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Nuveen New York AMT-Free Quality Municipal Income Fund

94 hedge funds and large institutions have $327M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $264M → $327M (+$63.3M)

3.6% more ownership

Funds ownership: 32.01%35.61% (+3.6%)

4% less funds holding

Funds holding: 9894 (-4)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

28% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 32

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
94
Holders Change
-4
Holders Change %
-4.08%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
8
Increased
23
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$206M +$23.6M +2,424,528 +14%
Morgan Stanley
2
Morgan Stanley
New York
$13.8M +$6.54M +670,453 +104%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$8.98M +$235K +24,078 +3%
Lido Advisors
4
Lido Advisors
California
$8.34M +$7.72M +792,367 New
HighTower Advisors
5
HighTower Advisors
Illinois
$7.14M -$6.15K -631 -0.1%
Deutsche Bank
6
Deutsche Bank
Germany
$6.31M +$2.7M +276,847 +86%
LSC
7
Logan Stone Capital
Illinois
$6.15M +$2.46M +251,846 +76%
GC
8
Guggenheim Capital
Illinois
$6.07M -$233K -23,949 -4%
MSL
9
Mackay Shields LLC
New York
$5.92M
AA
10
AQR Arbitrage
Connecticut
$4.45M -$144K -14,779 -3%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$4.06M +$1.28M +131,162 +52%
DWM
12
Dakota Wealth Management
Florida
$4.06M -$459K -47,041 -11%
Allspring Global Investments
13
Allspring Global Investments
North Carolina
$3.17M
Bank of America
14
Bank of America
North Carolina
$2.82M -$435K -44,575 -14%
SIA
15
Sit Investment Associates
Minnesota
$2.56M +$1.79M +183,387 +307%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.47M +$95.7K +9,820 +4%
RCM
17
Rivernorth Capital Management
Florida
$2.23M
JP Morgan Chase
18
JP Morgan Chase
New York
$2.18M -$416K -42,713 -17%
RCM
19
Robinson Capital Management
Michigan
$2.13M +$536K +55,000 +37%
Wells Fargo
20
Wells Fargo
California
$2.12M +$46.4K +4,759 +2%
LCM
21
Landscape Capital Management
New Jersey
$1.94M +$1.64M +168,485 +1,094%
UBS Group
22
UBS Group
Switzerland
$1.57M +$130K +13,360 +10%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.28M -$113K -11,541 -9%
WCMNY
24
Westchester Capital Management (New York)
New York
$1.22M
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$1.08M -$538K -55,216 -35%

NRK Hedge Fund Activity: Q4 2023 in Review

94 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q4 2023, worth a combined $327M — up 24% from $264M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of NRK and 8 opened new positions — a net loss of 3 holders — while 32 trimmed existing stakes and 23 added.

The largest buyer was Karpus Investment Management, adding an estimated $23.6M. The largest seller was Saba Capital Management, exiting entirely with an estimated $3.37M sold.

  • 94 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q4 2023, down from 98 in Q3 2023.
  • Funds reported $327M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q4 2023, up 24% quarter-over-quarter.
  • 8 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q4 2023 and 11 closed out, a net change of -3 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q4 2023 was Karpus Investment Management, an estimated $23.6M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q4 2023 was Saba Capital Management, an estimated $3.37M sold.

Based on aggregated 13F filings for Q4 2023.