We are live on ! Find out more
NRK icon

Nuveen New York AMT-Free Quality Municipal Income Fund

67 hedge funds and large institutions have $105M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 12

11% more capital invested

Capital invested by funds: $94.7M → $105M (+$10.6M)

1.71% more ownership

Funds ownership: 7.61%9.31% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

1% less funds holding

Funds holding: 6867 (-1)

Holders
67
Holders Change
-1
Holders Change %
-1.47%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
24
Reduced
12
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$21.3M +$4.94M +377,151 +29%
Morgan Stanley
2
Morgan Stanley
New York
$10.3M +$1.37M +104,341 +15%
MSL
3
Mackay Shields LLC
New York
$8.31M
UBS Group
4
UBS Group
Switzerland
$6.52M -$133K -10,177 -2%
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$5.83M +$2.3M +175,401 +63%
GC
6
Guggenheim Capital
Illinois
$5.71M +$700K +53,472 +14%
EWM
7
Edge Wealth Management
New York
$4.25M +$4.25M +324,890 +4,767%
HighTower Advisors
8
HighTower Advisors
Illinois
$4.15M +$2.26M +172,739 +114%
Bank of America
9
Bank of America
North Carolina
$3.57M +$336K +25,654 +10%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.28M +$66.8K +5,104 +2%
LCM
11
Landscape Capital Management
New Jersey
$3.13M +$2.95M +225,195 +1,188%
NGA
12
Naples Global Advisors
Florida
$3.06M -$180K -13,780 -5%
Wells Fargo
13
Wells Fargo
California
$2.71M +$437K +33,386 +19%
1832 Asset Management
14
1832 Asset Management
Ontario, Canada
$2.66M +$1.31M +100,000 +100%
Citigroup
15
Citigroup
New York
$2.38M -$431K -32,960 -15%
Invesco
16
Invesco
Georgia
$2.19M +$50.3K +3,841 +2%
RJA
17
Raymond James & Associates
Florida
$1.68M +$139K +10,600 +9%
LPL Financial
18
LPL Financial
California
$1.22M -$139K -10,640 -10%
Lazard Asset Management
19
Lazard Asset Management
New York
$778K
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$733K +$13.4K +1,024 +2%
NPC
21
National Planning Corporation
California
$697K
ICA
22
Infrastructure Capital Advisors
New York
$661K +$675K +51,600 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$648K +$73.2K +5,595 +12%
NL
24
NWAM LLC
Washington
$638K
TIM
25
Tortoise Investment Management
New York
$615K -$334K -25,518 -35%

NRK Hedge Fund Activity: Q4 2016 in Review

67 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q4 2016, worth a combined $105M — up 11% from $94.7M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of NRK and 10 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 24 added.

The largest buyer was Karpus Investment Management, adding an estimated $4.94M. The largest seller was Strategic Advisors, exiting entirely with an estimated $1.39M sold.

  • 67 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q4 2016, down from 68 in Q3 2016.
  • Funds reported $105M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q4 2016, up 11% quarter-over-quarter.
  • 10 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q4 2016 and 11 closed out, a net change of -1 holder.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q4 2016 was Karpus Investment Management, an estimated $4.94M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q4 2016 was Strategic Advisors, an estimated $1.39M sold.

Based on aggregated 13F filings for Q4 2016.