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Nuveen New York AMT-Free Quality Municipal Income Fund

99 hedge funds and large institutions have $123M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 18 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 18

5.18% less ownership

Funds ownership: 18.96%13.78% (-5.2%)

8% less funds holding

Funds holding: 10899 (-9)

27% less capital invested

Capital invested by funds: $168M → $123M (-$45.1M)

37% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 19

Holders
99
Holders Change
-9
Holders Change %
-8.33%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
34
Reduced
18
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MC
51
Mathes Company
New York
$235K
BCG
52
Breakwater Capital Group
New Jersey
$231K +$73.8K +7,185 +47%
Jane Street
53
Jane Street
New York
$214K -$1.24M -120,619 -85%
EAM
54
Evanson Asset Management
California
$204K +$205K +19,974 New
AIS
55
Accredited Investor Services
Minnesota
$201K +$41.7K +4,063 +26%
WJWM
56
Williams Jones Wealth Management
New York
$199K -$56.1K -5,466 -22%
MWM
57
Melfa Wealth Management
Massachusetts
$190K
P
58
&Partners
Tennessee
$185K +$38.3K +3,728 +26%
CCFM
59
Clear Creek Financial Management
Washington
$182K
GG
60
GenWealth Group
New Jersey
$179K +$180K +17,565 New
SPIA
61
Steward Partners Investment Advisory
New York
$170K +$13.3K +1,300 +8%
Creative Planning
62
Creative Planning
Kansas
$170K +$55K +5,358 +47%
MHIP
63
Mountain Hill Investment Partners
New Jersey
$169K
MFG
64
Merit Financial Group
Georgia
$157K +$33K +3,213 +26%
MC
65
Moors & Cabot
Massachusetts
$152K
MCM
66
MAI Capital Management
Ohio
$152K +$128K +12,500 +521%
PAS
67
Park Avenue Securities
New York
$144K +$145K +14,144 New
MML Investors Services
68
MML Investors Services
Massachusetts
$140K -$223K -21,676 -61%
PA
69
Pinnacle Associates
New York
$139K -$30.8K -3,000 -18%
SWM
70
Spire Wealth Management
Virginia
$126K
KA
71
Kercheville Advisors
Texas
$126K +$585 +57 +0.5%
MCCA
72
Mill Creek Capital Advisors
Pennsylvania
$124K
OAM
73
Occidental Asset Management
California
$120K +$120K +11,725 New
EAM
74
Everstar Asset Management
North Carolina
$117K -$14.7K -1,436 -11%
IWA
75
IBEX Wealth Advisors
New Jersey
$116K

NRK Hedge Fund Activity: Q1 2026 in Review

99 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q1 2026, worth a combined $123M — down 27% from $168M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of NRK and 12 opened new positions — a net loss of 7 holders — while 18 trimmed existing stakes and 34 added.

The largest buyer was Morgan Stanley, adding an estimated $9.99M. The largest seller was Karpus Investment Management, exiting entirely with an estimated $35.7M sold.

  • 99 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q1 2026, down from 108 in Q4 2025.
  • Funds reported $123M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q1 2026, down 27% quarter-over-quarter.
  • 12 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q1 2026 and 19 closed out, a net change of -7 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q1 2026 was Morgan Stanley, an estimated $9.99M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q1 2026 was Karpus Investment Management, an estimated $35.7M sold.

Based on aggregated 13F filings for Q1 2026.