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Nuveen New York AMT-Free Quality Municipal Income Fund

106 hedge funds and large institutions have $299M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

5% more funds holding

Funds holding: 101106 (+5)

0.6% more ownership

Funds ownership: 27.63%28.23% (+0.6%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less capital invested

Capital invested by funds: $333M → $299M (-$33.6M)

21% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 33

Holders
106
Holders Change
+5
Holders Change %
+4.95%
% of All Funds
1.67%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
26
Reduced
33
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
$133M -$12.7M -996,928 -8%
RCM
2
Rivernorth Capital Management
Florida
$41.3M +$11.9M +933,708 +38%
SCM
3
Saba Capital Management
New York
$9.79M -$161K -12,603 -2%
CC
4
Claybrook Capital
Massachusetts
$9.62M
MSL
5
Mackay Shields LLC
New York
$9.61M
Morgan Stanley
6
Morgan Stanley
New York
$5.97M -$531K -41,615 -8%
Bank of America
7
Bank of America
North Carolina
$5.83M -$803K -62,959 -12%
GC
8
Guggenheim Capital
Illinois
$5.49M +$454K +35,610 +9%
HWAM
9
Hennion & Walsh Asset Management
New Jersey
$5.1M +$1.2M +94,211 +29%
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$5.07M +$3.44M +269,931 +183%
FFG
11
Frisch Financial Group
New York
$4.42M +$46.7K +3,659 +1%
DWM
12
Dakota Wealth Management
Florida
$4.04M -$150K -11,788 -3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.64M -$317K -24,824 -8%
HighTower Advisors
14
HighTower Advisors
Illinois
$3.62M -$112K -8,801 -3%
UBS Group
15
UBS Group
Switzerland
$3.5M -$264K -20,718 -7%
Wells Fargo
16
Wells Fargo
California
$3.13M +$198K +15,508 +6%
JP Morgan Chase
17
JP Morgan Chase
New York
$2.76M
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$2.55M -$20.4K -1,600 -0.8%
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$2.38M +$1.23M +96,734 +97%
TIM
20
Tortoise Investment Management
New York
$2.2M -$178K -13,930 -7%
RCM
21
Robinson Capital Management
Michigan
$2.02M +$452K +35,422 +27%
NCM
22
Next Capital Management
New York
$1.76M
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.63M +$1.28M +100,003 +289%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.41M +$229K +17,916 +18%
V
25
Veritable
Delaware
$1.3M -$16.1K -1,261 -1%

NRK Hedge Fund Activity: Q1 2022 in Review

106 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q1 2022, worth a combined $299M — down 10% from $333M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NRK positions and 10 closed out — a net gain of 6 holders — while 26 added to existing stakes and 33 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $11.9M. The largest seller was Karpus Investment Management, cutting an estimated $12.7M.

  • 106 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q1 2022, up from 101 in Q4 2021.
  • Funds reported $299M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q1 2022, down 10% quarter-over-quarter.
  • 16 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q1 2022 and 10 closed out, a net change of +6 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q1 2022 was Rivernorth Capital Management, an estimated $11.9M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q1 2022 was Karpus Investment Management, an estimated $12.7M sold.

Based on aggregated 13F filings for Q1 2022.