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Nuveen New York AMT-Free Quality Municipal Income Fund

94 hedge funds and large institutions have $325M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

0% more funds holding

Funds holding: 9494 (0)

0.29% less ownership

Funds ownership: 35.95%35.67% (-0.29%)

8% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 24

7% less capital invested

Capital invested by funds: $351M → $325M (-$26M)

Holders
94
Holders Change
Holders Change %
0%
% of All Funds
1.24%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
22
Reduced
24
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$201M -$8.63M -792,525 -4%
TCA
2
Transcend Capital Advisors
New Jersey
$10.8M +$1.57M +144,619 +16%
SIA
3
Sit Investment Associates
Minnesota
$9.52M -$2.01M -184,145 -17%
GC
4
Guggenheim Capital
Illinois
$8.6M +$718K +65,944 +9%
MSL
5
Mackay Shields LLC
New York
$8.34M
Morgan Stanley
6
Morgan Stanley
New York
$7.12M -$1.32M -121,386 -15%
Deutsche Bank
7
Deutsche Bank
Germany
$6.26M
Wells Fargo
8
Wells Fargo
California
$5.84M +$3.82M +350,417 +168%
DWM
9
Dakota Wealth Management
Florida
$4.79M +$451K +41,370 +10%
HighTower Advisors
10
HighTower Advisors
Illinois
$4.57M -$2.43M -222,714 -34%
RCM
11
Robinson Capital Management
Michigan
$4.53M +$2.53M +231,963 +115%
HWAM
12
Hennion & Walsh Asset Management
New Jersey
$4.44M -$2.62M -240,765 -36%
Bank of America
13
Bank of America
North Carolina
$4.3M +$293K +26,888 +7%
Lido Advisors
14
Lido Advisors
California
$4.19M
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$4.03M
CC
16
CF Capital
Massachusetts
$3.45M +$3.59M +330,000 New
AGM
17
Alpine Global Management
New York
$3.14M +$762K +70,000 +30%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.58M +$89K +8,170 +3%
UBS Group
19
UBS Group
Switzerland
$2.44M +$1.16M +106,459 +84%
PI
20
PFG Investments
New York
$1.83M +$388K +35,587 +25%
RCM
21
Rivernorth Capital Management
Florida
$1.83M -$105K -9,607 -5%
Allspring Global Investments
22
Allspring Global Investments
North Carolina
$1.54M
JP Morgan Chase
23
JP Morgan Chase
New York
$1.23M -$101K -9,287 -7%
LWM
24
Lionshead Wealth Management
New York
$915K +$952K +87,428 New
MG
25
Marex Group
$776K +$608K +55,813 +303%

NRK Hedge Fund Activity: Q4 2024 in Review

94 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q4 2024, worth a combined $325M — down 7.4% from $351M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NRK positions and 13 closed out — a net gain of 4 holders — while 22 added to existing stakes and 24 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.82M. The largest seller was Karpus Investment Management, cutting an estimated $8.63M.

  • 94 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $325M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q4 2024, down 7.4% quarter-over-quarter.
  • 17 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q4 2024 and 13 closed out, a net change of +4 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q4 2024 was Wells Fargo, an estimated $3.82M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q4 2024 was Karpus Investment Management, an estimated $8.63M sold.

Based on aggregated 13F filings for Q4 2024.