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Nuveen New York AMT-Free Quality Municipal Income Fund
NRK

82 hedge funds and large institutions have $143M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 17

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

7% more capital invested

Capital invested by funds: $133M → $143M (+$9.82M)

3% more funds holding

Funds holding: 80 → 82 (+2)

1.69% more ownership

Funds ownership: 11.67% → 13.36% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
82
Holders Change
+2
Holders Change %
+2.5%
% of All Funds
1.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
29
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$8.56M
2
EWM
Edge Wealth Management
New York
+$2.11M
3
TIM
Tortoise Investment Management
New York
+$1.97M
4
COLIM
City of London Investment Management
United Kingdom
+$1.69M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$1.52M

Top Sellers

Rank Fund Capital Flow
1
STA
Summit Trail Advisors
New York
-$393K
2
Squarepoint
Squarepoint
New York
-$352K
3
NGA
Naples Global Advisors
Florida
-$332K
4
Wells Fargo
Wells Fargo
California
-$324K
5
Millennium Management
Millennium Management
New York
-$288K
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
51
Millennium Management
New York
$208K -$288K -23,111 -58%
LNWWM
52
Laird Norton Wetherby Wealth Management
California
$202K +$41.2K +3,312 +25%
Ameriprise
53
Ameriprise
Minnesota
$195K +$20.3K +1,633 +11%
Stifel Financial
54
Stifel Financial
Missouri
$189K -$124K -9,957 -39%
KWMG
55
King Wealth Management Group
Florida
$161K +$165K +13,252 New
TSS
56
Two Sigma Securities
New York
$157K +$5.53K +444 +4%
DAC
57
Dividend Assets Capital
South Carolina
$153K – – –
MC
58
Matisse Capital
Oregon
$147K – – –
Creative Planning
59
Creative Planning
Kansas
$144K – – –
Lazard Asset Management
60
Lazard Asset Management
New York
$143K – – –
Citadel Advisors
61
Citadel Advisors
Florida
$142K +$145K +11,650 New
BIAS
62
Beacon Investment Advisory Services
New Jersey
$141K – – –
EFS
63
Essex Financial Services
Connecticut
$141K – – –
MC
64
Mathes Company
New York
$125K – – –
TFCP
65
Twin Focus Capital Partners
Massachusetts
$124K – – –
TJHA
66
Thomas J. Herzfeld Advisors
Florida
$122K – – –
CA
67
Calton & Associates
Florida
$122K +$199 +16 +0.2%
LTFS
68
Ladenburg Thalmann Financial Services
Florida
$76K +$187 +15 +0.2%
BWL
69
Bogart Wealth LLC
Virginia
$51K – – –
RWP
70
RWA Wealth Partners
Massachusetts
$50K +$51.4K +4,130 New
BAM
71
Bruderman Asset Management
New York
$49K +$49.8K +4,000 New
MRCM
72
M&R Capital Management
New Jersey
$44K – – –
PCM
73
Princeton Capital Management
New Jersey
$34K +$34.5K +2,770 New
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$33K – – –
SEI Investments
75
SEI Investments
Pennsylvania
$27K +$20.8K +1,674 +294%
1 2
3
4

NRK Hedge Fund Activity: Q1 2018 in Review

82 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q1 2018, worth a combined $143M — up 7.4% from $133M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NRK positions and 8 closed out — a net gain of 2 holders — while 29 added to existing stakes and 17 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $8.56M. The largest seller was Summit Trail Advisors, exiting entirely with an estimated $393K sold.

  • 82 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q1 2018, up from 80 in Q4 2017.
  • Funds reported $143M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q1 2018, up 7.4% quarter-over-quarter.
  • 10 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q1 2018 and 8 closed out, a net change of +2 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q1 2018 was Karpus Investment Management, an estimated $8.56M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q1 2018 was Summit Trail Advisors, an estimated $393K sold.

Based on aggregated 13F filings for Q1 2018.