Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NUVEEN NY AMT FREE (NRK)

104 + Investors. Track Smart Money conviction in NRK. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
3Q ▲
Buyers last Q
58%

Smart Money Signals — NRK

Based on 104 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added NRK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
104 hedge funds hold NRK right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

52 buying37 selling
Last quarter: 52 funds bought or added vs 37 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new NRK position: 7 → 10 → 15 → 22. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 22% medium ■ 20% new
60 out of 104 hedge funds have held NRK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -32%, value -98%

Value
-98%
Shares
-31%
Last quarter: funds added -32% more shares while total portfolio value only changed -98%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

16 → 7 → 10 → 15 → 22 new funds/Q
New funds entering each quarter: 7 → 10 → 15 → 22. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 15% 1-2yr ■ 24% new
Of 104 current holders: 63 (61%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
12 of 104 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — NRK

In 2025 Q4, 52 hedge funds were net buyers of NRK (22 opened a new position, 30 added to an existing one), while 37 reduced or exited (25 trimmed, 12 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 30% of total institutional value in NRK is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 104.

Hedge Fund Ownership: NRK

How many hedge funds hold NRK — quarterly history vs. share price
Quarterly hedge fund ownership of NRK vs. share price

Market Analysis: NRK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NRK

Financial Services Asset Management

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: NRK
2026 Q1 Stats Unlock in 7 days 104 + Investors

Track Smart Money conviction in NRK. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 104 94 10.64%
13F Shares 13M 19M -31.75%
Total Value $135M $8.33B -98.38%
New Positions 22 15 +7
Increased Positions 30 26 +4
Closed Positions 12 11 +1
Reduced Positions 25 23 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NRK

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Financial Highlights

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Institutional Holders (2026 Q1)

104 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NRK. Verified SEC 13F-HR filings.

Top 25 institutional holders of NRK — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 North Ground Capital 4.36% 354,414 $3.6M
2 ROBINSON CAPITAL MANAGEMENT, LLC 1.90% 425,353 $4.5M
3 Closed-End Fund Advisors, Inc. 0.26% 25,352 $259K
4 Hennion & Walsh Asset Management, Inc. 0.25% 726,559 $7.4M
5 MACKAY SHIELDS LLC 0.19% 519,880 $5.3M
6 Realta Investment Advisors 0.19% 53,359 $545K
7 ACCREDITED INVESTOR SERVICES, LLC 0.13% 19,710 $201K
8 PFG Investments, LLC 0.12% 261,307 $2.7M
9 MELFA WEALTH MANAGEMENT, INC. 0.11% 18,625 $190K
10 Leisure Capital Management 0.11% 30,153 $308K
11 Indivisible Partners 0.10% 113,221 $1.2M
12 Mountain Hill Investment Partners Corp. 0.10% 16,594 $169K
13 Mathes Company, Inc. 0.09% 23,000 —
14 BCS Private Wealth Management, Inc. 0.07% 23,300 $240K
15 Avestar Capital, LLC 0.07% 105,768 $1.1M
16 Everstar Asset Management, LLC 0.06% 11,431 $117K
17 Opal Wealth Advisors, LLC 0.05% 23,780 $243K
18 RMR Wealth Builders 0.05% 65,689 $675K
19 SIT INVESTMENT ASSOCIATES INC 0.05% 245,974 $3K
20 Sage Capital Management, LLC 0.05% 10,000 $102K
21 Kercheville Advisors, LLC 0.04% 12,316 $126K
22 Stockman Wealth Management, Inc. 0.03% 30,000 $306K
23 Breakwater Capital Group 0.03% 22,607 $231K
24 GenWealth Group, Inc. 0.03% 17,565 $179K
25 Ascent Wealth Partners, LLC 0.03% 25,247 $258K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — NUVEEN NY AMT FREE (NRK)

What does the Smart Money Trend signal show for NRK?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added NRK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for NRK?

Slight buying edge — 58% buying: Last quarter: 52 funds bought or added vs 37 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for NRK holders?

Strong quality — 30% AUM from major funds: 12 of 104 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held NRK?

58% of holders stayed for 2+ years: 60 out of 104 hedge funds have held NRK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.