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Nuveen New York AMT-Free Quality Municipal Income Fund
NRK

94 hedge funds and large institutions have $325M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

0% more funds holding

Funds holding: 94 → 94 (0)

0.29% less ownership

Funds ownership: 35.95% → 35.67% (-0.29%)

8% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 24

7% less capital invested

Capital invested by funds: $351M → $325M (-$26M)

Holders
94
Holders Change
–
Holders Change %
0%
% of All Funds
1.24%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
22
Reduced
24
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$3.82M
2
RCM
Robinson Capital Management
Michigan
+$2.53M
3
TCA
Transcend Capital Advisors
New Jersey
+$1.57M
4
UBS Group
UBS Group
Switzerland
+$1.16M
5
AGM
Alpine Global Management
New York
+$762K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$8.63M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
-$2.62M
3
HighTower Advisors
HighTower Advisors
Illinois
-$2.43M
4
SIA
Sit Investment Associates
Minnesota
-$2.01M
5
Morgan Stanley
Morgan Stanley
New York
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCMNY
51
Westchester Capital Management (New York)
New York
$273K – – –
SCA
52
STALEY CAPITAL ADVISERS
Pennsylvania
$272K – – –
WANY
53
Wealthspire Advisors (New York)
New York
$247K – – –
WS
54
Wedbush Securities
California
$244K – – –
MC
55
Mathes Company
New York
$230K -$354K -32,500 -60%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$215K +$19.4K +1,781 +9%
FFG
57
Frisch Financial Group
New York
$202K -$198K -18,136 -48%
RAM
58
Readystate Asset Management
Illinois
$198K +$206K +18,939 New
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$196K +$31.6K +2,903 +18%
AAS
60
Avantax Advisory Services
Texas
$179K -$6.54K -601 -3%
CCFM
61
Clear Creek Financial Management
Washington
$176K – – –
MC
62
Moors & Cabot
Massachusetts
$165K – – –
US Bancorp
63
US Bancorp
Minnesota
$159K – – –
GA
64
GoalVest Advisory
New York
$157K – – –
HF
65
HRT Financial
New York
$153K +$160K +14,672 New
EAM
66
Everstar Asset Management
North Carolina
$133K -$125K -11,490 -47%
Nomura Holdings
67
Nomura Holdings
Japan
$131K +$136K +12,500 New
TIAA Trust, National Association
68
TIAA Trust, National Association
North Carolina
$129K – – –
SWM
69
Spire Wealth Management
Virginia
$129K – – –
PA
70
Pinnacle Associates
New York
$127K -$38.7K -3,550 -23%
MCCA
71
Mill Creek Capital Advisors
Pennsylvania
$127K -$15K -1,377 -10%
NA
72
NewEdge Advisors
Louisiana
$127K +$132K +12,100 New
AWS
73
Atria Wealth Solutions
New York
$126K – – –
Lazard Asset Management
74
Lazard Asset Management
New York
$123K – – –
IWA
75
IBEX Wealth Advisors
New Jersey
$119K +$124K +11,375 New
1 2
3
4 5

NRK Hedge Fund Activity: Q4 2024 in Review

94 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q4 2024, worth a combined $325M — down 7.4% from $351M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NRK positions and 13 closed out — a net gain of 4 holders — while 22 added to existing stakes and 24 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.82M. The largest seller was Karpus Investment Management, cutting an estimated $8.63M.

  • 94 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $325M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q4 2024, down 7.4% quarter-over-quarter.
  • 17 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q4 2024 and 13 closed out, a net change of +4 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q4 2024 was Wells Fargo, an estimated $3.82M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q4 2024 was Karpus Investment Management, an estimated $8.63M sold.

Based on aggregated 13F filings for Q4 2024.