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Nuveen New York AMT-Free Quality Municipal Income Fund
NRK

107 hedge funds and large institutions have $229M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 24

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.75% less ownership

Funds ownership: 27.48% → 26.74% (-0.75%)

2% less funds holding

Funds holding: 109 → 107 (-2)

14% less capital invested

Capital invested by funds: $265M → $229M (-$35.9M)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
107
Holders Change
-2
Holders Change %
-1.83%
% of All Funds
1.84%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
32
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$1.27M
2
LSC
Logan Stone Capital
Illinois
+$1.19M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
+$921K
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$726K
5
Morgan Stanley
Morgan Stanley
New York
+$632K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$11.1M
2
MC
Matisse Capital
Oregon
-$772K
3
SMH
Sanders Morris Harris
Texas
-$510K
4
BP
BBR Partners
New York
-$450K
5
CHAM
Clear Harbor Asset Management
Connecticut
-$411K
Name Holding Trade Value Shares
Change 		Change in
Stake
WS
51
Wedbush Securities
California
$372K +$11.5K +1,050 +3%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$366K -$64.3K -5,859 -14%
BRWA
53
B. Riley Wealth Advisors
Florida
$328K +$366K +33,345 New
HA
54
Herold Advisors
New York
$319K – – –
ACP
55
Aviance Capital Partners
Florida
$306K +$29.6K +2,700 +9%
CAM
56
Cresset Asset Management
Illinois
$296K +$330K +30,086 New
WFA
57
Wellspring Financial Advisors
Ohio
$285K – – –
SCA
58
STALEY CAPITAL ADVISERS
Pennsylvania
$260K – – –
PA
59
Pinnacle Associates
New York
$252K -$67.5K -6,146 -19%
KAS
60
Kestra Advisory Services
Texas
$233K -$96.8K -8,817 -27%
AWS
61
AJ Wealth Strategies
New York
$226K – – –
RJA
62
Raymond James & Associates
Florida
$216K +$17.2K +1,562 +8%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$207K +$5.43K +495 +2%
CS
64
Credit Suisse
Switzerland
$196K – – –
Goldman Sachs
65
Goldman Sachs
New York
$190K – – –
OC
66
Oppenheimer & Co
New York
$165K +$20.9K +1,900 +13%
ICM
67
Ionic Capital Management
New York
$164K -$35.7K -3,249 -16%
BOPW
68
Brandywine Oak Private Wealth
Pennsylvania
$163K – – –
EAM
69
Evanson Asset Management
California
$155K +$2.22K +202 +1%
BAM
70
Belpointe Asset Management
Nevada
$150K – – –
QC
71
Quantedge Capital
Singapore
$147K -$24.2K -2,200 -13%
AA
72
AQR Arbitrage
Connecticut
$146K +$163K +14,856 New
CAN
73
Cetera Advisor Networks
California
$145K – – –
LCM
74
Landscape Capital Management
New Jersey
$144K +$49.9K +4,543 +45%
STA
75
Summit Trail Advisors
New York
$141K +$157K +14,290 New
1 2
3
4 5

NRK Hedge Fund Activity: Q3 2022 in Review

107 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q3 2022, worth a combined $229M — down 14% from $265M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of NRK and 9 opened new positions — a net loss of 2 holders — while 24 trimmed existing stakes and 32 added.

The largest buyer was Karpus Investment Management, adding an estimated $1.27M. The largest seller was Rivernorth Capital Management, cutting an estimated $11.1M.

  • 107 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q3 2022, down from 109 in Q2 2022.
  • Funds reported $229M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q3 2022, down 14% quarter-over-quarter.
  • 9 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q3 2022 and 11 closed out, a net change of -2 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q3 2022 was Karpus Investment Management, an estimated $1.27M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q3 2022 was Rivernorth Capital Management, an estimated $11.1M sold.

Based on aggregated 13F filings for Q3 2022.