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Nuveen New York AMT-Free Quality Municipal Income Fund

76 hedge funds and large institutions have $196M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $182M → $196M (+$14.2M)

1.76% more ownership

Funds ownership: 17.42%19.18% (+1.8%)

0% more funds holding

Funds holding: 7676 (0)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

44% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 27

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
76
Holders Change
Holders Change %
0%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
13
Increased
15
Reduced
27
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
26
AQR Arbitrage
Connecticut
$1.16M +$849K +72,877 +270%
HK
27
Horizon Kinetics
New York
$850K
AG
28
Advisor Group
Arizona
$841K -$34.4K -2,950 -4%
NCM
29
Next Capital Management
New York
$717K +$717K +61,556 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$649K -$93.2K -8,006 -13%
AC
31
Almitas Capital
California
$638K +$638K +54,767 New
WAM
32
Weiss Asset Management
Massachusetts
$597K +$597K +51,240 New
ICA
33
Infrastructure Capital Advisors
New York
$589K
CRC
34
Curi RMB Capital
Illinois
$536K -$1.02M -87,990 -66%
MML Investors Services
35
MML Investors Services
Massachusetts
$516K +$17.2K +1,477 +3%
SWM
36
Stockman Wealth Management
Montana
$511K
Mariner
37
Mariner
Kansas
$462K
LPL Financial
38
LPL Financial
California
$457K -$193K -16,564 -30%
PA
39
Pinnacle Associates
New York
$433K -$10.5K -900 -2%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$431K +$68.4K +5,873 +19%
SLA
41
Silver Lake Advisory
Utah
$386K +$3.17K +272 +0.8%
KFA
42
Kelleher Financial Advisors
New York
$385K -$121K -10,361 -24%
Stifel Financial
43
Stifel Financial
Missouri
$316K +$145K +12,452 +85%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$276K -$9.48K -814 -3%
CAN
45
Cetera Advisor Networks
California
$247K
NL
46
NWAM LLC
Washington
$243K -$229K -19,650 -49%
CS
47
Credit Suisse
Switzerland
$233K -$233K -19,973 -50%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$219K -$520K -44,653 -70%
FM
49
Family Management
New York
$209K +$208K +17,900 New
FAAS
50
First Allied Advisory Services
California
$204K -$44.3K -3,805 -18%

NRK Hedge Fund Activity: Q4 2018 in Review

76 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q4 2018, worth a combined $196M — up 7.8% from $182M a quarter earlier.

Fund positioning in NRK was balanced in Q4 2018: 13 funds opened new positions, 13 closed out, 15 added to existing stakes and 27 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $16.4M. The largest seller was Claybrook Capital, exiting entirely with an estimated $12.1M sold.

  • 76 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q4 2018, unchanged from Q3 2018.
  • Funds reported $196M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q4 2018, up 7.8% quarter-over-quarter.
  • 13 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q4 2018 and 13 closed out, a net change of 0 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q4 2018 was Karpus Investment Management, an estimated $16.4M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q4 2018 was Claybrook Capital, an estimated $12.1M sold.

Based on aggregated 13F filings for Q4 2018.