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Nuveen New York AMT-Free Quality Municipal Income Fund

94 hedge funds and large institutions have $351M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

3% more funds holding

Funds holding: 9194 (+3)

4% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 23

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $353M → $351M (-$2.03M)

0.57% less ownership

Funds ownership: 36.52%35.95% (-0.57%)

Holders
94
Holders Change
+3
Holders Change %
+3.3%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
24
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VF
51
Virtu Financial
New York
$291K +$288K +25,990 New
NW
52
NewEdge Wealth
Pennsylvania
$286K +$283K +25,510 New
EAM
53
Everstar Asset Management
North Carolina
$271K +$269K +24,200 New
WANY
54
Wealthspire Advisors (New York)
New York
$265K
WS
55
Wedbush Securities
California
$262K
LPL Financial
56
LPL Financial
California
$255K -$955 -86 -0.4%
RJA
57
Raymond James & Associates
Florida
$245K -$5.27K -475 -2%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$211K +$56.1K +5,050 +37%
MG
59
Marex Group
$206K +$76.6K +6,902 +60%
AAS
60
Avantax Advisory Services
Texas
$199K -$36.3K -3,267 -16%
PAG
61
Private Advisor Group
New Jersey
$194K +$15.5K +1,398 +9%
CCFM
62
Clear Creek Financial Management
Washington
$188K +$42.2K +3,800 +29%
MC
63
Moors & Cabot
Massachusetts
$177K
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$177K +$233 +21 +0.1%
US Bancorp
65
US Bancorp
Minnesota
$170K +$149K +13,400 +742%
GA
66
GoalVest Advisory
New York
$168K +$167K +15,000 New
PA
67
Pinnacle Associates
New York
$165K +$6.11K +550 +4%
Citadel Advisors
68
Citadel Advisors
Florida
$154K +$17.4K +1,564 +13%
MCCA
69
Mill Creek Capital Advisors
Pennsylvania
$151K
LCM
70
Leisure Capital Management
California
$141K
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$139K +$15.4K +1,389 +13%
TIAA Trust, National Association
72
TIAA Trust, National Association
North Carolina
$138K -$45.6K -4,108 -25%
SWM
73
Spire Wealth Management
Virginia
$138K
AWS
74
Atria Wealth Solutions
New York
$135K
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$135K +$133K +12,019 New

NRK Hedge Fund Activity: Q3 2024 in Review

94 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q3 2024, worth a combined $351M — down 0.57% from $353M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NRK positions and 12 closed out — a net gain of 4 holders — while 24 added to existing stakes and 23 trimmed.

The largest buyer was Transcend Capital Advisors, opening a new position worth an estimated $9.81M. The largest seller was Karpus Investment Management, cutting an estimated $8.55M.

  • 94 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q3 2024, up from 91 in Q2 2024.
  • Funds reported $351M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q3 2024, down 0.57% quarter-over-quarter.
  • 16 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q3 2024 and 12 closed out, a net change of +4 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q3 2024 was Transcend Capital Advisors, an estimated $9.81M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q3 2024 was Karpus Investment Management, an estimated $8.55M sold.

Based on aggregated 13F filings for Q3 2024.