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Nuveen New York AMT-Free Quality Municipal Income Fund

97 hedge funds and large institutions have $329M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

59% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 22

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

5% more funds holding

Funds holding: 9297 (+5)

0.92% more ownership

Funds ownership: 26.45%27.37% (+0.92%)

1% more capital invested

Capital invested by funds: $327M → $329M (+$2.83M)

Holders
97
Holders Change
+5
Holders Change %
+5.43%
% of All Funds
1.7%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
10
Increased
35
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$162M -$12.6M -884,996 -7%
RCM
2
Rivernorth Capital Management
Florida
$36.2M +$6.99M +492,850 +23%
SCM
3
Saba Capital Management
New York
$12.9M -$1.12M -78,790 -8%
CC
4
Claybrook Capital
Massachusetts
$11M +$11.2M +792,367 New
MSL
5
Mackay Shields LLC
New York
$10.9M +$2.03M +142,815 +22%
Bank of America
6
Bank of America
North Carolina
$7.28M -$223K -15,727 -3%
Morgan Stanley
7
Morgan Stanley
New York
$7.09M +$250K +17,647 +4%
GC
8
Guggenheim Capital
Illinois
$5.63M +$434K +30,633 +8%
FFG
9
Frisch Financial Group
New York
$5M +$40.5K +2,856 +0.8%
Wells Fargo
10
Wells Fargo
California
$4.88M -$548K -38,611 -10%
DWM
11
Dakota Wealth Management
Florida
$4.76M +$137K +9,687 +3%
HighTower Advisors
12
HighTower Advisors
Illinois
$4.54M -$245K -17,276 -5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.29M -$51.3K -3,620 -1%
UBS Group
14
UBS Group
Switzerland
$4.23M +$458K +32,274 +12%
HWAM
15
Hennion & Walsh Asset Management
New Jersey
$3.71M +$1.66M +117,091 +77%
JP Morgan Chase
16
JP Morgan Chase
New York
$3.14M +$159K +11,197 +5%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$2.93M +$147K +10,381 +5%
TIM
18
Tortoise Investment Management
New York
$2.75M -$528K -37,240 -16%
NCM
19
Next Capital Management
New York
$2M -$108K -7,588 -5%
RCM
20
Robinson Capital Management
Michigan
$2M +$284K +20,000 +16%
AAS
21
Avantax Advisory Services
Texas
$1.58M +$99.3K +7,002 +7%
SIA
22
Sit Investment Associates
Minnesota
$1.48M +$1.5M +105,879 +8,823%
NGA
23
Naples Global Advisors
Florida
$1.37M -$21.3K -1,500 -1%
HKAM
24
Horizon Kinetics Asset Management
New York
$1.37M
WCMNY
25
Westchester Capital Management (New York)
New York
$1.24M

NRK Hedge Fund Activity: Q3 2021 in Review

97 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q3 2021, worth a combined $329M — up 0.87% from $327M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NRK positions and 5 closed out — a net gain of 5 holders — while 35 added to existing stakes and 22 trimmed.

The largest buyer was Claybrook Capital, opening a new position worth an estimated $11.2M. The largest seller was Karpus Investment Management, cutting an estimated $12.6M.

  • 97 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q3 2021, up from 92 in Q2 2021.
  • Funds reported $329M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q3 2021, up 0.87% quarter-over-quarter.
  • 10 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q3 2021 and 5 closed out, a net change of +5 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q3 2021 was Claybrook Capital, an estimated $11.2M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q3 2021 was Karpus Investment Management, an estimated $12.6M sold.

Based on aggregated 13F filings for Q3 2021.