We are live on ! Find out more
NRK icon

Nuveen New York AMT-Free Quality Municipal Income Fund
NRK

106 hedge funds and large institutions have $299M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

5% more funds holding

Funds holding: 101 → 106 (+5)

0.6% more ownership

Funds ownership: 27.63% → 28.23% (+0.6%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

10% less capital invested

Capital invested by funds: $333M → $299M (-$33.6M)

21% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 33

Holders
106
Holders Change
+5
Holders Change %
+4.95%
% of All Funds
1.67%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
26
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$11.9M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$3.44M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.28M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$1.23M
5
HWAM
Hennion & Walsh Asset Management
New Jersey
+$1.2M

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$12.7M
2
SIA
Sit Investment Associates
Minnesota
-$968K
3
Bank of America
Bank of America
North Carolina
-$803K
4
ARIS
Advanced Research Investment Solutions
California
-$800K
5
Morgan Stanley
Morgan Stanley
New York
-$531K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
76
IBEX Wealth Advisors
New Jersey
$161K +$179 +14 +0.1%
SWM
77
Spire Wealth Management
Virginia
$150K -$89.3K -7,000 -36%
AWS
78
Atria Wealth Solutions
New York
$146K +$153K +12,000 New
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$144K -$183K -14,345 -55%
NA
80
NewEdge Advisors
Louisiana
$144K -$15.3K -1,200 -9%
Lazard Asset Management
81
Lazard Asset Management
New York
$143K – – –
CC
82
Constitution Capital
Connecticut
$138K – – –
OBWG
83
Onyx Bridge Wealth Group
New York
$138K +$115 +9 +0.1%
MCA
84
Magnolia Capital Advisors
Mississippi
$135K +$142K +11,142 New
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$134K +$293 +23 +0.2%
GWM
86
Greenwich Wealth Management
Connecticut
$133K +$140K +10,981 New
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$130K – – –
LNWWM
88
Laird Norton Wetherby Wealth Management
California
$130K +$136K +10,674 New
TFCP
89
Twin Focus Capital Partners
Massachusetts
$124K – – –
SWA
90
SOA Wealth Advisors
New York
$111K – – –
GA
91
GoalVest Advisory
New York
$110K +$116K +9,100 New
APA
92
American Portfolios Advisors
New York
$106K +$408 +32 +0.4%
GWSG
93
GPS Wealth Strategies Group
Colorado
$76K +$80.2K +6,290 New
CC
94
Commons Capital
Massachusetts
$69K – – –
CWP
95
Concord Wealth Partners
Virginia
$61K – – –
BFEC
96
Benjamin F. Edwards & Company
Missouri
$47K – – –
BWL
97
Bogart Wealth LLC
Virginia
$35K – – –
CHA
98
Carmichael Hill & Associates
Maryland
$32K – – –
UB
99
UMB Bank
Missouri
$27K +$19.5K +1,532 +222%
WTA
100
Washington Trust Advisors
Massachusetts
$25K – – –
1 2 3
4
5

NRK Hedge Fund Activity: Q1 2022 in Review

106 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q1 2022, worth a combined $299M — down 10% from $333M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NRK positions and 10 closed out — a net gain of 6 holders — while 26 added to existing stakes and 33 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $11.9M. The largest seller was Karpus Investment Management, cutting an estimated $12.7M.

  • 106 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q1 2022, up from 101 in Q4 2021.
  • Funds reported $299M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q1 2022, down 10% quarter-over-quarter.
  • 16 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q1 2022 and 10 closed out, a net change of +6 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q1 2022 was Rivernorth Capital Management, an estimated $11.9M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q1 2022 was Karpus Investment Management, an estimated $12.7M sold.

Based on aggregated 13F filings for Q1 2022.