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Nuveen New York AMT-Free Quality Municipal Income Fund
NRK

92 hedge funds and large institutions have $327M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 20

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1% more funds holding

Funds holding: 91 → 92 (+1)

0% more capital invested

Capital invested by funds: $325M → $327M (+$1.19M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.75% less ownership

Funds ownership: 27.2% → 26.45% (-0.75%)

Holders
92
Holders Change
+1
Holders Change %
+1.1%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
29
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$14.8M
2
Northern Trust
Northern Trust
Illinois
+$958K
3
HWAM
Hennion & Walsh Asset Management
New Jersey
+$888K
4
Wells Fargo
Wells Fargo
California
+$802K
5
LWA
Lenox Wealth Advisors
New York
+$589K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$15.8M
2
CC
Claybrook Capital
Massachusetts
-$10.8M
3
SCM
Saba Capital Management
New York
-$3M
4
Morgan Stanley
Morgan Stanley
New York
-$917K
5
Invesco
Invesco
Georgia
-$339K
Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
51
Transcend Capital Advisors
New Jersey
$326K +$51.4K +3,694 +19%
ACP
52
Aviance Capital Partners
Florida
$315K +$308K +22,192 New
MC
53
Mathes Company
New York
$284K – – –
CS
54
Credit Suisse
Switzerland
$283K – – –
LPL Financial
55
LPL Financial
California
$225K -$4.39K -316 -2%
CAN
56
Cetera Advisor Networks
California
$212K +$16.2K +1,163 +8%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$209K +$20.9K +1,505 +11%
MGIA
58
Moneta Group Investment Advisors
Missouri
$204K +$200K +14,376 New
RJA
59
Raymond James & Associates
Florida
$202K -$27.1K -1,953 -12%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$195K -$54.1K -3,892 -22%
KAS
61
Kestra Advisory Services
Texas
$193K +$189K +13,617 New
GL
62
Graypoint LLC
New York
$191K +$187K +13,478 New
IWA
63
IBEX Wealth Advisors
New Jersey
$188K +$184K +13,215 New
OBWG
64
Onyx Bridge Wealth Group
New York
$177K – – –
SWM
65
Spire Wealth Management
Virginia
$175K -$97.3K -7,000 -36%
SMH
66
Sanders Morris Harris
Texas
$175K -$55.6K -4,000 -25%
Lazard Asset Management
67
Lazard Asset Management
New York
$167K – – –
EFS
68
Essex Financial Services
Connecticut
$165K +$162K +11,629 New
CC
69
Constitution Capital
Connecticut
$162K +$158K +11,400 New
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$159K -$11K -794 -7%
TFCP
71
Twin Focus Capital Partners
Massachusetts
$145K – – –
SWA
72
SOA Wealth Advisors
New York
$130K – – –
BAM
73
Belpointe Asset Management
Nevada
$114K – – –
FIA
74
FNY Investment Advisers
New York
$113K +$111K +8,000 New
NFG
75
Next Financial Group
Texas
$105K +$15.7K +1,129 +18%
1 2
3
4 5

NRK Hedge Fund Activity: Q2 2021 in Review

92 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q2 2021, worth a combined $327M — up 0.36% from $325M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NRK positions and 9 closed out — a net gain of 1 holder — while 29 added to existing stakes and 20 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $14.8M. The largest seller was Karpus Investment Management, cutting an estimated $15.8M.

  • 92 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q2 2021, up from 91 in Q1 2021.
  • Funds reported $327M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q2 2021, up 0.36% quarter-over-quarter.
  • 10 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q2 2021 and 9 closed out, a net change of +1 holder.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q2 2021 was Rivernorth Capital Management, an estimated $14.8M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q2 2021 was Karpus Investment Management, an estimated $15.8M sold.

Based on aggregated 13F filings for Q2 2021.