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Nuveen New York AMT-Free Quality Municipal Income Fund

90 hedge funds and large institutions have $314M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

7% more capital invested

Capital invested by funds: $294M → $314M (+$20M)

6% more funds holding

Funds holding: 8590 (+5)

0.4% more ownership

Funds ownership: 26.1%26.49% (+0.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

15% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 26

Holders
90
Holders Change
+5
Holders Change %
+5.88%
% of All Funds
1.59%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
22
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$157M +$1.59M +120,992 +1%
SCM
2
Saba Capital Management
New York
$30.7M +$11.8M +902,557 +66%
RCM
3
Rivernorth Capital Management
Florida
$11.8M -$5.03M -383,329 -31%
CC
4
Claybrook Capital
Massachusetts
$10.7M
MSL
5
Mackay Shields LLC
New York
$8.78M
Morgan Stanley
6
Morgan Stanley
New York
$8.67M -$137K -10,454 -2%
HighTower Advisors
7
HighTower Advisors
Illinois
$7.35M +$74.1K +5,652 +1%
SIA
8
Sit Investment Associates
Minnesota
$7.06M -$480K -36,596 -7%
1832 Asset Management
9
1832 Asset Management
Ontario, Canada
$5.42M
Bank of America
10
Bank of America
North Carolina
$4.87M +$368K +28,046 +8%
GC
11
Guggenheim Capital
Illinois
$4.68M -$314K -23,943 -6%
DWM
12
Dakota Wealth Management
Florida
$4.44M +$141K +10,756 +3%
Wells Fargo
13
Wells Fargo
California
$4.28M +$1.17M +89,292 +39%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.83M -$144K -10,957 -4%
UBS Group
15
UBS Group
Switzerland
$3.79M -$582K -44,376 -14%
TIM
16
Tortoise Investment Management
New York
$3.35M -$180K -13,765 -5%
Fiera Capital (Canada)
17
Fiera Capital (Canada)
Quebec, Canada
$3.17M +$47.7K +3,637 +2%
JP Morgan Chase
18
JP Morgan Chase
New York
$2.92M
RCM
19
Robinson Capital Management
Michigan
$2.16M +$2.09M +159,770 New
NCM
20
Next Capital Management
New York
$2.06M +$27.8K +2,121 +1%
NGA
21
Naples Global Advisors
Florida
$1.39M +$14.4K +1,100 +1%
HKAM
22
Horizon Kinetics Asset Management
New York
$1.34M
WCMNY
23
Westchester Capital Management (New York)
New York
$1.21M -$1.17M -88,900 -50%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$1.16M -$733K -55,875 -39%
CRC
25
Curi RMB Capital
Illinois
$1.16M -$515K -39,311 -31%

NRK Hedge Fund Activity: Q4 2020 in Review

90 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q4 2020, worth a combined $314M — up 6.8% from $294M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new NRK positions and 9 closed out — a net gain of 5 holders — while 22 added to existing stakes and 26 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $11.8M. The largest seller was Rivernorth Capital Management, cutting an estimated $5.03M.

  • 90 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q4 2020, up from 85 in Q3 2020.
  • Funds reported $314M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q4 2020, up 6.8% quarter-over-quarter.
  • 14 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q4 2020 and 9 closed out, a net change of +5 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q4 2020 was Saba Capital Management, an estimated $11.8M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q4 2020 was Rivernorth Capital Management, an estimated $5.03M sold.

Based on aggregated 13F filings for Q4 2020.