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Nuveen New York AMT-Free Quality Municipal Income Fund

71 hedge funds and large institutions have $106M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

0.16% less ownership

Funds ownership: 9.26%9.1% (-0.16%)

0% less capital invested

Capital invested by funds: $106M → $106M (-$410K)

7% less funds holding

Funds holding: 7671 (-5)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
71
Holders Change
-5
Holders Change %
-6.58%
% of All Funds
1.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
23
Reduced
16
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$23M -$767K -57,746 -3%
Morgan Stanley
2
Morgan Stanley
New York
$12.2M +$107K +8,067 +0.9%
MSL
3
Mackay Shields LLC
New York
$8.56M
GC
4
Guggenheim Capital
Illinois
$6.88M +$298K +22,427 +4%
UBS Group
5
UBS Group
Switzerland
$5.11M +$392K +29,498 +8%
HighTower Advisors
6
HighTower Advisors
Illinois
$4.6M +$104K +7,811 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.38M +$282K +21,246 +7%
EWM
8
Edge Wealth Management
New York
$4.28M -$193K -14,545 -4%
Bank of America
9
Bank of America
North Carolina
$3.6M -$120K -9,056 -3%
NGA
10
Naples Global Advisors
Florida
$3.12M +$5.31K +400 +0.2%
1832 Asset Management
11
1832 Asset Management
Ontario, Canada
$2.88M
Wells Fargo
12
Wells Fargo
California
$2.87M -$188K -14,169 -6%
Citigroup
13
Citigroup
New York
$2.48M +$31.1K +2,345 +1%
Fiera Capital (Canada)
14
Fiera Capital (Canada)
Quebec, Canada
$2.33M +$231K +17,374 +11%
Invesco
15
Invesco
Georgia
$2.06M -$125K -9,431 -6%
RJA
16
Raymond James & Associates
Florida
$1.53M +$5.93K +447 +0.4%
LCM
17
Landscape Capital Management
New Jersey
$1.51M -$103K -7,774 -6%
TIM
18
Tortoise Investment Management
New York
$775K +$237K +17,830 +44%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$748K +$80.5K +6,062 +12%
LPL Financial
20
LPL Financial
California
$745K -$103K -7,753 -12%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$719K +$677 +51 +0.1%
NPC
22
National Planning Corporation
California
$713K
ICA
23
Infrastructure Capital Advisors
New York
$668K -$13.3K -1,000 -2%
NL
24
NWAM LLC
Washington
$657K
SWM
25
Stockman Wealth Management
Montana
$579K -$582K -43,862 Closed

NRK Hedge Fund Activity: Q3 2017 in Review

71 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q3 2017, worth a combined $106M — down 0.39% from $106M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NRK and 5 opened new positions — a net loss of 5 holders — while 16 trimmed existing stakes and 23 added.

The largest buyer was UBS Group, adding an estimated $392K. The largest seller was Karpus Investment Management, cutting an estimated $767K.

  • 71 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q3 2017, down from 76 in Q2 2017.
  • Funds reported $106M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q3 2017, down 0.39% quarter-over-quarter.
  • 5 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q3 2017 and 10 closed out, a net change of -5 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q3 2017 was UBS Group, an estimated $392K added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q3 2017 was Karpus Investment Management, an estimated $767K sold.

Based on aggregated 13F filings for Q3 2017.