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Nuveen New York AMT-Free Quality Municipal Income Fund
NRK

84 hedge funds and large institutions have $273M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

22% more funds holding

Funds holding: 69 → 84 (+15)

9% more capital invested

Capital invested by funds: $251M → $273M (+$22.5M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.02% less ownership

Funds ownership: 22.98% → 22.96% (-0.02%)

Holders
84
Holders Change
+15
Holders Change %
+21.74%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
22
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$8.53M
2
WCMNY
Westchester Capital Management (New York)
New York
+$2.39M
3
UBS Group
UBS Group
Switzerland
+$655K
4
HKAM
Horizon Kinetics Asset Management
New York
+$347K
5
ACA
Ackerman Capital Advisors
Texas
+$282K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$3.77M
2
RCM
Rivernorth Capital Management
Florida
-$2.77M
3
SCM
Saba Capital Management
New York
-$2.51M
4
PCM
PenderFund Capital Management
British Columbia, Canada
-$2.14M
5
COLIM
City of London Investment Management
United Kingdom
-$1.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
51
Integrated Wealth Concepts
Massachusetts
$223K +$221K +16,464 New
LCM
52
Landscape Capital Management
New Jersey
$211K -$136K -10,173 -40%
Truist Financial
53
Truist Financial
North Carolina
$205K +$203K +15,134 New
KWMG
54
King Wealth Management Group
Florida
$189K – – –
MAFM
55
Mid Atlantic Financial Management
Pennsylvania
$187K -$3.57K -266 -2%
LPL Financial
56
LPL Financial
California
$187K +$12.9K +960 +7%
GWM
57
Greenwich Wealth Management
Connecticut
$177K +$175K +13,017 New
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$164K +$71.1K +5,300 +78%
Neuberger Berman Group
59
Neuberger Berman Group
New York
$164K +$162K +12,062 New
Lazard Asset Management
60
Lazard Asset Management
New York
$160K – – –
EFS
61
Essex Financial Services
Connecticut
$158K +$156K +11,629 New
ACP
62
Aviance Capital Partners
Florida
$156K – – –
LTFS
63
Ladenburg Thalmann Financial Services
Florida
$156K – – –
TFCP
64
Twin Focus Capital Partners
Massachusetts
$139K – – –
Cohen & Steers
65
Cohen & Steers
New York
$118K +$117K +8,708 New
BAM
66
Belpointe Asset Management
Nevada
$115K +$114K +8,482 New
CHAM
67
Clear Harbor Asset Management
Connecticut
$113K +$112K +8,350 New
NFG
68
Next Financial Group
Texas
$85K – – –
APA
69
American Portfolios Advisors
New York
$74.9K +$523 +39 +0.7%
EP
70
Eudaimonia Partners
Tennessee
$69K +$67.9K +5,063 New
KPW
71
Kore Private Wealth
New York
$68K +$67K +5,000 New
FIA
72
FNY Investment Advisers
New York
$62K +$61.8K +4,610 New
BWL
73
Bogart Wealth LLC
Virginia
$57K – – –
BFEC
74
Benjamin F. Edwards & Company
Missouri
$52K – – –
MRCM
75
M&R Capital Management
New Jersey
$49K – – –
1 2
3
4

NRK Hedge Fund Activity: Q4 2019 in Review

84 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q4 2019, worth a combined $273M — up 9% from $251M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new NRK positions and 5 closed out — a net gain of 15 holders — while 22 added to existing stakes and 18 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $8.53M. The largest seller was Karpus Investment Management, cutting an estimated $3.77M.

  • 84 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q4 2019, up from 69 in Q3 2019.
  • Funds reported $273M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q4 2019, up 9% quarter-over-quarter.
  • 20 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q4 2019 and 5 closed out, a net change of +15 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q4 2019 was Sit Investment Associates, an estimated $8.53M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q4 2019 was Karpus Investment Management, an estimated $3.77M sold.

Based on aggregated 13F filings for Q4 2019.