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Nuveen New York AMT-Free Quality Municipal Income Fund
NRK

92 hedge funds and large institutions have $327M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 20

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1% more funds holding

Funds holding: 91 → 92 (+1)

0% more capital invested

Capital invested by funds: $325M → $327M (+$1.19M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.75% less ownership

Funds ownership: 27.2% → 26.45% (-0.75%)

Holders
92
Holders Change
+1
Holders Change %
+1.1%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
29
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$14.8M
2
Northern Trust
Northern Trust
Illinois
+$958K
3
HWAM
Hennion & Walsh Asset Management
New Jersey
+$888K
4
Wells Fargo
Wells Fargo
California
+$802K
5
LWA
Lenox Wealth Advisors
New York
+$589K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$15.8M
2
CC
Claybrook Capital
Massachusetts
-$10.8M
3
SCM
Saba Capital Management
New York
-$3M
4
Morgan Stanley
Morgan Stanley
New York
-$917K
5
Invesco
Invesco
Georgia
-$339K
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
76
American Portfolios Advisors
New York
$78.1K +$598 +43 +0.8%
CWP
77
Concord Wealth Partners
Virginia
$71K – – –
SW
78
SVB Wealth
Massachusetts
$59K +$36.3K +2,610 +168%
BFEC
79
Benjamin F. Edwards & Company
Missouri
$55K – – –
EBA
80
Eagle Bay Advisors
New York
$54K +$52.8K +3,800 New
TCOV
81
Trust Company of Vermont
Vermont
$48K – – –
BWL
82
Bogart Wealth LLC
Virginia
$40K – – –
CHA
83
Carmichael Hill & Associates
Maryland
$38K – – –
HI
84
Harbour Investments
Wisconsin
$36K – – –
WT
85
Washington Trust
Rhode Island
$29K – – –
GWM
86
Geneos Wealth Management
Colorado
$28K -$27.8K -2,003 -50%
MRCM
87
M&R Capital Management
New Jersey
$26K – – –
RIM
88
Rockbridge Investment Management
New York
$25K – – –
BAM
89
Barrett Asset Management
New York
$18K – – –
SIA
90
Sit Investment Associates
Minnesota
$17K – – –
Northern Trust
91
Northern Trust
Illinois
$10K +$958K +68,900 New
KFI
92
Key Financial Inc
Pennsylvania
$7K – – –
PAM
93
Panagora Asset Management
Massachusetts
$1K -$723 -52 -53%
CC
94
Claybrook Capital
Massachusetts
– -$10.8M -792,367 Closed
PCA
95
Peddock Capital Advisors
Massachusetts
– -$171K -12,500 Closed
NL
96
NWAM LLC
Washington
– -$169K -12,363 Closed
V
97
Veritable
Delaware
– -$143K -10,500 Closed
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
– -$108K -7,831 Closed
SFS
99
Sowell Financial Services
Arkansas
– -$78K -5,600 Closed
First Manhattan
100
First Manhattan
New York
– -$62.6K -4,500 Closed
1 2 3
4
5

NRK Hedge Fund Activity: Q2 2021 in Review

92 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q2 2021, worth a combined $327M — up 0.36% from $325M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NRK positions and 9 closed out — a net gain of 1 holder — while 29 added to existing stakes and 20 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $14.8M. The largest seller was Karpus Investment Management, cutting an estimated $15.8M.

  • 92 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q2 2021, up from 91 in Q1 2021.
  • Funds reported $327M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q2 2021, up 0.36% quarter-over-quarter.
  • 10 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q2 2021 and 9 closed out, a net change of +1 holder.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q2 2021 was Rivernorth Capital Management, an estimated $14.8M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q2 2021 was Karpus Investment Management, an estimated $15.8M sold.

Based on aggregated 13F filings for Q2 2021.