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Nuveen New York AMT-Free Quality Municipal Income Fund

59 hedge funds and large institutions have $66.7M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

1% more capital invested

Capital invested by funds: $66M → $66.7M (+$704K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.09% less ownership

Funds ownership: 5.85%5.76% (-0.09%)

2% less funds holding

Funds holding: 6059 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
59
Holders Change
-1
Holders Change %
-1.67%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
15
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
6CM
1
683 Capital Management
New York
$17.7M -$270K -20,700 -2%
Morgan Stanley
2
Morgan Stanley
New York
$8.85M +$2.33M +178,069 +36%
GC
3
Guggenheim Capital
Illinois
$6.4M -$2.01M -153,695 -24%
U
4
UBS
Switzerland
$5.18M +$60.4K +4,619 +1%
Bank of America
5
Bank of America
North Carolina
$3.04M +$386K +29,506 +15%
Wells Fargo
6
Wells Fargo
California
$2.51M -$161K -12,349 -6%
KIM
7
Karpus Investment Management
New York
$2.43M -$1.38M -105,456 -36%
Goldman Sachs
8
Goldman Sachs
New York
$1.88M -$4.43K -339 -0.2%
Citigroup
9
Citigroup
New York
$1.86M -$28.3K -2,168 -2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.72M +$176K +13,506 +11%
Invesco
11
Invesco
Georgia
$1.61M -$96.2K -7,359 -6%
Cohen & Steers
12
Cohen & Steers
New York
$1.59M +$58.8K +4,500 +4%
AQR Capital Management
13
AQR Capital Management
Connecticut
$1.22M -$38.1K -2,915 -3%
LPL Financial
14
LPL Financial
California
$928K +$188K +14,414 +26%
HK
15
Horizon Kinetics
New York
$791K -$18K -1,375 -2%
Lazard Asset Management
16
Lazard Asset Management
New York
$748K
HCM
17
Highbridge Capital Management
New York
$722K
Deutsche Bank
18
Deutsche Bank
Germany
$645K +$166K +12,676 +35%
TC
19
TFS Capital
Pennsylvania
$604K +$602K +46,108 New
HighTower Advisors
20
HighTower Advisors
Illinois
$569K -$9.98K -764 -2%
RJA
21
Raymond James & Associates
Florida
$530K -$13.5K -1,031 -2%
PA
22
Pinnacle Associates
New York
$442K +$170K +13,020 +63%
LCM
23
Landscape Capital Management
New Jersey
$408K +$406K +31,103 New
Ameriprise
24
Ameriprise
Minnesota
$360K +$172K +13,151 +92%
ACM
25
Argentus Capital Management
Texas
$319K -$5.23K -400 -2%

NRK Hedge Fund Activity: Q2 2014 in Review

59 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q2 2014, worth a combined $66.7M — up 1.1% from $66M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of NRK and 5 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 15 added.

The largest buyer was Morgan Stanley, adding an estimated $2.33M. The largest seller was Guggenheim Capital, cutting an estimated $2.01M.

  • 59 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q2 2014, down from 60 in Q1 2014.
  • Funds reported $66.7M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q2 2014, up 1.1% quarter-over-quarter.
  • 5 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q2 2014 and 6 closed out, a net change of -1 holder.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q2 2014 was Morgan Stanley, an estimated $2.33M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q2 2014 was Guggenheim Capital, an estimated $2.01M sold.

Based on aggregated 13F filings for Q2 2014.