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Nuveen New York AMT-Free Quality Municipal Income Fund
NRK

98 hedge funds and large institutions have $264M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

74% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 19

2.7% more ownership

Funds ownership: 29.3% → 32.01% (+2.7%)

2% more funds holding

Funds holding: 96 → 98 (+2)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% less capital invested

Capital invested by funds: $265M → $264M (-$844K)

Holders
98
Holders Change
+2
Holders Change %
+2.08%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
33
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$16.9M
2
SCM
Saba Capital Management
New York
+$3.28M
3
Deutsche Bank
Deutsche Bank
Germany
+$3.08M
4
AA
AQR Arbitrage
Connecticut
+$2.34M
5
GC
Guggenheim Capital
Illinois
+$811K

Top Sellers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
-$5.89M
2
AAS
Avantax Advisory Services
Texas
-$547K
3
SIA
Sit Investment Associates
Minnesota
-$429K
4
TIM
Tortoise Investment Management
New York
-$412K
5
HWAM
Hennion & Walsh Asset Management
New Jersey
-$209K
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
76
NewEdge Advisors
Louisiana
$112K – – –
Lazard Asset Management
77
Lazard Asset Management
New York
$111K – – –
KAS
78
Kestra Advisory Services
Texas
$108K -$52.3K -5,219 -31%
CC
79
Constitution Capital
Connecticut
$108K – – –
OBWG
80
Onyx Bridge Wealth Group
New York
$104K +$8.69K +866 +9%
WJWM
81
Williams Jones Wealth Management
New York
$98.9K +$105K +10,466 New
SA
82
Strategic Advisors
New York
$95.7K – – –
LCM
83
Leisure Capital Management
California
$95.3K – – –
SWA
84
SOA Wealth Advisors
New York
$87.2K – – –
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$63.7K -$7.24K -722 -10%
GWSG
86
GPS Wealth Strategies Group
Colorado
$59.4K – – –
SPIA
87
Steward Partners Investment Advisory
New York
$54.6K -$80.2K -8,000 -58%
BLC
88
Brown, Lisle/Cummings
Rhode Island
$47.6K – – –
CWP
89
Concord Wealth Partners
Virginia
$47.1K – – –
TCOV
90
Trust Company of Vermont
Vermont
$31.7K – – –
CHA
91
Carmichael Hill & Associates
Maryland
$22.7K -$2.68K -267 -10%
WTA
92
Washington Trust Advisors
Massachusetts
$19.6K – – –
US Bancorp
93
US Bancorp
Minnesota
$17.1K – – –
MRCM
94
M&R Capital Management
New Jersey
$15.1K – – –
FIA
95
FNY Investment Advisers
New York
$10K – – –
NS
96
NBC Securities
Alabama
$10K +$10.7K +1,062 New
BFEC
97
Benjamin F. Edwards & Company
Missouri
$5K – – –
KFI
98
Key Financial Inc
Pennsylvania
$4.62K – – –
VWM
99
Valley Wealth Managers
New Jersey
$4.32K – – –
PCM
100
Penserra Capital Management
California
– -$5.89M -569,083 Closed
1 2 3
4
5

NRK Hedge Fund Activity: Q3 2023 in Review

98 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q3 2023, worth a combined $264M — down 0.32% from $265M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NRK positions and 4 closed out — a net gain of 3 holders — while 33 added to existing stakes and 19 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $16.9M. The largest seller was Penserra Capital Management, exiting entirely with an estimated $5.89M sold.

  • 98 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q3 2023, up from 96 in Q2 2023.
  • Funds reported $264M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q3 2023, down 0.32% quarter-over-quarter.
  • 7 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q3 2023 and 4 closed out, a net change of +3 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q3 2023 was Karpus Investment Management, an estimated $16.9M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q3 2023 was Penserra Capital Management, an estimated $5.89M sold.

Based on aggregated 13F filings for Q3 2023.