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Nuveen New York AMT-Free Quality Municipal Income Fund
NRK

101 hedge funds and large institutions have $333M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 19

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

4% more funds holding

Funds holding: 97 → 101 (+4)

1% more capital invested

Capital invested by funds: $329M → $333M (+$3.12M)

0.26% more ownership

Funds ownership: 27.37% → 27.63% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
101
Holders Change
+4
Holders Change %
+4.12%
% of All Funds
1.55%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
34
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$2.84M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$1.62M
3
NCM
Narwhal Capital Management
Georgia
+$871K
4
ARIS
Advanced Research Investment Solutions
California
+$800K
5
HWAM
Hennion & Walsh Asset Management
New Jersey
+$789K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$1.99M
2
SCM
Saba Capital Management
New York
-$1.59M
3
Wells Fargo
Wells Fargo
California
-$1.53M
4
AAS
Avantax Advisory Services
Texas
-$695K
5
WANY
Wealthspire Advisors (New York)
New York
-$586K
Name Holding Trade Value Shares
Change 		Change in
Stake
OBWG
76
Onyx Bridge Wealth Group
New York
$170K – – –
PPP
77
Private Portfolio Partners
New Jersey
$170K – – –
Lazard Asset Management
78
Lazard Asset Management
New York
$162K – – –
CC
79
Constitution Capital
Connecticut
$157K – – –
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$152K +$565 +41 +0.4%
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$148K -$41.3K -2,996 -22%
TFCP
82
Twin Focus Capital Partners
Massachusetts
$141K – – –
SWA
83
SOA Wealth Advisors
New York
$127K – – –
APA
84
American Portfolios Advisors
New York
$120K +$827 +60 +0.7%
NFG
85
Next Financial Group
Texas
$112K – – –
AWA
86
Aquire Wealth Advisors
Utah
$103K +$103K +7,450 New
SCA
87
Snowden Capital Advisors
New York
$89K +$89.6K +6,504 New
EBA
88
Eagle Bay Advisors
New York
$78K -$27.2K -1,974 -26%
CC
89
Commons Capital
Massachusetts
$78K +$78.3K +5,680 New
CWP
90
Concord Wealth Partners
Virginia
$69K – – –
BFEC
91
Benjamin F. Edwards & Company
Missouri
$53K – – –
TCOV
92
Trust Company of Vermont
Vermont
$46K +$46.2K +3,355 New
AHIA
93
Andrew Hill Investment Advisors
Florida
$41K +$41.3K +3,000 New
BWL
94
Bogart Wealth LLC
Virginia
$39K – – –
CHA
95
Carmichael Hill & Associates
Maryland
$37K – – –
WTA
96
Washington Trust Advisors
Massachusetts
$29K +$28.6K +2,077 New
GWM
97
Geneos Wealth Management
Colorado
$27K – – –
RIM
98
Rockbridge Investment Management
New York
$25K – – –
MRCM
99
M&R Capital Management
New Jersey
$22K – – –
SW
100
SVB Wealth
Massachusetts
$21K – – –
1 2 3
4
5

NRK Hedge Fund Activity: Q4 2021 in Review

101 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q4 2021, worth a combined $333M — up 0.95% from $329M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NRK positions and 9 closed out — a net gain of 4 holders — while 34 added to existing stakes and 19 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $2.84M. The largest seller was Rivernorth Capital Management, cutting an estimated $1.99M.

  • 101 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q4 2021, up from 97 in Q3 2021.
  • Funds reported $333M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q4 2021, up 0.95% quarter-over-quarter.
  • 13 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q4 2021 and 9 closed out, a net change of +4 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q4 2021 was Karpus Investment Management, an estimated $2.84M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q4 2021 was Rivernorth Capital Management, an estimated $1.99M sold.

Based on aggregated 13F filings for Q4 2021.