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Nuveen New York AMT-Free Quality Municipal Income Fund

94 hedge funds and large institutions have $351M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

3% more funds holding

Funds holding: 9194 (+3)

4% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 23

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $353M → $351M (-$2.03M)

0.57% less ownership

Funds ownership: 36.52%35.95% (-0.57%)

Holders
94
Holders Change
+3
Holders Change %
+3.3%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
24
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$225M -$8.55M -769,956 -4%
SIA
2
Sit Investment Associates
Minnesota
$12.3M -$5.34M -480,964 -31%
TCA
3
Transcend Capital Advisors
New Jersey
$9.89M +$9.81M +883,403 New
Morgan Stanley
4
Morgan Stanley
New York
$8.99M +$1.44M +129,899 +19%
MSL
5
Mackay Shields LLC
New York
$8.93M
GC
6
Guggenheim Capital
Illinois
$8.47M +$864K +77,813 +11%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$7.45M -$1.07M -96,281 -13%
HighTower Advisors
8
HighTower Advisors
Illinois
$7.39M +$60.7K +5,470 +0.8%
Deutsche Bank
9
Deutsche Bank
Germany
$6.71M
DWM
10
Dakota Wealth Management
Florida
$4.66M -$264K -23,783 -5%
Lido Advisors
11
Lido Advisors
California
$4.49M
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$4.32M
Bank of America
13
Bank of America
North Carolina
$4.3M +$425K +38,268 +11%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.67M -$4.41K -397 -0.2%
AGM
15
Alpine Global Management
New York
$2.58M +$2.55M +230,000 New
Wells Fargo
16
Wells Fargo
California
$2.33M +$86.7K +7,813 +4%
RCM
17
Robinson Capital Management
Michigan
$2.26M +$2.23M +201,004 New
RCM
18
Rivernorth Capital Management
Florida
$2.07M
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$1.65M -$744K -67,013 -31%
PI
20
PFG Investments
New York
$1.57M +$342K +30,778 +28%
JP Morgan Chase
21
JP Morgan Chase
New York
$1.43M -$504K -45,421 -26%
UBS Group
22
UBS Group
Switzerland
$1.42M -$125K -11,225 -8%
Stifel Financial
23
Stifel Financial
Missouri
$1.33M +$101K +9,058 +8%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$877K -$93.9K -8,455 -10%
HKAM
25
Horizon Kinetics Asset Management
New York
$801K +$50.9K +4,587 +7%

NRK Hedge Fund Activity: Q3 2024 in Review

94 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q3 2024, worth a combined $351M — down 0.57% from $353M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NRK positions and 12 closed out — a net gain of 4 holders — while 24 added to existing stakes and 23 trimmed.

The largest buyer was Transcend Capital Advisors, opening a new position worth an estimated $9.81M. The largest seller was Karpus Investment Management, cutting an estimated $8.55M.

  • 94 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q3 2024, up from 91 in Q2 2024.
  • Funds reported $351M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q3 2024, down 0.57% quarter-over-quarter.
  • 16 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q3 2024 and 12 closed out, a net change of +4 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q3 2024 was Transcend Capital Advisors, an estimated $9.81M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q3 2024 was Karpus Investment Management, an estimated $8.55M sold.

Based on aggregated 13F filings for Q3 2024.