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Nuveen New York AMT-Free Quality Municipal Income Fund

91 hedge funds and large institutions have $353M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

1% more funds holding

Funds holding: 9091 (+1)

2% more capital invested

Capital invested by funds: $345M → $353M (+$8.43M)

0.15% more ownership

Funds ownership: 36.37%36.52% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
91
Holders Change
+1
Holders Change %
+1.11%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
26
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$231M +$4.68M +432,955 +2%
SIA
2
Sit Investment Associates
Minnesota
$17.5M +$3.07M +284,171 +22%
MSL
3
Mackay Shields LLC
New York
$8.85M +$122K +11,304 +1%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$8.44M +$116K +10,738 +1%
GC
5
Guggenheim Capital
Illinois
$7.53M +$588K +54,372 +9%
Morgan Stanley
6
Morgan Stanley
New York
$7.46M -$834K -77,088 -10%
HighTower Advisors
7
HighTower Advisors
Illinois
$7.25M -$190K -17,567 -3%
Deutsche Bank
8
Deutsche Bank
Germany
$6.64M
DWM
9
Dakota Wealth Management
Florida
$4.88M +$170K +15,687 +4%
Lido Advisors
10
Lido Advisors
California
$4.47M -$1.53M -141,610 -26%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$4.27M
PCM
12
Penserra Capital Management
California
$4.12M +$89.3K +8,252 +2%
Bank of America
13
Bank of America
North Carolina
$3.83M +$415K +38,349 +12%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.65M -$75.5K -6,976 -3%
Allspring Global Investments
15
Allspring Global Investments
North Carolina
$2.37M
Wells Fargo
16
Wells Fargo
California
$2.22M +$98.9K +9,143 +5%
RCM
17
Rivernorth Capital Management
Florida
$2.05M -$295K -27,259 -13%
JP Morgan Chase
18
JP Morgan Chase
New York
$1.92M -$329K -30,429 -15%
AA
19
AQR Arbitrage
Connecticut
$1.63M -$1.59M -146,775 -50%
UBS Group
20
UBS Group
Switzerland
$1.53M -$9.18K -848 -0.6%
Stifel Financial
21
Stifel Financial
Missouri
$1.21M +$316K +29,166 +36%
PI
22
PFG Investments
New York
$1.21M -$97 -9 -0%
WCMNY
23
Westchester Capital Management (New York)
New York
$1.1M -$181K -16,732 -14%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$962K -$90.6K -8,370 -9%
FSI
25
Flow State Investments
Illinois
$893K -$265K -24,445 -23%

NRK Hedge Fund Activity: Q2 2024 in Review

91 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q2 2024, worth a combined $353M — up 2.4% from $345M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NRK positions and 7 closed out — a net gain of 2 holders — while 26 added to existing stakes and 21 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $4.68M. The largest seller was Logan Stone Capital, exiting entirely with an estimated $3.01M sold.

  • 91 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q2 2024, up from 90 in Q1 2024.
  • Funds reported $353M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q2 2024, up 2.4% quarter-over-quarter.
  • 9 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q2 2024 and 7 closed out, a net change of +2 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q2 2024 was Karpus Investment Management, an estimated $4.68M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q2 2024 was Logan Stone Capital, an estimated $3.01M sold.

Based on aggregated 13F filings for Q2 2024.