 +8%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$669K +$144K +11,541 +27%
ICA
28
Infrastructure Capital Advisors
New York
$615K – – –
KFA
29
Kelleher Financial Advisors
New York
$579K +$380K +30,562 +179%
SWM
30
Stockman Wealth Management
Montana
$533K – – –
CRC
31
Curi RMB Capital
Illinois
$529K +$541K +43,514 New
NL
32
NWAM LLC
Washington
$492K -$150K -12,079 -23%
Mariner
33
Mariner
Kansas
$482K – – –
PA
34
Pinnacle Associates
New York
$480K -$24.9K -2,000 -5%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$398K +$65.3K +5,244 +19%
SLA
36
Silver Lake Advisory
Utah
$393K +$3.3K +265 +0.8%
SCA
37
STALEY CAPITAL ADVISERS
Pennsylvania
$365K +$124K +10,000 +50%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$335K +$42.5K +3,417 +14%
AA
39
AQR Arbitrage
Connecticut
$319K +$38.6K +3,100 +13%
Neuberger Berman Group
40
Neuberger Berman Group
New York
$302K +$119K +9,600 +63%
MML Investors Services
41
MML Investors Services
Massachusetts
$290K -$118K -9,518 -28%
IDBONY
42
Israel Discount Bank of New York
New York
$283K -$57.2K -4,600 -17%
FAAS
43
First Allied Advisory Services
California
$259K – – –
DA
44
Doliver Advisors
Texas
$249K -$49.2K -3,951 -16%
ISL
45
Ingalls & Snyder LLC
New York
$244K – – –
CS
46
Credit Suisse
Switzerland
$243K – – –
ICM
47
Ionic Capital Management
New York
$243K +$249K +20,000 New
CWM
48
Circle Wealth Management
New Jersey
$240K +$2.76K +222 +1%
SWM
49
SeaCrest Wealth Management
New York
$238K – – –
WAM
50
Weiss Asset Management
Massachusetts
$234K +$240K +19,274 New
1
2
3 4

NRK Hedge Fund Activity: Q1 2018 in Review

82 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q1 2018, worth a combined $143M — up 7.4% from $133M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NRK positions and 8 closed out — a net gain of 2 holders — while 29 added to existing stakes and 17 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $8.56M. The largest seller was Summit Trail Advisors, exiting entirely with an estimated $393K sold.

  • 82 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q1 2018, up from 80 in Q4 2017.
  • Funds reported $143M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q1 2018, up 7.4% quarter-over-quarter.
  • 10 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q1 2018 and 8 closed out, a net change of +2 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q1 2018 was Karpus Investment Management, an estimated $8.56M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q1 2018 was Summit Trail Advisors, an estimated $393K sold.

Based on aggregated 13F filings for Q1 2018.