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Nuveen New York AMT-Free Quality Municipal Income Fund

87 hedge funds and large institutions have $285M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 24

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.94% less ownership

Funds ownership: 35.67%31.73% (-3.9%)

7% less funds holding

Funds holding: 9487 (-7)

12% less capital invested

Capital invested by funds: $325M → $285M (-$40.3M)

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

Holders
87
Holders Change
-7
Holders Change %
-7.45%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
25
Reduced
24
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWB
26
RMR Wealth Builders
New Jersey
$663K
NW
27
NewEdge Wealth
Pennsylvania
$662K +$348K +33,090 +106%
Mariner
28
Mariner
Kansas
$632K +$4.33K +411 +0.7%
LPL Financial
29
LPL Financial
California
$631K +$183K +17,353 +40%
Raymond James Financial
30
Raymond James Financial
Florida
$599K -$31.6K -3,004 -5%
AWP
31
Ascent Wealth Partners
New York
$579K +$42.1K +4,000 +8%
MML Investors Services
32
MML Investors Services
Massachusetts
$476K +$1.49K +142 +0.3%
LCM
33
Landscape Capital Management
New Jersey
$453K +$116K +10,980 +33%
HA
34
Herold Advisors
New York
$420K +$21.3K +2,028 +5%
OC
35
Oppenheimer & Co
New York
$400K -$9.07K -862 -2%
ATS
36
Ashton Thomas Securities
New York
$397K +$116K +11,000 +40%
DJYG
37
David J. Yvars Group
Florida
$382K
Osaic Holdings
38
Osaic Holdings
Arizona
$379K -$66.9K -6,360 -15%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$375K +$187K +17,750 +95%
MHIP
40
Mountain Hill Investment Partners
New Jersey
$356K
WFA
41
Wellspring Financial Advisors
Ohio
$347K -$93.6K -8,900 -21%
LCM
42
Leisure Capital Management
California
$311K
BCG
43
Breakwater Capital Group
New Jersey
$309K -$220K -20,944 -41%
WCMNY
44
Westchester Capital Management (New York)
New York
$269K
SCA
45
STALEY CAPITAL ADVISERS
Pennsylvania
$268K
WJWM
46
Williams Jones Wealth Management
New York
$267K -$21K -2,000 -7%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$256K -$22.7K -2,153 -8%
OWA
48
Opal Wealth Advisors
New York
$245K -$24.7K -2,350 -9%
WANY
49
Wealthspire Advisors (New York)
New York
$243K
MC
50
Mathes Company
New York
$227K

NRK Hedge Fund Activity: Q1 2025 in Review

87 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q1 2025, worth a combined $285M — down 12% from $325M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of NRK and 6 opened new positions — a net loss of 7 holders — while 24 trimmed existing stakes and 25 added.

The largest buyer was Guggenheim Capital, adding an estimated $1.5M. The largest seller was Karpus Investment Management, cutting an estimated $13.8M.

  • 87 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q1 2025, down from 94 in Q4 2024.
  • Funds reported $285M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q1 2025, down 12% quarter-over-quarter.
  • 6 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q1 2025 and 13 closed out, a net change of -7 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q1 2025 was Guggenheim Capital, an estimated $1.5M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q1 2025 was Karpus Investment Management, an estimated $13.8M sold.

Based on aggregated 13F filings for Q1 2025.