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Nuveen New York AMT-Free Quality Municipal Income Fund
NRK

90 hedge funds and large institutions have $345M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $327M → $345M (+$17.8M)

0.76% more ownership

Funds ownership: 35.61% → 36.37% (+0.76%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less funds holding

Funds holding: 94 → 90 (-4)

21% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 24

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
90
Holders Change
-4
Holders Change %
-4.26%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
19
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$11.3M
2
KIM
Karpus Investment Management
New York
+$9.17M
3
PCM
Penserra Capital Management
California
+$3.9M
4
MSL
Mackay Shields LLC
New York
+$2.41M
5
PI
PFG Investments
New York
+$1.17M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$6.05M
2
LSC
Logan Stone Capital
Illinois
-$3.3M
3
Lido Advisors
Lido Advisors
California
-$2.69M
4
RCM
Robinson Capital Management
Michigan
-$2.13M
5
LCM
Landscape Capital Management
New Jersey
-$1.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
76
SOA Wealth Advisors
New York
$100K – – –
GWSG
77
GPS Wealth Strategies Group
Colorado
$68.4K – – –
SPIA
78
Steward Partners Investment Advisory
New York
$62.8K – – –
BLC
79
Brown, Lisle/Cummings
Rhode Island
$54.7K – – –
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$48.4K – – –
CWP
81
Concord Wealth Partners
Virginia
$27.1K – – –
BFEC
82
Benjamin F. Edwards & Company
Missouri
$27K – – –
CHA
83
Carmichael Hill & Associates
Maryland
$26.1K – – –
WTA
84
Washington Trust Advisors
Massachusetts
$22.6K – – –
US Bancorp
85
US Bancorp
Minnesota
$19.6K – – –
MRCM
86
M&R Capital Management
New Jersey
$17.4K – – –
NS
87
NBC Securities
Alabama
$11K +$86 +8 +0.7%
KFI
88
Key Financial Inc
Pennsylvania
$5.32K – – –
VWM
89
Valley Wealth Managers
New Jersey
$4.97K – – –
Fidelity Investments
90
Fidelity Investments
Massachusetts
$11 +$11 +1 New
FIA
91
FNY Investment Advisers
New York
$11 +$11.8K +1,100 New
RCM
92
Robinson Capital Management
Michigan
– -$2.13M -203,382 Closed
NCM
93
Narwhal Capital Management
Georgia
– -$746K -70,830 Closed
WAM
94
Weiss Asset Management
Massachusetts
– -$740K -70,308 Closed
AC
95
Almitas Capital
California
– -$263K -25,000 Closed
BA
96
Bridgewater Advisors
New York
– -$237K -22,478 Closed
CAM
97
Cresset Asset Management
Illinois
– -$230K -21,823 Closed
CS
98
Credit Suisse
Switzerland
– -$210K -19,973 Closed
NA
99
NewEdge Advisors
Louisiana
– -$136K -12,900 Closed
Jane Street
100
Jane Street
New York
– -$129K -12,229 Closed
1 2 3
4
5

NRK Hedge Fund Activity: Q1 2024 in Review

90 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q1 2024, worth a combined $345M — up 5.4% from $327M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of NRK and 8 opened new positions — a net loss of 4 holders — while 24 trimmed existing stakes and 19 added.

The largest buyer was Sit Investment Associates, adding an estimated $11.3M. The largest seller was Morgan Stanley, cutting an estimated $6.05M.

  • 90 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q1 2024, down from 94 in Q4 2023.
  • Funds reported $345M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q1 2024, up 5.4% quarter-over-quarter.
  • 8 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q1 2024 and 12 closed out, a net change of -4 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q1 2024 was Sit Investment Associates, an estimated $11.3M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $6.05M sold.

Based on aggregated 13F filings for Q1 2024.