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Nuveen New York AMT-Free Quality Municipal Income Fund
NRK

107 hedge funds and large institutions have $229M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 24

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.75% less ownership

Funds ownership: 27.48% → 26.74% (-0.75%)

2% less funds holding

Funds holding: 109 → 107 (-2)

14% less capital invested

Capital invested by funds: $265M → $229M (-$35.9M)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
107
Holders Change
-2
Holders Change %
-1.83%
% of All Funds
1.84%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
32
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$1.27M
2
LSC
Logan Stone Capital
Illinois
+$1.19M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
+$921K
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$726K
5
Morgan Stanley
Morgan Stanley
New York
+$632K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$11.1M
2
MC
Matisse Capital
Oregon
-$772K
3
SMH
Sanders Morris Harris
Texas
-$510K
4
BP
BBR Partners
New York
-$450K
5
CHAM
Clear Harbor Asset Management
Connecticut
-$411K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
76
LPL Financial
California
$136K +$23.5K +2,140 +18%
RJFSA
77
Raymond James Financial Services Advisors
Florida
$131K -$27.2K -2,474 -16%
NA
78
NewEdge Advisors
Louisiana
$128K +$6.59K +600 +5%
SWM
79
Spire Wealth Management
Virginia
$121K – – –
AWS
80
Atria Wealth Solutions
New York
$118K +$132K +12,000 New
Lazard Asset Management
81
Lazard Asset Management
New York
$115K – – –
CC
82
Constitution Capital
Connecticut
$112K – – –
IWA
83
IBEX Wealth Advisors
New Jersey
$112K – – –
OBWG
84
Onyx Bridge Wealth Group
New York
$112K +$165 +15 +0.1%
TCA
85
Transcend Capital Advisors
New Jersey
$112K +$549 +50 +0.4%
PAG
86
Private Advisor Group
New Jersey
$112K +$126K +11,444 New
GWM
87
Greenwich Wealth Management
Connecticut
$110K – – –
LNWWM
88
Laird Norton Wetherby Wealth Management
California
$105K – – –
TFCP
89
Twin Focus Capital Partners
Massachusetts
$100K – – –
SA
90
Strategic Advisors
New York
$99K – – –
SWA
91
SOA Wealth Advisors
New York
$90K – – –
APA
92
American Portfolios Advisors
New York
$86.7K +$615 +56 +0.6%
BFEC
93
Benjamin F. Edwards & Company
Missouri
$81K – – –
GWSG
94
GPS Wealth Strategies Group
Colorado
$62K – – –
BLC
95
Brown, Lisle/Cummings
Rhode Island
$49.5K – – –
EBA
96
Eagle Bay Advisors
New York
$37K – – –
TCOV
97
Trust Company of Vermont
Vermont
$33K – – –
BWL
98
Bogart Wealth LLC
Virginia
$28K – – –
CHA
99
Carmichael Hill & Associates
Maryland
$26K – – –
UB
100
UMB Bank
Missouri
$22K – – –
1 2 3
4
5

NRK Hedge Fund Activity: Q3 2022 in Review

107 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q3 2022, worth a combined $229M — down 14% from $265M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of NRK and 9 opened new positions — a net loss of 2 holders — while 24 trimmed existing stakes and 32 added.

The largest buyer was Karpus Investment Management, adding an estimated $1.27M. The largest seller was Rivernorth Capital Management, cutting an estimated $11.1M.

  • 107 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q3 2022, down from 109 in Q2 2022.
  • Funds reported $229M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q3 2022, down 14% quarter-over-quarter.
  • 9 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q3 2022 and 11 closed out, a net change of -2 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q3 2022 was Karpus Investment Management, an estimated $1.27M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q3 2022 was Rivernorth Capital Management, an estimated $11.1M sold.

Based on aggregated 13F filings for Q3 2022.