We are live on ! Find out more
NRK icon

Nuveen New York AMT-Free Quality Municipal Income Fund

94 hedge funds and large institutions have $351M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

3% more funds holding

Funds holding: 9194 (+3)

4% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 23

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $353M → $351M (-$2.03M)

0.57% less ownership

Funds ownership: 36.52%35.95% (-0.57%)

Holders
94
Holders Change
+3
Holders Change %
+3.3%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
24
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
76
Lazard Asset Management
New York
$132K
NB
77
NBT Bank
New York
$123K +$122K +11,006 New
KAS
78
Kestra Advisory Services
Texas
$120K +$119K +10,750 New
AC
79
Avestar Capital
New York
$118K
SWA
80
SOA Wealth Advisors
New York
$88.4K -$14.8K -1,333 -14%
TIM
81
Tortoise Investment Management
New York
$71.7K -$112K -10,070 -61%
GWSG
82
GPS Wealth Strategies Group
Colorado
$70.4K
WAM
83
Wolverine Asset Management
Illinois
$64.5K +$63.9K +5,758 New
BLC
84
Brown, Lisle/Cummings
Rhode Island
$56.4K
SPIA
85
Steward Partners Investment Advisory
New York
$55.9K -$11.6K -1,045 -17%
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$49.8K
CWP
87
Concord Wealth Partners
Virginia
$27.9K
CHA
88
Carmichael Hill & Associates
Maryland
$26.9K
BBHC
89
Brown Brothers Harriman & Co
New York
$23.5K +$23.3K +2,100 New
WTA
90
Washington Trust Advisors
Massachusetts
$23.3K
MRCM
91
M&R Capital Management
New Jersey
$17.9K
FIA
92
FNY Investment Advisers
New York
$12K +$12.2K +1,100 New
WB
93
Webster Bank
Connecticut
$9.85K +$9.76K +879 New
KFI
94
Key Financial Inc
Pennsylvania
$5.48K
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$3K
PCM
96
Penserra Capital Management
California
-$4.12M -371,161 Closed
FSI
97
Flow State Investments
Illinois
-$893K -80,565 Closed
RIA
98
Realta Investment Advisors
Delaware
-$661K -59,611 Closed
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
-$578K -52,116 Closed
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
-$271K -24,436 Closed

NRK Hedge Fund Activity: Q3 2024 in Review

94 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q3 2024, worth a combined $351M — down 0.57% from $353M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NRK positions and 12 closed out — a net gain of 4 holders — while 24 added to existing stakes and 23 trimmed.

The largest buyer was Transcend Capital Advisors, opening a new position worth an estimated $9.81M. The largest seller was Karpus Investment Management, cutting an estimated $8.55M.

  • 94 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q3 2024, up from 91 in Q2 2024.
  • Funds reported $351M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q3 2024, down 0.57% quarter-over-quarter.
  • 16 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q3 2024 and 12 closed out, a net change of +4 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q3 2024 was Transcend Capital Advisors, an estimated $9.81M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q3 2024 was Karpus Investment Management, an estimated $8.55M sold.

Based on aggregated 13F filings for Q3 2024.