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Nuveen New York AMT-Free Quality Municipal Income Fund

98 hedge funds and large institutions have $264M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

74% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 19

2.7% more ownership

Funds ownership: 29.3%32.01% (+2.7%)

2% more funds holding

Funds holding: 9698 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $265M → $264M (-$844K)

Holders
98
Holders Change
+2
Holders Change %
+2.08%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
33
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
51
Cresset Asset Management
Illinois
$298K +$3.16K +315 +1%
Millennium Management
52
Millennium Management
New York
$288K +$306K +30,495 New
RJFSA
53
Raymond James Financial Services Advisors
Florida
$284K +$33.8K +3,368 +13%
Mariner
54
Mariner
Kansas
$279K -$7.56K -754 -2%
SCA
55
STALEY CAPITAL ADVISERS
Pennsylvania
$250K
FPCP
56
Fort Point Capital Partners
California
$250K +$92.1K +9,184 +53%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$228K -$106K -10,576 -30%
WANY
58
Wealthspire Advisors (New York)
New York
$223K
WS
59
Wedbush Securities
California
$221K -$69.2K -6,897 -23%
MC
60
Moors & Cabot
Massachusetts
$220K +$74.2K +7,400 +47%
RJA
61
Raymond James & Associates
Florida
$206K +$40.1K +4,000 +22%
Citadel Advisors
62
Citadel Advisors
Florida
$200K +$13.1K +1,303 +7%
NGA
63
Naples Global Advisors
Florida
$189K -$1.25K -125 -0.6%
CS
64
Credit Suisse
Switzerland
$189K
PWM
65
Perigon Wealth Management
California
$175K +$186K +18,497 New
OC
66
Oppenheimer & Co
New York
$168K
PA
67
Pinnacle Associates
New York
$159K -$88.4K -8,818 -34%
LCM
68
Landscape Capital Management
New Jersey
$145K -$101K -10,077 -40%
NAM
69
NorthCrest Asset Manangement
Minnesota
$135K
CAN
70
Cetera Advisor Networks
California
$132K
JIC
71
Johnson Investment Counsel
Ohio
$124K
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$122K +$129K +12,863 New
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$121K +$632 +63 +0.5%
SWM
74
Spire Wealth Management
Virginia
$117K
AWS
75
Atria Wealth Solutions
New York
$114K

NRK Hedge Fund Activity: Q3 2023 in Review

98 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q3 2023, worth a combined $264M — down 0.32% from $265M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NRK positions and 4 closed out — a net gain of 3 holders — while 33 added to existing stakes and 19 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $16.9M. The largest seller was Penserra Capital Management, exiting entirely with an estimated $5.89M sold.

  • 98 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q3 2023, up from 96 in Q2 2023.
  • Funds reported $264M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q3 2023, down 0.32% quarter-over-quarter.
  • 7 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q3 2023 and 4 closed out, a net change of +3 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q3 2023 was Karpus Investment Management, an estimated $16.9M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q3 2023 was Penserra Capital Management, an estimated $5.89M sold.

Based on aggregated 13F filings for Q3 2023.