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Nuveen New York AMT-Free Quality Municipal Income Fund

94 hedge funds and large institutions have $325M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

0% more funds holding

Funds holding: 9494 (0)

0.29% less ownership

Funds ownership: 35.95%35.67% (-0.29%)

8% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 24

7% less capital invested

Capital invested by funds: $351M → $325M (-$26M)

Holders
94
Holders Change
Holders Change %
0%
% of All Funds
1.24%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
22
Reduced
24
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HKAM
26
Horizon Kinetics Asset Management
New York
$748K
Stifel Financial
27
Stifel Financial
Missouri
$725K -$534K -49,034 -41%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$722K -$101K -9,300 -12%
RWB
29
RMR Wealth Builders
New Jersey
$669K -$6.53K -600 -0.9%
Raymond James Financial
30
Raymond James Financial
Florida
$640K +$666K +61,152 New
Mariner
31
Mariner
Kansas
$638K +$343K +31,456 +107%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$602K +$495K +45,486 +378%
AWP
33
Ascent Wealth Partners
New York
$547K
BCG
34
Breakwater Capital Group
New Jersey
$533K +$21.6K +1,979 +4%
Cohen & Steers
35
Cohen & Steers
New York
$523K -$218K -20,000 -29%
MML Investors Services
36
MML Investors Services
Massachusetts
$482K -$78.1K -7,167 -13%
LPL Financial
37
LPL Financial
California
$459K +$230K +21,109 +93%
Osaic Holdings
38
Osaic Holdings
Arizona
$451K +$47.6K +4,375 +11%
WFA
39
Wellspring Financial Advisors
Ohio
$446K -$142K -13,000 -23%
OC
40
Oppenheimer & Co
New York
$415K +$24.9K +2,289 +6%
HA
41
Herold Advisors
New York
$405K +$588 +54 +0.1%
DJYG
42
David J. Yvars Group
Florida
$388K
MHIP
43
Mountain Hill Investment Partners
New Jersey
$362K +$377K +34,594 New
LCM
44
Landscape Capital Management
New Jersey
$345K +$360K +33,030 New
NW
45
NewEdge Wealth
Pennsylvania
$326K +$62.1K +5,700 +22%
LCM
46
Leisure Capital Management
California
$315K +$191K +17,570 +140%
WJWM
47
Williams Jones Wealth Management
New York
$293K
ATS
48
Ashton Thomas Securities
New York
$288K -$316K -29,038 -51%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$283K +$294K +27,040 New
OWA
50
Opal Wealth Advisors
New York
$273K

NRK Hedge Fund Activity: Q4 2024 in Review

94 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q4 2024, worth a combined $325M — down 7.4% from $351M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NRK positions and 13 closed out — a net gain of 4 holders — while 22 added to existing stakes and 24 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.82M. The largest seller was Karpus Investment Management, cutting an estimated $8.63M.

  • 94 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $325M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q4 2024, down 7.4% quarter-over-quarter.
  • 17 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q4 2024 and 13 closed out, a net change of +4 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q4 2024 was Wells Fargo, an estimated $3.82M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q4 2024 was Karpus Investment Management, an estimated $8.63M sold.

Based on aggregated 13F filings for Q4 2024.