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Nuveen New York AMT-Free Quality Municipal Income Fund
NRK

97 hedge funds and large institutions have $329M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

59% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 22

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

5% more funds holding

Funds holding: 92 → 97 (+5)

0.92% more ownership

Funds ownership: 26.45% → 27.37% (+0.92%)

1% more capital invested

Capital invested by funds: $327M → $329M (+$2.83M)

Holders
97
Holders Change
+5
Holders Change %
+5.43%
% of All Funds
1.7%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
10
Increased
35
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CC
Claybrook Capital
Massachusetts
+$11.2M
2
RCM
Rivernorth Capital Management
Florida
+$6.99M
3
MSL
Mackay Shields LLC
New York
+$2.03M
4
HWAM
Hennion & Walsh Asset Management
New Jersey
+$1.66M
5
SIA
Sit Investment Associates
Minnesota
+$1.5M

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$12.6M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$1.22M
3
SCM
Saba Capital Management
New York
-$1.12M
4
Citigroup
Citigroup
New York
-$839K
5
Wells Fargo
Wells Fargo
California
-$548K
Name Holding Trade Value Shares
Change 		Change in
Stake
PPP
76
Private Portfolio Partners
New Jersey
$170K +$175K +12,327 New
Lazard Asset Management
77
Lazard Asset Management
New York
$163K – – –
CC
78
Constitution Capital
Connecticut
$158K – – –
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$152K -$2.85K -201 -2%
TFCP
80
Twin Focus Capital Partners
Massachusetts
$142K – – –
SWA
81
SOA Wealth Advisors
New York
$127K – – –
APA
82
American Portfolios Advisors
New York
$119K +$44.2K +3,118 +57%
NFG
83
Next Financial Group
Texas
$112K +$9.93K +700 +9%
EBA
84
Eagle Bay Advisors
New York
$106K +$53.9K +3,800 +100%
CWP
85
Concord Wealth Partners
Virginia
$69K – – –
BFEC
86
Benjamin F. Edwards & Company
Missouri
$53K – – –
BWL
87
Bogart Wealth LLC
Virginia
$39K – – –
CHA
88
Carmichael Hill & Associates
Maryland
$37K – – –
HI
89
Harbour Investments
Wisconsin
$35K – – –
WT
90
Washington Trust
Rhode Island
$29K – – –
GWM
91
Geneos Wealth Management
Colorado
$27K – – –
RIM
92
Rockbridge Investment Management
New York
$25K – – –
MRCM
93
M&R Capital Management
New Jersey
$22K -$4.25K -300 -16%
SW
94
SVB Wealth
Massachusetts
$21K -$37K -2,610 -63%
BAM
95
Barrett Asset Management
New York
$17K – – –
Northern Trust
96
Northern Trust
Illinois
$10K – – –
KFI
97
Key Financial Inc
Pennsylvania
$7K – – –
SMH
98
Sanders Morris Harris
Texas
– -$175K -12,270 Closed
EFS
99
Essex Financial Services
Connecticut
– -$165K -11,629 Closed
FIA
100
FNY Investment Advisers
New York
– -$113K -8,000 Closed
1 2 3
4
5

NRK Hedge Fund Activity: Q3 2021 in Review

97 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q3 2021, worth a combined $329M — up 0.87% from $327M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NRK positions and 5 closed out — a net gain of 5 holders — while 35 added to existing stakes and 22 trimmed.

The largest buyer was Claybrook Capital, opening a new position worth an estimated $11.2M. The largest seller was Karpus Investment Management, cutting an estimated $12.6M.

  • 97 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q3 2021, up from 92 in Q2 2021.
  • Funds reported $329M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q3 2021, up 0.87% quarter-over-quarter.
  • 10 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q3 2021 and 5 closed out, a net change of +5 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q3 2021 was Claybrook Capital, an estimated $11.2M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q3 2021 was Karpus Investment Management, an estimated $12.6M sold.

Based on aggregated 13F filings for Q3 2021.