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Nuveen New York AMT-Free Quality Municipal Income Fund

87 hedge funds and large institutions have $285M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 24

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.94% less ownership

Funds ownership: 35.67%31.73% (-3.9%)

7% less funds holding

Funds holding: 9487 (-7)

12% less capital invested

Capital invested by funds: $325M → $285M (-$40.3M)

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

Holders
87
Holders Change
-7
Holders Change %
-7.45%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
25
Reduced
24
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BLC
76
Brown, Lisle/Cummings
Rhode Island
$51.9K
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$45.8K
SWA
78
SOA Wealth Advisors
New York
$41.3K
MSWA
79
Marshall & Sterling Wealth Advisors
New York
$38.5K -$15.8K -1,500 -29%
FHA
80
First Horizon Advisors
Tennessee
$25.8K +$26.3K +2,500 New
MCM
81
MAI Capital Management
Ohio
$24.7K
BBHC
82
Brown Brothers Harriman & Co
New York
$21.6K
NB
83
NBT Bank
New York
$13.5K
WCM
84
WealthTrak Capital Management
Virginia
$12.4K
FIA
85
FNY Investment Advisers
New York
$11K +$11.6K +1,100 New
WB
86
Webster Bank
Connecticut
$9.05K
KFI
87
Key Financial Inc
Pennsylvania
$5.04K
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$3K
TCA
89
Transcend Capital Advisors
New Jersey
-$10.8M -1,028,022 Closed
AGM
90
Alpine Global Management
New York
-$3.14M -300,000 Closed
MG
91
Marex Group
-$776K -74,215 Closed
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
-$602K -57,505 Closed
RAM
93
Readystate Asset Management
Illinois
-$198K -18,939 Closed
IA
94
IFG Advisory
Georgia
-$15K -15,000 Closed
HF
95
HRT Financial
New York
-$153K -14,672 Closed
Nomura Holdings
96
Nomura Holdings
Japan
-$131K -12,500 Closed
TIAA Trust, National Association
97
TIAA Trust, National Association
North Carolina
-$129K -12,343 Closed
MCCA
98
Mill Creek Capital Advisors
Pennsylvania
-$127K -12,123 Closed
NA
99
NewEdge Advisors
Louisiana
-$127K -12,100 Closed
WAM
100
Wolverine Asset Management
Illinois
-$37.9K -3,623 Closed

NRK Hedge Fund Activity: Q1 2025 in Review

87 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q1 2025, worth a combined $285M — down 12% from $325M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of NRK and 6 opened new positions — a net loss of 7 holders — while 24 trimmed existing stakes and 25 added.

The largest buyer was Guggenheim Capital, adding an estimated $1.5M. The largest seller was Karpus Investment Management, cutting an estimated $13.8M.

  • 87 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q1 2025, down from 94 in Q4 2024.
  • Funds reported $285M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q1 2025, down 12% quarter-over-quarter.
  • 6 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q1 2025 and 13 closed out, a net change of -7 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q1 2025 was Guggenheim Capital, an estimated $1.5M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q1 2025 was Karpus Investment Management, an estimated $13.8M sold.

Based on aggregated 13F filings for Q1 2025.