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Nuveen New York AMT-Free Quality Municipal Income Fund

101 hedge funds and large institutions have $245M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 34 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $229M → $245M (+$15.7M)

0.58% more ownership

Funds ownership: 26.74%27.32% (+0.58%)

6% less funds holding

Funds holding: 107101 (-6)

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

32% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 34

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
101
Holders Change
-6
Holders Change %
-5.61%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
12
Increased
23
Reduced
34
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$145M +$49.8M +4,954,605 +54%
CC
2
Claybrook Capital
Massachusetts
$8.13M
MSL
3
Mackay Shields LLC
New York
$7.95M
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$7.2M +$1.37M +136,476 +24%
Morgan Stanley
5
Morgan Stanley
New York
$6.61M -$127K -12,636 -2%
Bank of America
6
Bank of America
North Carolina
$4.94M +$435K +43,290 +10%
GC
7
Guggenheim Capital
Illinois
$4.71M -$124K -12,355 -3%
HighTower Advisors
8
HighTower Advisors
Illinois
$4.42M +$14.2K +1,415 +0.3%
FFG
9
Frisch Financial Group
New York
$3.77M -$196K -19,470 -5%
DWM
10
Dakota Wealth Management
Florida
$3.71M +$500K +49,742 +16%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$3.09M
LSC
12
Logan Stone Capital
Illinois
$2.69M +$1.54M +153,371 +141%
UBS Group
13
UBS Group
Switzerland
$2.54M -$410K -40,815 -14%
JP Morgan Chase
14
JP Morgan Chase
New York
$2.08M -$242K -24,080 -11%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.08M -$696K -69,200 -25%
Wells Fargo
16
Wells Fargo
California
$1.98M -$685K -68,123 -26%
RCM
17
Robinson Capital Management
Michigan
$1.69M
TIM
18
Tortoise Investment Management
New York
$1.47M -$140K -13,972 -9%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$1.38M -$130K -12,900 -9%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.33M +$277K +27,573 +27%
AC
21
Almitas Capital
California
$1.3M +$1.28M +126,972 New
AAS
22
Avantax Advisory Services
Texas
$1.19M +$724K +71,997 +164%
SIA
23
Sit Investment Associates
Minnesota
$1.05M +$295K +29,300 +40%
Osaic Holdings
24
Osaic Holdings
Arizona
$983K +$84.8K +8,431 +10%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$959K -$237K -23,611 -20%

NRK Hedge Fund Activity: Q4 2022 in Review

101 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q4 2022, worth a combined $245M — up 6.9% from $229M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of NRK and 12 opened new positions — a net loss of 5 holders — while 34 trimmed existing stakes and 23 added.

The largest buyer was Karpus Investment Management, adding an estimated $49.8M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $41.4M sold.

  • 101 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q4 2022, down from 107 in Q3 2022.
  • Funds reported $245M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q4 2022, up 6.9% quarter-over-quarter.
  • 12 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q4 2022 and 17 closed out, a net change of -5 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q4 2022 was Karpus Investment Management, an estimated $49.8M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q4 2022 was Rivernorth Capital Management, an estimated $41.4M sold.

Based on aggregated 13F filings for Q4 2022.