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Nuveen New York AMT-Free Quality Municipal Income Fund

80 hedge funds and large institutions have $169M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

18% more capital invested

Capital invested by funds: $143M → $169M (+$26.1M)

2.34% more ownership

Funds ownership: 13.36%15.7% (+2.3%)

5% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 21

2% less funds holding

Funds holding: 8280 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
80
Holders Change
-2
Holders Change %
-2.44%
% of All Funds
1.83%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
6
Increased
22
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$57.7M +$19.9M +1,650,629 +54%
CC
2
Claybrook Capital
Massachusetts
$12.4M +$9.68K +801 +0.1%
Morgan Stanley
3
Morgan Stanley
New York
$12.3M -$170K -14,049 -1%
MSL
4
Mackay Shields LLC
New York
$7.93M
EWM
5
Edge Wealth Management
New York
$6.83M +$515K +42,651 +8%
HighTower Advisors
6
HighTower Advisors
Illinois
$5.96M +$1.59M +131,371 +37%
GC
7
Guggenheim Capital
Illinois
$5.69M -$555K -45,934 -9%
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$5.37M +$1.65M +136,758 +45%
1832 Asset Management
9
1832 Asset Management
Ontario, Canada
$4.89M
COLIM
10
City of London Investment Management
United Kingdom
$4.48M +$2.78M +230,114 +169%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.95M -$339K -28,066 -8%
UBS Group
12
UBS Group
Switzerland
$3.86M -$284K -23,476 -7%
Bank of America
13
Bank of America
North Carolina
$3.19M -$246K -20,399 -7%
LCM
14
Landscape Capital Management
New Jersey
$3.12M +$463K +38,341 +18%
Wells Fargo
15
Wells Fargo
California
$2.59M +$192K +15,881 +8%
NGA
16
Naples Global Advisors
Florida
$2.46M -$57.1K -4,725 -2%
TIM
17
Tortoise Investment Management
New York
$2.31M -$2.36M -195,602 -51%
Citigroup
18
Citigroup
New York
$2.23M +$293K +24,229 +15%
CRC
19
Curi RMB Capital
Illinois
$1.53M +$991K +82,031 +189%
Invesco
20
Invesco
Georgia
$1.52M -$189K -15,635 -11%
RJA
21
Raymond James & Associates
Florida
$1.45M -$255K -21,086 -15%
RCM
22
Robinson Capital Management
Michigan
$1.28M +$440K +36,420 +53%
MIG
23
Mariner Investment Group
New York
$1.27M +$1.25M +103,788 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.06M +$384K +31,806 +58%
AG
25
Advisor Group
Arizona
$917K +$15.1K +1,246 +2%

NRK Hedge Fund Activity: Q2 2018 in Review

80 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q2 2018, worth a combined $169M — up 18% from $143M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of NRK and 6 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 22 added.

The largest buyer was Karpus Investment Management, adding an estimated $19.9M. The largest seller was Tortoise Investment Management, cutting an estimated $2.36M.

  • 80 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q2 2018, down from 82 in Q1 2018.
  • Funds reported $169M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q2 2018, up 18% quarter-over-quarter.
  • 6 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q2 2018 and 8 closed out, a net change of -2 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q2 2018 was Karpus Investment Management, an estimated $19.9M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q2 2018 was Tortoise Investment Management, an estimated $2.36M sold.

Based on aggregated 13F filings for Q2 2018.