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Nuveen New York AMT-Free Quality Municipal Income Fund
NRK

91 hedge funds and large institutions have $353M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

1% more funds holding

Funds holding: 90 → 91 (+1)

2% more capital invested

Capital invested by funds: $345M → $353M (+$8.43M)

0.15% more ownership

Funds ownership: 36.37% → 36.52% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
91
Holders Change
+1
Holders Change %
+1.11%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
26
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$4.68M
2
SIA
Sit Investment Associates
Minnesota
+$3.07M
3
GC
Guggenheim Capital
Illinois
+$588K
4
BCG
Breakwater Capital Group
New Jersey
+$490K
5
Bank of America
Bank of America
North Carolina
+$415K

Top Sellers

Rank Fund Capital Flow
1
LSC
Logan Stone Capital
Illinois
-$3.01M
2
AA
AQR Arbitrage
Connecticut
-$1.59M
3
Lido Advisors
Lido Advisors
California
-$1.53M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.34M
5
Morgan Stanley
Morgan Stanley
New York
-$834K
Name Holding Trade Value Shares
Change 		Change in
Stake
WS
51
Wedbush Securities
California
$259K – – –
LPL Financial
52
LPL Financial
California
$253K +$20.5K +1,892 +9%
CAM
53
Cresset Asset Management
Illinois
$249K +$241K +22,276 New
RJA
54
Raymond James & Associates
Florida
$248K – – –
AAS
55
Avantax Advisory Services
Texas
$233K -$86.8K -8,025 -28%
Nomura Holdings
56
Nomura Holdings
Japan
$196K +$54.1K +5,000 +39%
TIM
57
Tortoise Investment Management
New York
$183K -$422K -39,040 -70%
TIAA Trust, National Association
58
TIAA Trust, National Association
North Carolina
$182K +$178K +16,451 New
NGA
59
Naples Global Advisors
Florida
$177K – – –
PAG
60
Private Advisor Group
New Jersey
$176K +$31K +2,869 +22%
MC
61
Moors & Cabot
Massachusetts
$175K – – –
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$175K +$17.3K +1,601 +11%
PA
63
Pinnacle Associates
New York
$168K – – –
OC
64
Oppenheimer & Co
New York
$165K -$21.1K -1,950 -12%
NAM
65
NorthCrest Asset Manangement
Minnesota
$158K – – –
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$152K – – –
MCCA
67
Mill Creek Capital Advisors
Pennsylvania
$150K +$146K +13,500 New
CCFM
68
Clear Creek Financial Management
Washington
$144K +$141K +13,000 New
LCM
69
Leisure Capital Management
California
$140K +$27.1K +2,500 +25%
SWM
70
Spire Wealth Management
Virginia
$137K – – –
Citadel Advisors
71
Citadel Advisors
Florida
$136K +$22.2K +2,055 +20%
AWS
72
Atria Wealth Solutions
New York
$134K – – –
Lazard Asset Management
73
Lazard Asset Management
New York
$130K – – –
MG
74
Marex Group
$128K +$124K +11,500 New
Ameriprise
75
Ameriprise
Minnesota
$127K +$281 +26 +0.2%
1 2
3
4

NRK Hedge Fund Activity: Q2 2024 in Review

91 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q2 2024, worth a combined $353M — up 2.4% from $345M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NRK positions and 7 closed out — a net gain of 2 holders — while 26 added to existing stakes and 21 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $4.68M. The largest seller was Logan Stone Capital, exiting entirely with an estimated $3.01M sold.

  • 91 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q2 2024, up from 90 in Q1 2024.
  • Funds reported $353M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q2 2024, up 2.4% quarter-over-quarter.
  • 9 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q2 2024 and 7 closed out, a net change of +2 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q2 2024 was Karpus Investment Management, an estimated $4.68M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q2 2024 was Logan Stone Capital, an estimated $3.01M sold.

Based on aggregated 13F filings for Q2 2024.