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Nuveen New York AMT-Free Quality Municipal Income Fund

90 hedge funds and large institutions have $314M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

7% more capital invested

Capital invested by funds: $294M → $314M (+$20M)

6% more funds holding

Funds holding: 8590 (+5)

0.4% more ownership

Funds ownership: 26.1%26.49% (+0.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

15% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 26

Holders
90
Holders Change
+5
Holders Change %
+5.88%
% of All Funds
1.59%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
22
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
51
Ameriprise
Minnesota
$286K -$79.3K -6,047 -22%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$272K +$6.4K +488 +2%
CS
53
Credit Suisse
Switzerland
$270K
TCA
54
Transcend Capital Advisors
New Jersey
$262K +$253K +19,330 New
NL
55
NWAM LLC
Washington
$247K
SMH
56
Sanders Morris Harris
Texas
$219K +$80K +6,100 +60%
LPL Financial
57
LPL Financial
California
$218K -$18.3K -1,399 -8%
QC
58
Quantedge Capital
Singapore
$216K +$210K +16,000 New
6CM
59
683 Capital Management
New York
$195K
RJA
60
Raymond James & Associates
Florida
$192K -$467K -35,634 -72%
CAN
61
Cetera Advisor Networks
California
$186K -$51.2K -3,906 -22%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$176K -$50.3K -3,833 -23%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$172K +$44.1K +3,366 +35%
OBWG
64
Onyx Bridge Wealth Group
New York
$168K +$163K +12,409 New
SWA
65
SOA Wealth Advisors
New York
$164K +$157K +11,939 New
Lazard Asset Management
66
Lazard Asset Management
New York
$159K
EFS
67
Essex Financial Services
Connecticut
$157K
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$148K +$551 +42 +0.4%
V
69
Veritable
Delaware
$142K
TFCP
70
Twin Focus Capital Partners
Massachusetts
$138K
LWA
71
Lenox Wealth Advisors
New York
$123K
NFG
72
Next Financial Group
Texas
$85K
CWP
73
Concord Wealth Partners
Virginia
$67K +$65.3K +4,984 New
SW
74
SVB Wealth
Massachusetts
$56K
APA
75
American Portfolios Advisors
New York
$55.8K -$16.4K -1,248 -23%

NRK Hedge Fund Activity: Q4 2020 in Review

90 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q4 2020, worth a combined $314M — up 6.8% from $294M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new NRK positions and 9 closed out — a net gain of 5 holders — while 22 added to existing stakes and 26 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $11.8M. The largest seller was Rivernorth Capital Management, cutting an estimated $5.03M.

  • 90 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q4 2020, up from 85 in Q3 2020.
  • Funds reported $314M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q4 2020, up 6.8% quarter-over-quarter.
  • 14 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q4 2020 and 9 closed out, a net change of +5 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q4 2020 was Saba Capital Management, an estimated $11.8M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q4 2020 was Rivernorth Capital Management, an estimated $5.03M sold.

Based on aggregated 13F filings for Q4 2020.