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Nuveen New York AMT-Free Quality Municipal Income Fund

91 hedge funds and large institutions have $325M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more funds holding

Funds holding: 9091 (+1)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

4% more capital invested

Capital invested by funds: $314M → $325M (+$11.2M)

0.7% more ownership

Funds ownership: 26.49%27.2% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 25

Holders
91
Holders Change
+1
Holders Change %
+1.11%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
24
Reduced
25
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$188M +$28.8M +2,131,886 +18%
SCM
2
Saba Capital Management
New York
$16.8M -$14M -1,038,030 -46%
RCM
3
Rivernorth Capital Management
Florida
$14.5M +$2.55M +188,246 +22%
CC
4
Claybrook Capital
Massachusetts
$10.8M
MSL
5
Mackay Shields LLC
New York
$8.85M
Morgan Stanley
6
Morgan Stanley
New York
$7.66M -$1.07M -79,220 -12%
Bank of America
7
Bank of America
North Carolina
$7.58M +$2.64M +195,358 +54%
GC
8
Guggenheim Capital
Illinois
$4.95M +$233K +17,209 +5%
FFG
9
Frisch Financial Group
New York
$4.91M +$4.86M +359,780 New
DWM
10
Dakota Wealth Management
Florida
$4.71M +$229K +16,947 +5%
Wells Fargo
11
Wells Fargo
California
$4.56M +$241K +17,806 +6%
HighTower Advisors
12
HighTower Advisors
Illinois
$4.54M -$2.85M -210,637 -39%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.98M +$119K +8,796 +3%
UBS Group
14
UBS Group
Switzerland
$3.77M -$53.3K -3,942 -1%
TIM
15
Tortoise Investment Management
New York
$3.24M -$141K -10,400 -4%
JP Morgan Chase
16
JP Morgan Chase
New York
$2.95M
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$2.61M +$1.42M +105,327 +123%
NCM
18
Next Capital Management
New York
$2.08M
Fiera Capital (Canada)
19
Fiera Capital (Canada)
Quebec, Canada
$1.81M -$1.37M -101,589 -43%
RCM
20
Robinson Capital Management
Michigan
$1.71M -$473K -35,000 -22%
NGA
21
Naples Global Advisors
Florida
$1.38M -$31.4K -2,320 -2%
HKAM
22
Horizon Kinetics Asset Management
New York
$1.35M
WCMNY
23
Westchester Capital Management (New York)
New York
$1.22M
HWAM
24
Hennion & Walsh Asset Management
New Jersey
$1.19M +$1.18M +87,384 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.01M -$39.5K -2,925 -4%

NRK Hedge Fund Activity: Q1 2021 in Review

91 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q1 2021, worth a combined $325M — up 3.6% from $314M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NRK positions and 11 closed out — a net gain of 1 holder — while 24 added to existing stakes and 25 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $28.8M. The largest seller was Saba Capital Management, cutting an estimated $14M.

  • 91 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q1 2021, up from 90 in Q4 2020.
  • Funds reported $325M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q1 2021, up 3.6% quarter-over-quarter.
  • 12 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q1 2021 and 11 closed out, a net change of +1 holder.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q1 2021 was Karpus Investment Management, an estimated $28.8M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q1 2021 was Saba Capital Management, an estimated $14M sold.

Based on aggregated 13F filings for Q1 2021.