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Nuveen New York AMT-Free Quality Municipal Income Fund

87 hedge funds and large institutions have $285M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 24

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.94% less ownership

Funds ownership: 35.67%31.73% (-3.9%)

7% less funds holding

Funds holding: 9487 (-7)

12% less capital invested

Capital invested by funds: $325M → $285M (-$40.3M)

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

Holders
87
Holders Change
-7
Holders Change %
-7.45%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
25
Reduced
24
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFG
51
Frisch Financial Group
New York
$194K -$5.95K -565 -3%
AAS
52
Avantax Advisory Services
Texas
$187K +$10.8K +1,025 +6%
Cohen & Steers
53
Cohen & Steers
New York
$175K -$347K -33,000 -66%
CCFM
54
Clear Creek Financial Management
Washington
$173K
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$166K -$47.1K -4,479 -22%
MC
56
Moors & Cabot
Massachusetts
$163K
PA
57
Pinnacle Associates
New York
$156K +$31.6K +3,000 +25%
AWS
58
Atria Wealth Solutions
New York
$156K +$31.6K +3,000 +25%
GA
59
GoalVest Advisory
New York
$155K
OAM
60
Oppenheimer Asset Management
New York
$130K +$133K +12,619 New
EAM
61
Everstar Asset Management
North Carolina
$128K -$2.49K -237 -2%
SWM
62
Spire Wealth Management
Virginia
$127K
US Bancorp
63
US Bancorp
Minnesota
$124K -$33.4K -3,175 -21%
P
64
&Partners
Tennessee
$122K +$125K +11,917 New
Lazard Asset Management
65
Lazard Asset Management
New York
$121K
IWA
66
IBEX Wealth Advisors
New Jersey
$117K
SAM
67
Seelaus Asset Management
New Jersey
$117K +$2.33K +221 +2%
EC
68
Elequin Capital
New York
$114K +$76.5K +7,266 +192%
AC
69
Avestar Capital
New York
$110K
WS
70
Wedbush Securities
California
$104K -$140K -13,318 -57%
First Manhattan
71
First Manhattan
New York
$104K +$105K +10,010 New
FNWM
72
Financial Network Wealth Management
Utah
$76K +$78.1K +7,421 New
TIM
73
Tortoise Investment Management
New York
$65.9K
SPIA
74
Steward Partners Investment Advisory
New York
$65.3K +$22.1K +2,100 +49%
GWSG
75
GPS Wealth Strategies Group
Colorado
$64.8K

NRK Hedge Fund Activity: Q1 2025 in Review

87 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q1 2025, worth a combined $285M — down 12% from $325M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of NRK and 6 opened new positions — a net loss of 7 holders — while 24 trimmed existing stakes and 25 added.

The largest buyer was Guggenheim Capital, adding an estimated $1.5M. The largest seller was Karpus Investment Management, cutting an estimated $13.8M.

  • 87 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q1 2025, down from 94 in Q4 2024.
  • Funds reported $285M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q1 2025, down 12% quarter-over-quarter.
  • 6 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q1 2025 and 13 closed out, a net change of -7 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q1 2025 was Guggenheim Capital, an estimated $1.5M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q1 2025 was Karpus Investment Management, an estimated $13.8M sold.

Based on aggregated 13F filings for Q1 2025.