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Nuveen New York AMT-Free Quality Municipal Income Fund

68 hedge funds and large institutions have $94.7M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 12

2% more capital invested

Capital invested by funds: $92.4M → $94.7M (+$2.23M)

0.26% more ownership

Funds ownership: 7.35%7.61% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 7468 (-6)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
68
Holders Change
-6
Holders Change %
-8.11%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
25
Reduced
12
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WEC
51
Winslow Evans & Crocker
Massachusetts
$114K +$116K +8,050 New
EWM
52
Edge Wealth Management
New York
$96K +$44K +3,065 +82%
KA
53
Klingman & Associates
New York
$80K
AG
54
Advisor Group
Arizona
$69K -$13.2K -920 -16%
MRCM
55
M&R Capital Management
New Jersey
$66K
VNA
56
Valley National Advisers
Pennsylvania
$65K
Creative Planning
57
Creative Planning
Kansas
$65K +$66.5K +4,630 New
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$39K
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$25K
WT
60
Whittier Trust
California
$25K
IA
61
IFP Advisors
Florida
$22K
WA
62
Winfield Associates
Ohio
$20K
TF
63
Tompkins Financial
New York
$19K
Deutsche Bank
64
Deutsche Bank
Germany
$18K -$1.6M -111,305 -99%
BAM
65
Barrett Asset Management
New York
$18K
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$15K -$20.9K -1,454 -57%
LWA
67
Lenox Wealth Advisors
New York
$14K
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$10K
Northern Trust
69
Northern Trust
Illinois
$2K
SLG
70
Stanley-Laman Group
Pennsylvania
-$542K -38,000 Closed
CRC
71
Curi RMB Capital
Illinois
-$296K -20,777 Closed
TC
72
TFS Capital
Pennsylvania
-$285K -20,003 Closed
WAM
73
Wolverine Asset Management
Illinois
-$248K -17,397 Closed
OC
74
Oppenheimer & Co
New York
-$197K -13,774 Closed
DAC
75
Dividend Assets Capital
South Carolina
-$179K -12,542 Closed

NRK Hedge Fund Activity: Q3 2016 in Review

68 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q3 2016, worth a combined $94.7M — up 2.4% from $92.4M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of NRK and 6 opened new positions — a net loss of 5 holders — while 12 trimmed existing stakes and 25 added.

The largest buyer was Mackay Shields LLC, adding an estimated $3.93M. The largest seller was Deutsche Bank, cutting an estimated $1.6M.

  • 68 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q3 2016, down from 74 in Q2 2016.
  • Funds reported $94.7M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q3 2016, up 2.4% quarter-over-quarter.
  • 6 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q3 2016 and 11 closed out, a net change of -5 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q3 2016 was Mackay Shields LLC, an estimated $3.93M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q3 2016 was Deutsche Bank, an estimated $1.6M sold.

Based on aggregated 13F filings for Q3 2016.