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Nuveen New York AMT-Free Quality Municipal Income Fund
NRK

95 hedge funds and large institutions have $265M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 22

8% more capital invested

Capital invested by funds: $245M → $265M (+$20.4M)

1.52% more ownership

Funds ownership: 27.32% → 28.84% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

6% less funds holding

Funds holding: 101 → 95 (-6)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

Holders
95
Holders Change
-6
Holders Change %
-5.94%
% of All Funds
1.51%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
25
Reduced
22
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$9.69M
2
PCM
Penserra Capital Management
California
+$5.63M
3
RCM
Rivernorth Capital Management
Florida
+$2.51M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.33M
5
HWAM
Hennion & Walsh Asset Management
New Jersey
+$968K

Top Sellers

Rank Fund Capital Flow
1
MSL
Mackay Shields LLC
New York
-$1.45M
2
AC
Almitas Capital
California
-$1.3M
3
UBS Group
UBS Group
Switzerland
-$977K
4
WAM
Weiss Asset Management
Massachusetts
-$958K
5
MIG
Mariner Investment Group
New York
-$647K
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
76
Constitution Capital
Connecticut
$120K – – –
OBWG
77
Onyx Bridge Wealth Group
New York
$120K +$74 +7 +0.1%
SA
78
Strategic Advisors
New York
$107K – – –
CC
79
Courier Capital
New York
$106K – – –
GWM
80
Geneos Wealth Management
Colorado
$106K +$105K +10,000 New
SWA
81
SOA Wealth Advisors
New York
$97.5K – – –
BFEC
82
Benjamin F. Edwards & Company
Missouri
$90K – – –
GWSG
83
GPS Wealth Strategies Group
Colorado
$66.5K +$66.3K +6,290 New
BLC
84
Brown, Lisle/Cummings
Rhode Island
$53.2K – – –
CWP
85
Concord Wealth Partners
Virginia
$52.7K – – –
WP
86
WealthPLAN Partners
Nebraska
$40.6K +$40.5K +3,838 New
TCOV
87
Trust Company of Vermont
Vermont
$35.5K – – –
CHA
88
Carmichael Hill & Associates
Maryland
$28.2K – – –
WTA
89
Washington Trust Advisors
Massachusetts
$22K – – –
US Bancorp
90
US Bancorp
Minnesota
$19.1K – – –
MRCM
91
M&R Capital Management
New Jersey
$16.9K – – –
FIA
92
FNY Investment Advisers
New York
$11K +$11.6K +1,100 New
KFI
93
Key Financial Inc
Pennsylvania
$5.17K – – –
VWM
94
Valley Wealth Managers
New Jersey
$4.83K +$4.82K +457 New
TFA
95
Toth Financial Advisory
Virginia
$1.59K – – –
Commonwealth Equity Services
96
Commonwealth Equity Services
Massachusetts
$985 -$3.24K -307 -0.3%
AC
97
Almitas Capital
California
– -$1.3M -126,972 Closed
WAM
98
Weiss Asset Management
Massachusetts
– -$958K -93,391 Closed
MIG
99
Mariner Investment Group
New York
– -$647K -63,017 Closed
VF
100
Virtu Financial
New York
– -$297K -28,912 Closed
1 2 3
4
5

NRK Hedge Fund Activity: Q1 2023 in Review

95 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q1 2023, worth a combined $265M — up 8.4% from $245M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of NRK and 11 opened new positions — a net loss of 5 holders — while 22 trimmed existing stakes and 25 added.

The largest buyer was Karpus Investment Management, adding an estimated $9.69M. The largest seller was Mackay Shields LLC, cutting an estimated $1.45M.

  • 95 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q1 2023, down from 101 in Q4 2022.
  • Funds reported $265M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q1 2023, up 8.4% quarter-over-quarter.
  • 11 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q1 2023 and 16 closed out, a net change of -5 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q1 2023 was Karpus Investment Management, an estimated $9.69M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q1 2023 was Mackay Shields LLC, an estimated $1.45M sold.

Based on aggregated 13F filings for Q1 2023.