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Nuveen New York Quality Municipal Income Fund
NAN

53 hedge funds and large institutions have $60M invested in Nuveen New York Quality Municipal Income Fund in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

10% more funds holding

Funds holding: 48 → 53 (+5)

1% more capital invested

Capital invested by funds: $59.2M → $60M (+$852K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.28% less ownership

Funds ownership: 14.02% → 13.74% (-0.28%)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

Holders
53
Holders Change
+5
Holders Change %
+10.42%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
11
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$287K
2
Wells Fargo
Wells Fargo
California
+$152K
3
STA
Summit Trail Advisors
New York
+$146K
4
SMH
Sanders Morris Harris
Texas
+$146K
5
RJA
Raymond James & Associates
Florida
+$116K

Top Sellers

Rank Fund Capital Flow
1
SA
Strategic Advisors
New York
-$858K
2
KIM
Karpus Investment Management
New York
-$366K
3
RCM
Rivernorth Capital Management
Florida
-$252K
4
Bank of America
Bank of America
North Carolina
-$212K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$208K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
26
Citigroup
New York
$276K -$15.5K -1,130 -5%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$265K +$66.2K +4,815 +35%
AC
28
Avestar Capital
New York
$255K – – –
KAS
29
Kestra Advisory Services
Texas
$209K +$14.2K +1,030 +7%
BAAM
30
Baker Avenue Asset Management
California
$206K – – –
SRC
31
Shufro Rose & Co
New York
$184K – – –
AC
32
Alexandria Capital
Virginia
$173K – – –
STA
33
Summit Trail Advisors
New York
$151K +$146K +10,650 New
GBA
34
Garrison Bradford & Associates
New York
$150K – – –
TF
35
Tompkins Financial
New York
$149K – – –
SMH
36
Sanders Morris Harris
Texas
$149K +$146K +10,600 New
Stifel Financial
37
Stifel Financial
Missouri
$148K – – –
CAN
38
Cetera Advisor Networks
California
$143K -$169K -12,302 -55%
SPIA
39
Steward Partners Investment Advisory
New York
$138K +$124 +9 +0.1%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$132K +$42.3K +3,075 +49%
APA
41
American Portfolios Advisors
New York
$130K +$30.3K +2,200 +31%
Osaic Holdings
42
Osaic Holdings
Arizona
$113K – – –
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$79K -$20.2K -1,466 -21%
SW
44
SVB Wealth
Massachusetts
$70K – – –
BFEC
45
Benjamin F. Edwards & Company
Missouri
$62K – – –
Lazard Asset Management
46
Lazard Asset Management
New York
$49K – – –
RA
47
Reby Advisors
Connecticut
$39K +$37.8K +2,748 New
LGA
48
Lebenthal Global Advisors
New York
$33K +$32.6K +2,371 New
FWM
49
Focused Wealth Management
New York
$21K – – –
Deutsche Bank
50
Deutsche Bank
Germany
$14K – – –
1
2
3

NAN Hedge Fund Activity: Q4 2020 in Review

53 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Quality Municipal Income Fund (NAN) for Q4 2020, worth a combined $60M — up 1.4% from $59.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NAN positions and 3 closed out — a net gain of 5 holders — while 11 added to existing stakes and 14 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $287K. The largest seller was Strategic Advisors, exiting entirely with an estimated $858K sold.

  • 53 institutional investors held Nuveen New York Quality Municipal Income Fund (NAN) as of Q4 2020, up from 48 in Q3 2020.
  • Funds reported $60M of Nuveen New York Quality Municipal Income Fund stock for Q4 2020, up 1.4% quarter-over-quarter.
  • 8 funds opened new Nuveen New York Quality Municipal Income Fund positions in Q4 2020 and 3 closed out, a net change of +5 holders.
  • The largest Nuveen New York Quality Municipal Income Fund buyer in Q4 2020 was Millennium Management, an estimated $287K added.
  • The largest Nuveen New York Quality Municipal Income Fund seller in Q4 2020 was Strategic Advisors, an estimated $858K sold.

Based on aggregated 13F filings for Q4 2020.