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Nuveen New York AMT-Free Quality Municipal Income Fund

62 hedge funds and large institutions have $73.5M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

5% more funds holding

Funds holding: 5962 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.27% less ownership

Funds ownership: 6.74%6.47% (-0.27%)

3% less capital invested

Capital invested by funds: $76.2M → $73.5M (-$2.65M)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
14
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
6CM
1
683 Capital Management
New York
$17.4M
Morgan Stanley
2
Morgan Stanley
New York
$10.6M +$1.09M +83,768 +11%
UBS Group
3
UBS Group
Switzerland
$5.83M +$5.86M +452,284 New
GC
4
Guggenheim Capital
Illinois
$4.27M -$1.81M -139,508 -30%
TCM
5
TAM Capital Management
Connecticut
$3.8M +$3.82M +294,906 New
Bank of America
6
Bank of America
North Carolina
$2.83M -$273K -21,073 -9%
Wells Fargo
7
Wells Fargo
California
$2.5M -$76.7K -5,917 -3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.89M -$15.5K -1,199 -0.8%
Goldman Sachs
9
Goldman Sachs
New York
$1.86M -$43.2K -3,329 -2%
Invesco
10
Invesco
Georgia
$1.72M +$129K +9,913 +8%
Citigroup
11
Citigroup
New York
$1.59M -$161K -12,449 -9%
AQR Capital Management
12
AQR Capital Management
Connecticut
$1.52M +$138K +10,626 +10%
KIM
13
Karpus Investment Management
New York
$1.47M -$1.85M -142,532 -56%
Deutsche Bank
14
Deutsche Bank
Germany
$1.43M +$466K +35,970 +48%
NGA
15
Naples Global Advisors
Florida
$1.32M +$1.32M +102,135 New
LPL Financial
16
LPL Financial
California
$1.25M +$272K +20,967 +28%
Cohen & Steers
17
Cohen & Steers
New York
$1.14M -$425K -32,788 -27%
LCM
18
Landscape Capital Management
New Jersey
$794K +$160K +12,332 +25%
TC
19
TFS Capital
Pennsylvania
$777K -$249K -19,230 -24%
Lazard Asset Management
20
Lazard Asset Management
New York
$736K
HCM
21
Highbridge Capital Management
New York
$710K
Ameriprise
22
Ameriprise
Minnesota
$589K +$117K +9,053 +25%
HighTower Advisors
23
HighTower Advisors
Illinois
$486K -$73.6K -5,678 -13%
SG Americas Securities
24
SG Americas Securities
New York
$483K +$486K +37,480 New
DA
25
Doliver Advisors
Texas
$462K -$494K -38,083 -52%

NRK Hedge Fund Activity: Q4 2014 in Review

62 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q4 2014, worth a combined $73.5M — down 3.5% from $76.2M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NRK positions and 9 closed out — a net gain of 4 holders — while 14 added to existing stakes and 15 trimmed.

The largest buyer was Naples Global Advisors, opening a new position worth an estimated $1.32M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $5.92M.

  • 62 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q4 2014, up from 59 in Q3 2014.
  • Funds reported $73.5M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q4 2014, down 3.5% quarter-over-quarter.
  • 13 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q4 2014 and 9 closed out, a net change of +4 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q4 2014 was Naples Global Advisors, an estimated $1.32M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q4 2014 was Cambridge Investment Research Advisors, an estimated $5.92M sold.

Based on aggregated 13F filings for Q4 2014.