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Nuveen New York Quality Municipal Income Fund
NAN

49 hedge funds and large institutions have $56.3M invested in Nuveen New York Quality Municipal Income Fund in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $50.3M → $56.3M (+$5.97M)

1.85% more ownership

Funds ownership: 12.83% → 14.68% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

4% less funds holding

Funds holding: 51 → 49 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
49
Holders Change
-2
Holders Change %
-3.92%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
14
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$9.51M
2
WAM
Wolverine Asset Management
Illinois
+$502K
3
CAN
Cetera Advisor Networks
California
+$396K
4
DWM
Dakota Wealth Management
Florida
+$244K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$235K

Top Sellers

Rank Fund Capital Flow
1
Geode Capital Management
Geode Capital Management
Massachusetts
-$1.31M
2
LCM
Laurion Capital Management
New York
-$1.02M
3
TIM
Tortoise Investment Management
New York
-$664K
4
SG Americas Securities
SG Americas Securities
New York
-$440K
5
Citigroup
Citigroup
New York
-$319K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$184K +$24.9K +1,991 +15%
RCM
27
Robinson Capital Management
Michigan
$175K +$177K +14,200 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$170K -$30.8K -2,463 -15%
OKSA
29
O'Keefe Stevens Advisory
New York
$170K – – –
SRC
30
Shufro Rose & Co
New York
$160K +$162K +13,000 New
AC
31
Alexandria Capital
Virginia
$151K – – –
Ameriprise
32
Ameriprise
Minnesota
$147K -$59.3K -4,745 -28%
RJA
33
Raymond James & Associates
Florida
$145K – – –
PAG
34
Private Advisor Group
New Jersey
$138K – – –
APA
35
American Portfolios Advisors
New York
$134K -$113K -9,060 -45%
Creative Planning
36
Creative Planning
Kansas
$125K -$312 -25 -0.2%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$67K +$25K +2,000 +58%
Lazard Asset Management
38
Lazard Asset Management
New York
$43K – – –
PSC
39
Prentiss Smith & Co
Vermont
$34K – – –
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$28K -$1.25K -100 -4%
AG
41
Advisor Group
Arizona
$26K – – –
CHC
42
City Holding Co
West Virginia
$25K – – –
SWM
43
SeaCrest Wealth Management
New York
$21K – – –
FWM
44
Focused Wealth Management
New York
$19K -$6.88K -551 -27%
EWM
45
Edge Wealth Management
New York
$12K – – –
FHA
46
Flagship Harbor Advisors
Massachusetts
$9K – – –
SPIA
47
Steward Partners Investment Advisory
New York
$7K +$87 +7 +1%
JA
48
JOYN Advisors
Georgia
$4K – – –
GWM
49
Geneos Wealth Management
Colorado
$3K – – –
FIA
50
FNY Investment Advisers
New York
$1K – – –
1
2
3

NAN Hedge Fund Activity: Q3 2018 in Review

49 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Quality Municipal Income Fund (NAN) for Q3 2018, worth a combined $56.3M — up 12% from $50.3M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of NAN and 4 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 14 added.

The largest buyer was Karpus Investment Management, adding an estimated $9.51M. The largest seller was Geode Capital Management, cutting an estimated $1.31M.

  • 49 institutional investors held Nuveen New York Quality Municipal Income Fund (NAN) as of Q3 2018, down from 51 in Q2 2018.
  • Funds reported $56.3M of Nuveen New York Quality Municipal Income Fund stock for Q3 2018, up 12% quarter-over-quarter.
  • 4 funds opened new Nuveen New York Quality Municipal Income Fund positions in Q3 2018 and 6 closed out, a net change of -2 holders.
  • The largest Nuveen New York Quality Municipal Income Fund buyer in Q3 2018 was Karpus Investment Management, an estimated $9.51M added.
  • The largest Nuveen New York Quality Municipal Income Fund seller in Q3 2018 was Geode Capital Management, an estimated $1.31M sold.

Based on aggregated 13F filings for Q3 2018.