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Nuveen New York AMT-Free Quality Municipal Income Fund

59 hedge funds and large institutions have $61.5M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $56M → $61.5M (+$5.45M)

0.48% more ownership

Funds ownership: 5.25%5.73% (+0.48%)

5% less funds holding

Funds holding: 6259 (-3)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

35% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 17

Holders
59
Holders Change
-3
Holders Change %
-4.84%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
11
Reduced
17
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
6CM
1
683 Capital Management
New York
$16.9M +$16.5M +1,372,300 New
GC
2
Guggenheim Capital
Illinois
$8.53M -$3.98M -330,971 -32%
Morgan Stanley
3
Morgan Stanley
New York
$6.1M -$307K -25,560 -5%
U
4
UBS
Switzerland
$5.06M +$345K +28,719 +7%
KIM
5
Karpus Investment Management
New York
$3.7M +$1.44M +119,334 +66%
Bank of America
6
Bank of America
North Carolina
$2.56M -$1.3M -108,014 -34%
Invesco
7
Invesco
Georgia
$1.9M -$1.39M -115,800 -43%
Citigroup
8
Citigroup
New York
$1.76M -$636K -52,892 -27%
Goldman Sachs
9
Goldman Sachs
New York
$1.76M -$5.57K -463 -0.3%
Wells Fargo
10
Wells Fargo
California
$1.44M +$451K +37,476 +47%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.39M +$494K +41,068 +57%
AQR Capital Management
12
AQR Capital Management
Connecticut
$1.14M +$761K +63,234 +214%
HK
13
Horizon Kinetics
New York
$776K -$393K -32,643 -34%
SG Americas Securities
14
SG Americas Securities
New York
$771K +$755K +62,811 New
LPL Financial
15
LPL Financial
California
$700K -$34.5K -2,868 -5%
HCM
16
Highbridge Capital Management
New York
$676K
HighTower Advisors
17
HighTower Advisors
Illinois
$535K -$23.7K -1,971 -4%
RJA
18
Raymond James & Associates
Florida
$509K +$277K +23,000 +125%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$449K +$173K +14,393 +65%
Deutsche Bank
20
Deutsche Bank
Germany
$396K +$358K +29,745 +1,151%
ACM
21
Argentus Capital Management
Texas
$370K -$1.53M -127,035 -81%
CC
22
Courier Capital
New York
$343K -$44.2K -3,673 -12%
UAS
23
United Asset Strategies
New York
$331K -$32.3K -2,688 -9%
Jane Street
24
Jane Street
New York
$295K +$289K +23,991 New
NRS
25
Neville Rodie & Shaw
New York
$272K

NRK Hedge Fund Activity: Q4 2013 in Review

59 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q4 2013, worth a combined $61.5M — up 9.7% from $56M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of NRK and 10 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 11 added.

The largest buyer was 683 Capital Management, opening a new position worth an estimated $16.5M. The largest seller was Guggenheim Capital, cutting an estimated $3.98M.

  • 59 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q4 2013, down from 62 in Q3 2013.
  • Funds reported $61.5M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q4 2013, up 9.7% quarter-over-quarter.
  • 10 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q4 2013 and 13 closed out, a net change of -3 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q4 2013 was 683 Capital Management, an estimated $16.5M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q4 2013 was Guggenheim Capital, an estimated $3.98M sold.

Based on aggregated 13F filings for Q4 2013.