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.

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

-- --
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 17 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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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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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 MACKAY SHIELDS LLC 0.19% 519,880 $5.3M
2 Realta Investment Advisors 0.19% 53,359 $545K
3 ACCREDITED INVESTOR SERVICES, LLC 0.13% 19,710 $201K
4 PFG Investments, LLC 0.12% 261,307 $2.7M
5 MELFA WEALTH MANAGEMENT, INC. 0.11% 18,625 $190K
6 Indivisible Partners 0.10% 113,221 $1.2M
7 Mountain Hill Investment Partners Corp. 0.10% 16,594 $169K
8 BCS Private Wealth Management, Inc. 0.07% 23,300 $240K
9 Everstar Asset Management, LLC 0.06% 11,431 $117K
10 Opal Wealth Advisors, LLC 0.05% 23,780 $243K
11 RMR Wealth Builders 0.05% 65,689 $675K
12 Sage Capital Management, LLC 0.05% 10,000 $102K
13 Kercheville Advisors, LLC 0.04% 12,316 $126K
14 Stockman Wealth Management, Inc. 0.03% 30,000 $306K
15 Breakwater Capital Group 0.03% 22,607 $231K
16 WEDBUSH SECURITIES INC 0.02% 72,041 —
17 Occidental Asset Management, LLC 0.01% 11,725 $120K
18 WPG Advisers, LLC 0.01% 1,859 $19K
19 Clear Creek Financial Management, LLC 0.01% 17,800 $182K
20 BROWN, LISLE/CUMMINGS, INC. 0.01% 5,036 $51K
21 STALEY CAPITAL ADVISERS INC 0.01% 26,000 $265K
22 Evanson Asset Management, LLC 0.01% 19,974 $204K
23 IBEX WEALTH ADVISORS 0.01% 11,375 $116K
24 CARY STREET PARTNERS FINANCIAL LLC 0.01% 32,349 $330K
25 OPPENHEIMER & CO INC 0.01% 42,502 $434K
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.