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Nuveen New York AMT-Free Quality Municipal Income Fund
NRK

67 hedge funds and large institutions have $105M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 12

11% more capital invested

Capital invested by funds: $94.7M → $105M (+$10.6M)

1.71% more ownership

Funds ownership: 7.61% → 9.31% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

1% less funds holding

Funds holding: 68 → 67 (-1)

Holders
67
Holders Change
-1
Holders Change %
-1.47%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
24
Reduced
12
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$4.94M
2
EWM
Edge Wealth Management
New York
+$4.25M
3
LCM
Landscape Capital Management
New Jersey
+$2.95M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$2.3M
5
HighTower Advisors
HighTower Advisors
Illinois
+$2.26M

Top Sellers

Rank Fund Capital Flow
1
SA
Strategic Advisors
New York
-$1.39M
2
First Trust Advisors
First Trust Advisors
Illinois
-$475K
3
Citigroup
Citigroup
New York
-$431K
4
TIM
Tortoise Investment Management
New York
-$334K
5
DA
Doliver Advisors
Texas
-$327K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
51
Ameriprise
Minnesota
$148K +$2.04K +156 +1%
TFCP
52
Twin Focus Capital Partners
Massachusetts
$131K – – –
CHAM
53
Clear Harbor Asset Management
Connecticut
$130K +$133K +10,150 New
LTFS
54
Ladenburg Thalmann Financial Services
Florida
$126K – – –
MRCM
55
M&R Capital Management
New Jersey
$60K – – –
Creative Planning
56
Creative Planning
Kansas
$59K – – –
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$35K – – –
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$23K – – –
WT
59
Whittier Trust
California
$23K – – –
WA
60
Winfield Associates
Ohio
$18K – – –
TF
61
Tompkins Financial
New York
$17K – – –
BAM
62
Barrett Asset Management
New York
$16K – – –
Deutsche Bank
63
Deutsche Bank
Germany
$16K – – –
BFEC
64
Benjamin F. Edwards & Company
Missouri
$14K +$13.8K +1,055 New
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$10K – – –
MWM
66
Mascoma Wealth Management
New Hampshire
$5K +$5.3K +405 New
Northern Trust
67
Northern Trust
Illinois
$2K -$9.82K -750 -5%
SA
68
Strategic Advisors
New York
– -$1.39M -98,233 Closed
First Trust Advisors
69
First Trust Advisors
Illinois
– -$475K -33,675 Closed
DA
70
Doliver Advisors
Texas
– -$327K -23,148 Closed
NRS
71
Neville Rodie & Shaw
New York
– -$313K -22,172 Closed
KWMG
72
King Wealth Management Group
Florida
– -$209K -14,791 Closed
ACM
73
Advisors Capital Management
New Jersey
– -$149K -10,559 Closed
WEC
74
Winslow Evans & Crocker
Massachusetts
– -$114K -8,050 Closed
KA
75
Klingman & Associates
New York
– -$80K -5,664 Closed
1 2
3
4

NRK Hedge Fund Activity: Q4 2016 in Review

67 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q4 2016, worth a combined $105M — up 11% from $94.7M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of NRK and 10 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 24 added.

The largest buyer was Karpus Investment Management, adding an estimated $4.94M. The largest seller was Strategic Advisors, exiting entirely with an estimated $1.39M sold.

  • 67 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q4 2016, down from 68 in Q3 2016.
  • Funds reported $105M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q4 2016, up 11% quarter-over-quarter.
  • 10 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q4 2016 and 11 closed out, a net change of -1 holder.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q4 2016 was Karpus Investment Management, an estimated $4.94M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q4 2016 was Strategic Advisors, an estimated $1.39M sold.

Based on aggregated 13F filings for Q4 2016.