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Nuveen New York AMT-Free Quality Municipal Income Fund

96 hedge funds and large institutions have $265M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

1% more funds holding

Funds holding: 9596 (+1)

0.47% more ownership

Funds ownership: 28.84%29.3% (+0.47%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $265M → $265M (-$295K)

57% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 35

Holders
96
Holders Change
+1
Holders Change %
+1.05%
% of All Funds
1.51%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
15
Reduced
35
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$160M +$4.16M +401,820 +3%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$8.79M +$574K +55,392 +7%
CC
3
Claybrook Capital
Massachusetts
$8.2M
HighTower Advisors
4
HighTower Advisors
Illinois
$6.7M +$2.25M +217,412 +51%
Morgan Stanley
5
Morgan Stanley
New York
$6.62M +$77.2K +7,461 +1%
PCM
6
Penserra Capital Management
California
$5.89M +$367K +35,474 +7%
MSL
7
Mackay Shields LLC
New York
$5.81M -$790K -76,304 -12%
GC
8
Guggenheim Capital
Illinois
$5.38M -$150K -14,451 -3%
DWM
9
Dakota Wealth Management
Florida
$3.99M +$31.1K +3,000 +0.8%
FFG
10
Frisch Financial Group
New York
$3.6M -$169K -16,305 -4%
LSC
11
Logan Stone Capital
Illinois
$3.42M +$888K +85,771 +35%
Allspring Global Investments
12
Allspring Global Investments
North Carolina
$3.11M
Bank of America
13
Bank of America
North Carolina
$2.73M -$1.84M -177,715 -40%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.21M -$30.6K -2,956 -1%
AA
15
AQR Arbitrage
Connecticut
$2.12M +$573K +55,369 +37%
RCM
16
Rivernorth Capital Management
Florida
$2.11M -$354K -34,218 -14%
JP Morgan Chase
17
JP Morgan Chase
New York
$2.1M -$86.7K -8,374 -4%
Wells Fargo
18
Wells Fargo
California
$2.03M +$41.1K +3,973 +2%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$1.91M
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$1.69M -$11.4K -1,103 -0.7%
RCM
21
Robinson Capital Management
Michigan
$1.64M
UBS Group
22
UBS Group
Switzerland
$1.58M -$21K -2,025 -1%
TIM
23
Tortoise Investment Management
New York
$1.37M +$72.1K +6,961 +6%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.36M -$155 -15 -0%
SIA
25
Sit Investment Associates
Minnesota
$1.06M

NRK Hedge Fund Activity: Q2 2023 in Review

96 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q2 2023, worth a combined $265M — down 0.11% from $265M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NRK positions and 6 closed out — a net gain of 1 holder — while 15 added to existing stakes and 35 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $4.16M. The largest seller was Bank of America, cutting an estimated $1.84M.

  • 96 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q2 2023, up from 95 in Q1 2023.
  • Funds reported $265M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q2 2023, down 0.11% quarter-over-quarter.
  • 7 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q2 2023 and 6 closed out, a net change of +1 holder.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q2 2023 was Karpus Investment Management, an estimated $4.16M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q2 2023 was Bank of America, an estimated $1.84M sold.

Based on aggregated 13F filings for Q2 2023.