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Nuveen New York AMT-Free Quality Municipal Income Fund
NRK

91 hedge funds and large institutions have $353M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

1% more funds holding

Funds holding: 90 → 91 (+1)

2% more capital invested

Capital invested by funds: $345M → $353M (+$8.43M)

0.15% more ownership

Funds ownership: 36.37% → 36.52% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
91
Holders Change
+1
Holders Change %
+1.11%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
26
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$4.68M
2
SIA
Sit Investment Associates
Minnesota
+$3.07M
3
GC
Guggenheim Capital
Illinois
+$588K
4
BCG
Breakwater Capital Group
New Jersey
+$490K
5
Bank of America
Bank of America
North Carolina
+$415K

Top Sellers

Rank Fund Capital Flow
1
LSC
Logan Stone Capital
Illinois
-$3.01M
2
AA
AQR Arbitrage
Connecticut
-$1.59M
3
Lido Advisors
Lido Advisors
California
-$1.53M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.34M
5
Morgan Stanley
Morgan Stanley
New York
-$834K
Name Holding Trade Value Shares
Change 		Change in
Stake
RWB
26
RMR Wealth Builders
New Jersey
$773K +$35.8K +3,310 +5%
HKAM
27
Horizon Kinetics Asset Management
New York
$742K – – –
NCM
28
Next Capital Management
New York
$740K – – –
Cohen & Steers
29
Cohen & Steers
New York
$665K +$325K +30,000 +100%
RIA
30
Realta Investment Advisors
Delaware
$661K +$876 +81 +0.1%
MML Investors Services
31
MML Investors Services
Massachusetts
$649K +$8.38K +774 +1%
WFA
32
Wellspring Financial Advisors
Ohio
$627K +$141K +13,000 +30%
ATS
33
Ashton Thomas Securities
New York
$623K +$610K +56,408 New
MC
34
Mathes Company
New York
$599K – – –
AWP
35
Ascent Wealth Partners
New York
$579K – – –
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$578K -$147K -13,611 -21%
Osaic Holdings
37
Osaic Holdings
Arizona
$557K -$2.32K -214 -0.4%
BCG
38
Breakwater Capital Group
New Jersey
$502K +$490K +45,293 New
SMH
39
Sanders Morris Harris
Texas
$474K – – –
HA
40
Herold Advisors
New York
$461K +$27.3K +2,526 +6%
SWM
41
Stockman Wealth Management
Montana
$453K – – –
FFG
42
Frisch Financial Group
New York
$412K -$11.5K -1,059 -3%
DJYG
43
David J. Yvars Group
Florida
$411K – – –
Mariner
44
Mariner
Kansas
$327K – – –
WJWM
45
Williams Jones Wealth Management
New York
$310K +$27.1K +2,500 +10%
OWA
46
Opal Wealth Advisors
New York
$290K – – –
SCA
47
STALEY CAPITAL ADVISERS
Pennsylvania
$288K -$5.41K -500 -2%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$271K -$9.84K -909 -4%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$266K +$113K +10,436 +77%
WANY
50
Wealthspire Advisors (New York)
New York
$262K – – –
1
2
3 4

NRK Hedge Fund Activity: Q2 2024 in Review

91 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q2 2024, worth a combined $353M — up 2.4% from $345M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NRK positions and 7 closed out — a net gain of 2 holders — while 26 added to existing stakes and 21 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $4.68M. The largest seller was Logan Stone Capital, exiting entirely with an estimated $3.01M sold.

  • 91 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q2 2024, up from 90 in Q1 2024.
  • Funds reported $353M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q2 2024, up 2.4% quarter-over-quarter.
  • 9 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q2 2024 and 7 closed out, a net change of +2 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q2 2024 was Karpus Investment Management, an estimated $4.68M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q2 2024 was Logan Stone Capital, an estimated $3.01M sold.

Based on aggregated 13F filings for Q2 2024.