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Nuveen New York AMT-Free Quality Municipal Income Fund

98 hedge funds and large institutions have $264M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

74% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 19

2.7% more ownership

Funds ownership: 29.3%32.01% (+2.7%)

2% more funds holding

Funds holding: 9698 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $265M → $264M (-$844K)

Holders
98
Holders Change
+2
Holders Change %
+2.08%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
33
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$162M +$16.9M +1,683,112 +11%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$7.83M -$209K -20,877 -2%
CC
3
Claybrook Capital
Massachusetts
$7.49M
HighTower Advisors
4
HighTower Advisors
Illinois
$6.4M +$306K +30,505 +5%
Morgan Stanley
5
Morgan Stanley
New York
$6.06M +$20.9K +2,085 +0.3%
GC
6
Guggenheim Capital
Illinois
$5.68M +$811K +80,874 +16%
MSL
7
Mackay Shields LLC
New York
$5.15M
AA
8
AQR Arbitrage
Connecticut
$4.14M +$2.34M +233,009 +114%
DWM
9
Dakota Wealth Management
Florida
$4.08M +$468K +46,707 +12%
SCM
10
Saba Capital Management
New York
$3.37M +$3.28M +326,577 +1,095%
FFG
11
Frisch Financial Group
New York
$3.17M -$124K -12,391 -4%
LSC
12
Logan Stone Capital
Illinois
$3.14M +$17.5K +1,743 +0.5%
Deutsche Bank
13
Deutsche Bank
Germany
$3.04M +$3.08M +307,553 +2,121%
Bank of America
14
Bank of America
North Carolina
$2.95M +$485K +48,404 +18%
Allspring Global Investments
15
Allspring Global Investments
North Carolina
$2.84M
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$2.4M +$696K +69,350 +38%
JP Morgan Chase
17
JP Morgan Chase
New York
$2.36M +$471K +46,941 +23%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.12M +$108K +10,726 +5%
RCM
19
Rivernorth Capital Management
Florida
$2M +$77.8K +7,755 +4%
Wells Fargo
20
Wells Fargo
California
$1.86M +$201 +20 +0%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$1.49M -$51.1K -5,092 -3%
RCM
22
Robinson Capital Management
Michigan
$1.41M -$104K -10,323 -7%
UBS Group
23
UBS Group
Switzerland
$1.28M -$176K -17,528 -11%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.26M +$18.4K +1,831 +1%
WCMNY
25
Westchester Capital Management (New York)
New York
$1.09M +$462K +46,083 +66%

NRK Hedge Fund Activity: Q3 2023 in Review

98 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q3 2023, worth a combined $264M — down 0.32% from $265M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NRK positions and 4 closed out — a net gain of 3 holders — while 33 added to existing stakes and 19 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $16.9M. The largest seller was Penserra Capital Management, exiting entirely with an estimated $5.89M sold.

  • 98 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q3 2023, up from 96 in Q2 2023.
  • Funds reported $264M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q3 2023, down 0.32% quarter-over-quarter.
  • 7 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q3 2023 and 4 closed out, a net change of +3 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q3 2023 was Karpus Investment Management, an estimated $16.9M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q3 2023 was Penserra Capital Management, an estimated $5.89M sold.

Based on aggregated 13F filings for Q3 2023.