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Nuveen New York AMT-Free Quality Municipal Income Fund

69 hedge funds and large institutions have $251M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 13

1% more ownership

Funds ownership: 21.98%22.98% (+1%)

3% more capital invested

Capital invested by funds: $244M → $251M (+$7.38M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less funds holding

Funds holding: 7569 (-6)

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
69
Holders Change
-6
Holders Change %
-8%
% of All Funds
1.51%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
4
Increased
25
Reduced
13
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
$102M +$3.3M +246,292 +3%
SCM
2
Saba Capital Management
New York
$31.2M +$777K +58,073 +3%
CC
3
Claybrook Capital
Massachusetts
$12.7M -$1.01M -75,505 -7%
Morgan Stanley
4
Morgan Stanley
New York
$10.8M -$157K -11,732 -1%
MSL
5
Mackay Shields LLC
New York
$8.73M
COLIM
6
City of London Investment Management
United Kingdom
$8.44M +$147K +11,000 +2%
EWM
7
Edge Wealth Management
New York
$8.26M -$457K -34,125 -5%
HighTower Advisors
8
HighTower Advisors
Illinois
$6.53M -$39.3K -2,937 -0.6%
GC
9
Guggenheim Capital
Illinois
$5.54M +$319K +23,838 +6%
1832 Asset Management
10
1832 Asset Management
Ontario, Canada
$5.39M
TIM
11
Tortoise Investment Management
New York
$4.53M -$317K -23,650 -7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.08M +$81.1K +6,061 +2%
UBS Group
13
UBS Group
Switzerland
$3.24M -$92.1K -6,883 -3%
SIA
14
Sit Investment Associates
Minnesota
$3.11M -$25.4K -1,900 -0.8%
DWM
15
Dakota Wealth Management
Florida
$3.04M +$63.8K +4,766 +2%
Bank of America
16
Bank of America
North Carolina
$2.81M -$122K -9,137 -4%
Citigroup
17
Citigroup
New York
$2.21M +$321K +23,963 +17%
Wells Fargo
18
Wells Fargo
California
$2.19M +$48.5K +3,621 +2%
PCM
19
PenderFund Capital Management
British Columbia, Canada
$2.14M
SA
20
Strategic Advisors
New York
$2.12M +$2.11M +157,279 New
NCM
21
Next Capital Management
New York
$1.98M
FM
22
Family Management
New York
$1.76M +$89.6K +6,698 +5%
RJA
23
Raymond James & Associates
Florida
$1.52M +$17.5K +1,310 +1%
Invesco
24
Invesco
Georgia
$1.45M +$58.8K +4,395 +4%
NGA
25
Naples Global Advisors
Florida
$1.44M +$3.68K +275 +0.3%

NRK Hedge Fund Activity: Q3 2019 in Review

69 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q3 2019, worth a combined $251M — up 3% from $244M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NRK and 4 opened new positions — a net loss of 6 holders — while 13 trimmed existing stakes and 25 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $10.6M. The largest seller was Landscape Capital Management, cutting an estimated $2.79M.

  • 69 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q3 2019, down from 75 in Q2 2019.
  • Funds reported $251M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q3 2019, up 3% quarter-over-quarter.
  • 4 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q3 2019 and 10 closed out, a net change of -6 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q3 2019 was Rivernorth Capital Management, an estimated $10.6M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q3 2019 was Landscape Capital Management, an estimated $2.79M sold.

Based on aggregated 13F filings for Q3 2019.