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Nuveen New York AMT-Free Quality Municipal Income Fund
NRK

90 hedge funds and large institutions have $345M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $327M → $345M (+$17.8M)

0.76% more ownership

Funds ownership: 35.61% → 36.37% (+0.76%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less funds holding

Funds holding: 94 → 90 (-4)

21% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 24

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
90
Holders Change
-4
Holders Change %
-4.26%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
19
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$11.3M
2
KIM
Karpus Investment Management
New York
+$9.17M
3
PCM
Penserra Capital Management
California
+$3.9M
4
MSL
Mackay Shields LLC
New York
+$2.41M
5
PI
PFG Investments
New York
+$1.17M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$6.05M
2
LSC
Logan Stone Capital
Illinois
-$3.3M
3
Lido Advisors
Lido Advisors
California
-$2.69M
4
RCM
Robinson Capital Management
Michigan
-$2.13M
5
LCM
Landscape Capital Management
New Jersey
-$1.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.03M -$34.8K -3,233 -3%
Stifel Financial
27
Stifel Financial
Missouri
$871K +$149K +13,870 +21%
HKAM
28
Horizon Kinetics Asset Management
New York
$727K – – –
NCM
29
Next Capital Management
New York
$725K – – –
RWB
30
RMR Wealth Builders
New Jersey
$725K – – –
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$714K -$399K -37,144 -36%
RIA
32
Realta Investment Advisors
Delaware
$647K +$15.9K +1,477 +3%
MML Investors Services
33
MML Investors Services
Massachusetts
$628K +$10.9K +1,015 +2%
TIM
34
Tortoise Investment Management
New York
$603K -$101K -9,400 -14%
MC
35
Mathes Company
New York
$587K – – –
AWP
36
Ascent Wealth Partners
New York
$568K – – –
Osaic Holdings
37
Osaic Holdings
Arizona
$548K +$64.9K +6,033 +14%
WFA
38
Wellspring Financial Advisors
Ohio
$473K – – –
SMH
39
Sanders Morris Harris
Texas
$464K +$459K +42,700 New
SWM
40
Stockman Wealth Management
Montana
$444K – – –
HA
41
Herold Advisors
New York
$424K +$21.7K +2,015 +5%
FFG
42
Frisch Financial Group
New York
$415K -$4.92K -458 -1%
DJYG
43
David J. Yvars Group
Florida
$403K – – –
Cohen & Steers
44
Cohen & Steers
New York
$326K -$574K -53,385 -64%
Mariner
45
Mariner
Kansas
$321K – – –
AAS
46
Avantax Advisory Services
Texas
$316K -$989 -92 -0.3%
LCM
47
Landscape Capital Management
New Jersey
$301K -$1.68M -156,184 -85%
SCA
48
STALEY CAPITAL ADVISERS
Pennsylvania
$288K – – –
OWA
49
Opal Wealth Advisors
New York
$284K +$281K +26,130 New
WJWM
50
Williams Jones Wealth Management
New York
$277K +$161K +15,000 +143%
1
2
3 4 5

NRK Hedge Fund Activity: Q1 2024 in Review

90 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q1 2024, worth a combined $345M — up 5.4% from $327M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of NRK and 8 opened new positions — a net loss of 4 holders — while 24 trimmed existing stakes and 19 added.

The largest buyer was Sit Investment Associates, adding an estimated $11.3M. The largest seller was Morgan Stanley, cutting an estimated $6.05M.

  • 90 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q1 2024, down from 94 in Q4 2023.
  • Funds reported $345M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q1 2024, up 5.4% quarter-over-quarter.
  • 8 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q1 2024 and 12 closed out, a net change of -4 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q1 2024 was Sit Investment Associates, an estimated $11.3M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $6.05M sold.

Based on aggregated 13F filings for Q1 2024.