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Nuveen New York AMT-Free Quality Municipal Income Fund

101 hedge funds and large institutions have $333M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 19

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

4% more funds holding

Funds holding: 97101 (+4)

1% more capital invested

Capital invested by funds: $329M → $333M (+$3.12M)

0.26% more ownership

Funds ownership: 27.37%27.63% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
101
Holders Change
+4
Holders Change %
+4.12%
% of All Funds
1.55%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
34
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HKAM
26
Horizon Kinetics Asset Management
New York
$1.36M
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.35M +$232K +16,849 +21%
NCM
28
Narwhal Capital Management
Georgia
$1.31M +$871K +63,215 +197%
WCMNY
29
Westchester Capital Management (New York)
New York
$1.23M
BA
30
Bridgewater Advisors
New York
$1.08M
Osaic Holdings
31
Osaic Holdings
Arizona
$1.06M +$34.1K +2,475 +3%
Stifel Financial
32
Stifel Financial
Missouri
$1.03M +$93.1K +6,756 +10%
AAS
33
Avantax Advisory Services
Texas
$879K -$695K -50,466 -44%
FM
34
Family Management
New York
$850K
COLIM
35
City of London Investment Management
United Kingdom
$831K
ARIS
36
Advanced Research Investment Solutions
California
$800K +$800K +58,030 New
RIA
37
Realta Investment Advisors
Delaware
$743K +$96 +7 +0%
LWA
38
Lenox Wealth Advisors
New York
$710K
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$654K -$34K -2,467 -5%
SWM
40
Stockman Wealth Management
Montana
$605K
Mariner
41
Mariner
Kansas
$572K +$110 +8 +0%
SPIA
42
Steward Partners Investment Advisory
New York
$534K -$168K -12,200 -24%
MC
43
Mathes Company
New York
$524K -$55.1K -4,000 -10%
DJYG
44
David J. Yvars Group
Florida
$524K
MML Investors Services
45
MML Investors Services
Massachusetts
$509K +$1.65K +120 +0.3%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$476K -$14.5K -1,053 -3%
WFA
47
Wellspring Financial Advisors
Ohio
$474K
HA
48
Herold Advisors
New York
$466K -$4.13K -300 -0.9%
PA
49
Pinnacle Associates
New York
$439K
WS
50
Wedbush Securities
California
$430K +$12.5K +905 +3%

NRK Hedge Fund Activity: Q4 2021 in Review

101 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q4 2021, worth a combined $333M — up 0.95% from $329M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NRK positions and 9 closed out — a net gain of 4 holders — while 34 added to existing stakes and 19 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $2.84M. The largest seller was Rivernorth Capital Management, cutting an estimated $1.99M.

  • 101 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q4 2021, up from 97 in Q3 2021.
  • Funds reported $333M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q4 2021, up 0.95% quarter-over-quarter.
  • 13 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q4 2021 and 9 closed out, a net change of +4 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q4 2021 was Karpus Investment Management, an estimated $2.84M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q4 2021 was Rivernorth Capital Management, an estimated $1.99M sold.

Based on aggregated 13F filings for Q4 2021.