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Nuveen New York AMT-Free Quality Municipal Income Fund

76 hedge funds and large institutions have $106M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

12% more funds holding

Funds holding: 6876 (+8)

0.24% less ownership

Funds ownership: 9.49%9.26% (-0.24%)

1% less capital invested

Capital invested by funds: $108M → $106M (-$1.32M)

11% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 19

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
76
Holders Change
+8
Holders Change %
+11.76%
% of All Funds
1.89%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
17
Reduced
19
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$23.6M +$265K +20,210 +1%
Morgan Stanley
2
Morgan Stanley
New York
$12M +$1.14M +86,665 +10%
MSL
3
Mackay Shields LLC
New York
$8.5M
GC
4
Guggenheim Capital
Illinois
$6.54M +$420K +32,036 +7%
UBS Group
5
UBS Group
Switzerland
$4.69M -$1.8M -137,410 -28%
EWM
6
Edge Wealth Management
New York
$4.47M -$44.7K -3,411 -1%
HighTower Advisors
7
HighTower Advisors
Illinois
$4.47M +$183K +13,980 +4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.07M +$724K +55,188 +22%
Bank of America
9
Bank of America
North Carolina
$3.69M +$241K +18,389 +7%
NGA
10
Naples Global Advisors
Florida
$3.09M -$13.4K -1,025 -0.4%
Wells Fargo
11
Wells Fargo
California
$3.04M -$104K -7,921 -3%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$2.95M +$1.64M +125,000 +125%
Citigroup
13
Citigroup
New York
$2.43M -$28K -2,137 -1%
Invesco
14
Invesco
Georgia
$2.17M -$120K -9,145 -5%
Fiera Capital (Canada)
15
Fiera Capital (Canada)
Quebec, Canada
$2.08M -$4.07M -310,134 -66%
LCM
16
Landscape Capital Management
New Jersey
$1.6M -$3M -229,073 -65%
RJA
17
Raymond James & Associates
Florida
$1.51M -$353K -26,895 -19%
LPL Financial
18
LPL Financial
California
$841K -$442K -33,705 -34%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$714K -$29.6K -2,260 -4%
NPC
20
National Planning Corporation
California
$711K
ICA
21
Infrastructure Capital Advisors
New York
$676K
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$663K -$2.01K -153 -0.3%
NL
23
NWAM LLC
Washington
$652K
SWM
24
Stockman Wealth Management
Montana
$575K
SA
25
Strategic Advisors
New York
$569K +$569K +43,368 New

NRK Hedge Fund Activity: Q2 2017 in Review

76 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q2 2017, worth a combined $106M — down 1.2% from $108M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NRK positions and 3 closed out — a net gain of 9 holders — while 17 added to existing stakes and 19 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $1.64M. The largest seller was Fiera Capital (Canada), cutting an estimated $4.07M.

  • 76 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q2 2017, up from 68 in Q1 2017.
  • Funds reported $106M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q2 2017, down 1.2% quarter-over-quarter.
  • 12 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q2 2017 and 3 closed out, a net change of +9 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q2 2017 was 1832 Asset Management, an estimated $1.64M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q2 2017 was Fiera Capital (Canada), an estimated $4.07M sold.

Based on aggregated 13F filings for Q2 2017.