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Nuveen New York AMT-Free Quality Municipal Income Fund

90 hedge funds and large institutions have $345M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $327M → $345M (+$17.8M)

0.76% more ownership

Funds ownership: 35.61%36.37% (+0.76%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 9490 (-4)

21% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 24

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
90
Holders Change
-4
Holders Change %
-4.26%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
19
Reduced
24
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$276K +$677 +63 +0.2%
WANY
52
Wealthspire Advisors (New York)
New York
$257K
WS
53
Wedbush Securities
California
$254K
RJA
54
Raymond James & Associates
Florida
$243K +$34.9K +3,250 +17%
LPL Financial
55
LPL Financial
California
$228K -$36.9K -3,430 -14%
OC
56
Oppenheimer & Co
New York
$183K
NGA
57
Naples Global Advisors
Florida
$173K -$34.9K -3,250 -17%
MC
58
Moors & Cabot
Massachusetts
$172K
FM
59
Family Management
New York
$166K -$95.8K -8,906 -37%
PA
60
Pinnacle Associates
New York
$164K -$5.91K -550 -4%
NAM
61
NorthCrest Asset Manangement
Minnesota
$155K
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$154K
CAN
63
Cetera Advisor Networks
California
$149K
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$149K +$148K +13,745 New
RJFSA
65
Raymond James Financial Services Advisors
Florida
$147K -$51.3K -4,775 -26%
PAG
66
Private Advisor Group
New Jersey
$142K
Nomura Holdings
67
Nomura Holdings
Japan
$138K +$18K +1,675 +15%
SWM
68
Spire Wealth Management
Virginia
$134K
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$132K +$806 +75 +0.6%
AWS
70
Atria Wealth Solutions
New York
$131K
Lazard Asset Management
71
Lazard Asset Management
New York
$128K
Ameriprise
72
Ameriprise
Minnesota
$124K -$478K -44,463 -80%
AC
73
Avestar Capital
New York
$115K
Citadel Advisors
74
Citadel Advisors
Florida
$110K -$322K -29,913 -75%
LCM
75
Leisure Capital Management
California
$110K

NRK Hedge Fund Activity: Q1 2024 in Review

90 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q1 2024, worth a combined $345M — up 5.4% from $327M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of NRK and 8 opened new positions — a net loss of 4 holders — while 24 trimmed existing stakes and 19 added.

The largest buyer was Sit Investment Associates, adding an estimated $11.3M. The largest seller was Morgan Stanley, cutting an estimated $6.05M.

  • 90 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q1 2024, down from 94 in Q4 2023.
  • Funds reported $345M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q1 2024, up 5.4% quarter-over-quarter.
  • 8 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q1 2024 and 12 closed out, a net change of -4 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q1 2024 was Sit Investment Associates, an estimated $11.3M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $6.05M sold.

Based on aggregated 13F filings for Q1 2024.