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Nuveen New York AMT-Free Quality Municipal Income Fund

109 hedge funds and large institutions have $265M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

3% more funds holding

Funds holding: 106109 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.74% less ownership

Funds ownership: 28.23%27.48% (-0.74%)

7% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 30

11% less capital invested

Capital invested by funds: $299M → $265M (-$34.2M)

Holders
109
Holders Change
+3
Holders Change %
+2.83%
% of All Funds
1.84%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
28
Reduced
30
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
$99.8M -$21.5M -1,913,685 -17%
RCM
2
Rivernorth Capital Management
Florida
$57.8M +$20.5M +1,827,186 +54%
CC
3
Claybrook Capital
Massachusetts
$8.76M
MSL
4
Mackay Shields LLC
New York
$8.74M
Morgan Stanley
5
Morgan Stanley
New York
$6.63M +$1.21M +107,831 +22%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$5.32M +$694K +61,864 +15%
Bank of America
7
Bank of America
North Carolina
$5.06M -$244K -21,738 -5%
GC
8
Guggenheim Capital
Illinois
$5.01M +$9.72K +867 +0.2%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$4.84M +$227K +20,223 +5%
HighTower Advisors
10
HighTower Advisors
Illinois
$4.32M +$1.05M +93,355 +31%
FFG
11
Frisch Financial Group
New York
$4.16M +$134K +11,959 +3%
DWM
12
Dakota Wealth Management
Florida
$3.35M -$333K -29,651 -9%
Allspring Global Investments
13
Allspring Global Investments
North Carolina
$3.32M +$1.17M +104,579 +53%
UBS Group
14
UBS Group
Switzerland
$3.3M +$118K +10,537 +4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.95M -$372K -33,191 -11%
Wells Fargo
16
Wells Fargo
California
$2.82M -$28.3K -2,521 -1%
JP Morgan Chase
17
JP Morgan Chase
New York
$2.51M
RCM
18
Robinson Capital Management
Michigan
$1.92M +$61.9K +5,515 +3%
TIM
19
Tortoise Investment Management
New York
$1.76M -$242K -21,575 -12%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$1.63M -$701K -62,525 -30%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.3M +$19.9K +1,770 +2%
V
22
Veritable
Delaware
$1.1M -$78.9K -7,039 -7%
HKAM
23
Horizon Kinetics Asset Management
New York
$1.09M
Stifel Financial
24
Stifel Financial
Missouri
$1.09M +$291K +25,949 +36%
NCM
25
Next Capital Management
New York
$991K -$619K -55,153 -38%

NRK Hedge Fund Activity: Q2 2022 in Review

109 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q2 2022, worth a combined $265M — down 11% from $299M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NRK positions and 9 closed out — a net gain of 4 holders — while 28 added to existing stakes and 30 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $20.5M. The largest seller was Karpus Investment Management, cutting an estimated $21.5M.

  • 109 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q2 2022, up from 106 in Q1 2022.
  • Funds reported $265M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q2 2022, down 11% quarter-over-quarter.
  • 13 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q2 2022 and 9 closed out, a net change of +4 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q2 2022 was Rivernorth Capital Management, an estimated $20.5M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q2 2022 was Karpus Investment Management, an estimated $21.5M sold.

Based on aggregated 13F filings for Q2 2022.