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Nuveen New York AMT-Free Quality Municipal Income Fund
NRK

92 hedge funds and large institutions have $327M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 20

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1% more funds holding

Funds holding: 91 → 92 (+1)

0% more capital invested

Capital invested by funds: $325M → $327M (+$1.19M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.75% less ownership

Funds ownership: 27.2% → 26.45% (-0.75%)

Holders
92
Holders Change
+1
Holders Change %
+1.1%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
29
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$14.8M
2
Northern Trust
Northern Trust
Illinois
+$958K
3
HWAM
Hennion & Walsh Asset Management
New Jersey
+$888K
4
Wells Fargo
Wells Fargo
California
+$802K
5
LWA
Lenox Wealth Advisors
New York
+$589K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$15.8M
2
CC
Claybrook Capital
Massachusetts
-$10.8M
3
SCM
Saba Capital Management
New York
-$3M
4
Morgan Stanley
Morgan Stanley
New York
-$917K
5
Invesco
Invesco
Georgia
-$339K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.07M +$18.5K +1,333 +2%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.04M +$385K +27,693 +61%
Stifel Financial
28
Stifel Financial
Missouri
$985K +$14K +1,006 +1%
FM
29
Family Management
New York
$936K – – –
BA
30
Bridgewater Advisors
New York
$907K – – –
COLIM
31
City of London Investment Management
United Kingdom
$856K +$289K +20,798 +53%
RIA
32
Realta Investment Advisors
Delaware
$764K +$83 +6 +0%
LWA
33
Lenox Wealth Advisors
New York
$730K +$589K +42,361 +466%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$706K +$124K +8,937 +22%
SPIA
35
Steward Partners Investment Advisory
New York
$694K -$171K -12,289 -20%
Invesco
36
Invesco
Georgia
$679K -$339K -24,400 -34%
SWM
37
Stockman Wealth Management
Montana
$622K – – –
Cohen & Steers
38
Cohen & Steers
New York
$582K +$133K +9,551 +30%
Mariner
39
Mariner
Kansas
$563K – – –
DJYG
40
David J. Yvars Group
Florida
$539K – – –
MML Investors Services
41
MML Investors Services
Massachusetts
$515K +$27K +1,943 +6%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$505K +$737 +53 +0.1%
WFA
43
Wellspring Financial Advisors
Ohio
$488K +$240K +17,296 +101%
WS
44
Wedbush Securities
California
$480K – – –
PA
45
Pinnacle Associates
New York
$451K – – –
Ameriprise
46
Ameriprise
Minnesota
$420K +$27.3K +1,961 +7%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$398K +$375 +27 +0.1%
SCA
48
STALEY CAPITAL ADVISERS
Pennsylvania
$376K – – –
OC
49
Oppenheimer & Co
New York
$351K +$26.4K +1,900 +8%
AWS
50
AJ Wealth Strategies
New York
$326K – – –
1
2
3 4 5

NRK Hedge Fund Activity: Q2 2021 in Review

92 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q2 2021, worth a combined $327M — up 0.36% from $325M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NRK positions and 9 closed out — a net gain of 1 holder — while 29 added to existing stakes and 20 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $14.8M. The largest seller was Karpus Investment Management, cutting an estimated $15.8M.

  • 92 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q2 2021, up from 91 in Q1 2021.
  • Funds reported $327M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q2 2021, up 0.36% quarter-over-quarter.
  • 10 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q2 2021 and 9 closed out, a net change of +1 holder.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q2 2021 was Rivernorth Capital Management, an estimated $14.8M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q2 2021 was Karpus Investment Management, an estimated $15.8M sold.

Based on aggregated 13F filings for Q2 2021.