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Nuveen New York AMT-Free Quality Municipal Income Fund

101 hedge funds and large institutions have $333M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 19

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

4% more funds holding

Funds holding: 97101 (+4)

1% more capital invested

Capital invested by funds: $329M → $333M (+$3.12M)

0.26% more ownership

Funds ownership: 27.37%27.63% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
101
Holders Change
+4
Holders Change %
+4.12%
% of All Funds
1.55%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
34
Reduced
19
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
$165M +$2.84M +206,414 +2%
RCM
2
Rivernorth Capital Management
Florida
$34.1M -$1.99M -144,161 -6%
SCM
3
Saba Capital Management
New York
$11.3M -$1.59M -115,345 -12%
CC
4
Claybrook Capital
Massachusetts
$10.9M
MSL
5
Mackay Shields LLC
New York
$10.9M
Bank of America
6
Bank of America
North Carolina
$7.49M +$227K +16,441 +3%
Morgan Stanley
7
Morgan Stanley
New York
$7.35M +$280K +20,331 +4%
GC
8
Guggenheim Capital
Illinois
$5.75M +$136K +9,871 +2%
FFG
9
Frisch Financial Group
New York
$4.98M -$5.75K -417 -0.1%
DWM
10
Dakota Wealth Management
Florida
$4.75M +$2.99K +217 +0.1%
HWAM
11
Hennion & Walsh Asset Management
New Jersey
$4.49M +$789K +57,251 +21%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.48M +$204K +14,807 +5%
UBS Group
13
UBS Group
Switzerland
$4.26M +$45.8K +3,321 +1%
HighTower Advisors
14
HighTower Advisors
Illinois
$4.24M -$285K -20,708 -6%
Wells Fargo
15
Wells Fargo
California
$3.34M -$1.53M -111,192 -31%
JP Morgan Chase
16
JP Morgan Chase
New York
$3.13M
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$2.92M
TIM
18
Tortoise Investment Management
New York
$2.69M -$48.2K -3,500 -2%
SIA
19
Sit Investment Associates
Minnesota
$2.06M +$578K +41,963 +39%
Fiera Capital (Canada)
20
Fiera Capital (Canada)
Quebec, Canada
$2.04M +$1.62M +117,626 +391%
NCM
21
Next Capital Management
New York
$2M
RCM
22
Robinson Capital Management
Michigan
$1.82M -$183K -13,249 -9%
V
23
Veritable
Delaware
$1.49M +$496K +36,000 +50%
Allspring Global Investments
24
Allspring Global Investments
North Carolina
$1.37M +$1.37M +99,436 New
NGA
25
Naples Global Advisors
Florida
$1.36M +$138 +10 +0%

NRK Hedge Fund Activity: Q4 2021 in Review

101 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q4 2021, worth a combined $333M — up 0.95% from $329M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NRK positions and 9 closed out — a net gain of 4 holders — while 34 added to existing stakes and 19 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $2.84M. The largest seller was Rivernorth Capital Management, cutting an estimated $1.99M.

  • 101 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q4 2021, up from 97 in Q3 2021.
  • Funds reported $333M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q4 2021, up 0.95% quarter-over-quarter.
  • 13 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q4 2021 and 9 closed out, a net change of +4 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q4 2021 was Karpus Investment Management, an estimated $2.84M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q4 2021 was Rivernorth Capital Management, an estimated $1.99M sold.

Based on aggregated 13F filings for Q4 2021.