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Nuveen New York AMT-Free Quality Municipal Income Fund

107 hedge funds and large institutions have $229M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 24

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.75% less ownership

Funds ownership: 27.48%26.74% (-0.75%)

2% less funds holding

Funds holding: 109107 (-2)

14% less capital invested

Capital invested by funds: $265M → $229M (-$35.9M)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
107
Holders Change
-2
Holders Change %
-1.83%
% of All Funds
1.84%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
32
Reduced
24
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$940K -$31.1K -2,835 -3%
NCM
27
Next Capital Management
New York
$881K
WCMNY
28
Westchester Capital Management (New York)
New York
$878K
Osaic Holdings
29
Osaic Holdings
Arizona
$858K +$91.9K +8,370 +11%
NCM
30
Narwhal Capital Management
Georgia
$791K -$67.2K -6,119 -7%
MC
31
Mathes Company
New York
$771K +$32.9K +3,000 +4%
COLIM
32
City of London Investment Management
United Kingdom
$771K +$198K +18,000 +30%
BA
33
Bridgewater Advisors
New York
$746K -$54.9K -5,000 -6%
Ameriprise
34
Ameriprise
Minnesota
$726K -$14.4K -1,309 -2%
SIA
35
Sit Investment Associates
Minnesota
$718K
NGA
36
Naples Global Advisors
Florida
$613K -$174K -15,879 -20%
SCM
37
Saba Capital Management
New York
$563K
RIA
38
Realta Investment Advisors
Delaware
$532K +$77 +7 +0%
FM
39
Family Management
New York
$515K +$19.8K +1,800 +4%
MML Investors Services
40
MML Investors Services
Massachusetts
$487K +$146K +13,292 +37%
Cohen & Steers
41
Cohen & Steers
New York
$475K +$189K +17,187 +55%
AWP
42
Ascent Wealth Partners
New York
$474K +$530K +48,247 New
WANY
43
Wealthspire Advisors (New York)
New York
$443K +$30.6K +2,790 +7%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$435K +$297K +27,043 +157%
AAS
45
Avantax Advisory Services
Texas
$430K -$202K -18,387 -30%
Citadel Advisors
46
Citadel Advisors
Florida
$420K -$96.2K -8,757 -17%
SWM
47
Stockman Wealth Management
Montana
$401K
SPIA
48
Steward Partners Investment Advisory
New York
$394K -$53.8K -4,900 -11%
Mariner
49
Mariner
Kansas
$389K -$39.3K -3,583 -8%
DJYG
50
David J. Yvars Group
Florida
$373K

NRK Hedge Fund Activity: Q3 2022 in Review

107 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q3 2022, worth a combined $229M — down 14% from $265M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of NRK and 9 opened new positions — a net loss of 2 holders — while 24 trimmed existing stakes and 32 added.

The largest buyer was Karpus Investment Management, adding an estimated $1.27M. The largest seller was Rivernorth Capital Management, cutting an estimated $11.1M.

  • 107 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q3 2022, down from 109 in Q2 2022.
  • Funds reported $229M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q3 2022, down 14% quarter-over-quarter.
  • 9 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q3 2022 and 11 closed out, a net change of -2 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q3 2022 was Karpus Investment Management, an estimated $1.27M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q3 2022 was Rivernorth Capital Management, an estimated $11.1M sold.

Based on aggregated 13F filings for Q3 2022.