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Nuveen New York Quality Municipal Income Fund
NAN

48 hedge funds and large institutions have $60.7M invested in Nuveen New York Quality Municipal Income Fund in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

2% more funds holding

Funds holding: 47 → 48 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.75% less ownership

Funds ownership: 15.57% → 14.81% (-0.75%)

8% less capital invested

Capital invested by funds: $65.8M → $60.7M (-$5.1M)

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
17
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$3.55M
2
SA
Strategic Advisors
New York
+$1.49M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$613K
4
AC
Avestar Capital
New York
+$289K
5
GC
Guggenheim Capital
Illinois
+$181K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$6.18M
2
PCM
PenderFund Capital Management
British Columbia, Canada
-$2.11M
3
TIM
Tortoise Investment Management
New York
-$635K
4
SMH
Sanders Morris Harris
Texas
-$361K
5
ICA
Infrastructure Capital Advisors
New York
-$319K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$232K +$17.9K +1,272 +9%
BAAM
27
Baker Avenue Asset Management
California
$208K – – –
Cohen & Steers
28
Cohen & Steers
New York
$190K – – –
SRC
29
Shufro Rose & Co
New York
$185K – – –
Ameriprise
30
Ameriprise
Minnesota
$181K -$25.6K -1,822 -13%
AC
31
Alexandria Capital
Virginia
$175K – – –
PAG
32
Private Advisor Group
New Jersey
$160K – – –
GBA
33
Garrison Bradford & Associates
New York
$151K +$149K +10,606 New
TF
34
Tompkins Financial
New York
$150K – – –
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$104K +$1.45K +103 +1%
APA
36
American Portfolios Advisors
New York
$96.7K -$3.39K -241 -3%
AG
37
Advisor Group
Arizona
$87K -$7.74K -550 -8%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$63K – – –
EWM
39
Edge Wealth Management
New York
$57K – – –
Lazard Asset Management
40
Lazard Asset Management
New York
$49K – – –
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$46K -$7.03K -500 -13%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$43K +$42.2K +3,000 New
CHC
43
City Holding Co
West Virginia
$29K – – –
FWM
44
Focused Wealth Management
New York
$21K – – –
FHA
45
Flagship Harbor Advisors
Massachusetts
$10K – – –
SPIA
46
Steward Partners Investment Advisory
New York
$8K +$84 +6 +1%
RCM
47
Rivernorth Capital Management
Florida
$5.15K +$3.55M +252,406 +233%
EW
48
Evoke Wealth
California
$3.18K +$3.12K +222 New
FIA
49
FNY Investment Advisers
New York
$2K +$141 +10 +6%
PCM
50
PenderFund Capital Management
British Columbia, Canada
– -$2.11M -150,000 Closed
1
2
3

NAN Hedge Fund Activity: Q3 2019 in Review

48 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Quality Municipal Income Fund (NAN) for Q3 2019, worth a combined $60.7M — down 7.8% from $65.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NAN positions and 4 closed out — a net gain of 1 holder — while 17 added to existing stakes and 11 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $3.55M. The largest seller was Karpus Investment Management, cutting an estimated $6.18M.

  • 48 institutional investors held Nuveen New York Quality Municipal Income Fund (NAN) as of Q3 2019, up from 47 in Q2 2019.
  • Funds reported $60.7M of Nuveen New York Quality Municipal Income Fund stock for Q3 2019, down 7.8% quarter-over-quarter.
  • 5 funds opened new Nuveen New York Quality Municipal Income Fund positions in Q3 2019 and 4 closed out, a net change of +1 holder.
  • The largest Nuveen New York Quality Municipal Income Fund buyer in Q3 2019 was Rivernorth Capital Management, an estimated $3.55M added.
  • The largest Nuveen New York Quality Municipal Income Fund seller in Q3 2019 was Karpus Investment Management, an estimated $6.18M sold.

Based on aggregated 13F filings for Q3 2019.