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Nuveen New York AMT-Free Quality Municipal Income Fund

62 hedge funds and large institutions have $56M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2013 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

7% more funds holding

Funds holding: 5862 (+4)

1% more capital invested

Capital invested by funds: $55.5M → $56M (+$549K)

0.45% more ownership

Funds ownership: 4.81%5.25% (+0.45%)

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
2.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
12
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$12.6M -$546K -44,351 -4%
Morgan Stanley
2
Morgan Stanley
New York
$6.39M +$586K +47,573 +10%
U
3
UBS
Switzerland
$4.69M +$672K +54,561 +17%
Bank of America
4
Bank of America
North Carolina
$3.87M -$552K -44,832 -12%
Invesco
5
Invesco
Georgia
$3.31M -$1.48M -120,474 -31%
FTCM
6
Fir Tree Capital Management
New York
$2.53M +$2.54M +206,665 New
Citigroup
7
Citigroup
New York
$2.4M -$161K -13,102 -6%
KIM
8
Karpus Investment Management
New York
$2.23M +$2.24M +181,754 New
ACM
9
Argentus Capital Management
Texas
$1.92M -$234K -19,005 -11%
Goldman Sachs
10
Goldman Sachs
New York
$1.76M +$1.77M +143,578 New
TC
11
TFS Capital
Pennsylvania
$1.69M +$1.7M +138,114 New
HK
12
Horizon Kinetics
New York
$1.17M +$7.71K +626 +0.7%
TCM
13
Texan Capital Management
Texas
$1.04M -$355K -28,834 -25%
Wells Fargo
14
Wells Fargo
California
$973K -$32.2K -2,617 -3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$878K +$85.4K +6,935 +11%
LPL Financial
16
LPL Financial
California
$711K +$67.6K +5,489 +10%
HCM
17
Highbridge Capital Management
New York
$674K
HighTower Advisors
18
HighTower Advisors
Illinois
$558K -$20.5K -1,664 -4%
Franklin Resources
19
Franklin Resources
California
$552K +$79.9K +6,488 +17%
CC
20
Courier Capital
New York
$387K
UAS
21
United Asset Strategies
New York
$363K +$15.7K +1,274 +4%
AQR Capital Management
22
AQR Capital Management
Connecticut
$362K +$364K +29,537 New
DA
23
Doliver Advisors
Texas
$284K -$93.7K -7,613 -25%
NRS
24
Neville Rodie & Shaw
New York
$271K
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$271K +$739 +60 +0.3%

NRK Hedge Fund Activity: Q3 2013 in Review

62 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q3 2013, worth a combined $56M — up 0.99% from $55.5M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new NRK positions and 10 closed out — a net gain of 4 holders — while 12 added to existing stakes and 15 trimmed.

The largest buyer was Fir Tree Capital Management, opening a new position worth an estimated $2.54M. The largest seller was Invesco, cutting an estimated $1.48M.

  • 62 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q3 2013, up from 58 in Q2 2013.
  • Funds reported $56M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q3 2013, up 0.99% quarter-over-quarter.
  • 14 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q3 2013 and 10 closed out, a net change of +4 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q3 2013 was Fir Tree Capital Management, an estimated $2.54M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q3 2013 was Invesco, an estimated $1.48M sold.

Based on aggregated 13F filings for Q3 2013.