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Nuveen New York Quality Municipal Income Fund
NAN

50 hedge funds and large institutions have $60.3M invested in Nuveen New York Quality Municipal Income Fund in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $60M → $60.3M (+$279K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.04% less ownership

Funds ownership: 13.74% → 13.7% (-0.04%)

6% less funds holding

Funds holding: 53 → 50 (-3)

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
50
Holders Change
-3
Holders Change %
-5.66%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
12
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$4.88M
2
WS
Wedbush Securities
California
+$359K
3
V
Veritable
Delaware
+$203K
4
Bank of America
Bank of America
North Carolina
+$168K
5
GC
Guggenheim Capital
Illinois
+$138K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$5.55M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$1.39M
3
CRC
Curi RMB Capital
Illinois
-$423K
4
TIM
Tortoise Investment Management
New York
-$326K
5
Millennium Management
Millennium Management
New York
-$296K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
26
Citigroup
New York
$292K +$14.2K +1,000 +5%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$267K +$652 +46 +0.2%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$261K -$97.1K -6,848 -27%
AC
29
Avestar Capital
New York
$261K – – –
KAS
30
Kestra Advisory Services
Texas
$231K +$19.4K +1,365 +9%
V
31
Veritable
Delaware
$204K +$203K +14,300 New
SRC
32
Shufro Rose & Co
New York
$185K – – –
AC
33
Alexandria Capital
Virginia
$175K – – –
BAAM
34
Baker Avenue Asset Management
California
$157K -$50.8K -3,580 -25%
SMH
35
Sanders Morris Harris
Texas
$152K – – –
TF
36
Tompkins Financial
New York
$150K – – –
CAN
37
Cetera Advisor Networks
California
$144K – – –
APA
38
American Portfolios Advisors
New York
$131K – – –
Osaic Holdings
39
Osaic Holdings
Arizona
$113K -$1.4K -99 -1%
SPIA
40
Steward Partners Investment Advisory
New York
$110K -$28.3K -1,995 -20%
SWM
41
Spire Wealth Management
Virginia
$109K +$110K +7,746 New
BFEC
42
Benjamin F. Edwards & Company
Missouri
$84K +$21.3K +1,500 +34%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$80K – – –
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$66K -$68.2K -4,808 -51%
SW
45
SVB Wealth
Massachusetts
$58K -$13.1K -927 -18%
Lazard Asset Management
46
Lazard Asset Management
New York
$49K – – –
SFS
47
Sowell Financial Services
Arkansas
$37K +$35.4K +2,500 New
FWM
48
Focused Wealth Management
New York
$21K – – –
Deutsche Bank
49
Deutsche Bank
Germany
$14K – – –
WT
50
Washington Trust
Rhode Island
$14K – – –
1
2
3

NAN Hedge Fund Activity: Q1 2021 in Review

50 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Quality Municipal Income Fund (NAN) for Q1 2021, worth a combined $60.3M — up 0.47% from $60M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of NAN and 6 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 12 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $4.88M. The largest seller was Karpus Investment Management, cutting an estimated $5.55M.

  • 50 institutional investors held Nuveen New York Quality Municipal Income Fund (NAN) as of Q1 2021, down from 53 in Q4 2020.
  • Funds reported $60.3M of Nuveen New York Quality Municipal Income Fund stock for Q1 2021, up 0.47% quarter-over-quarter.
  • 6 funds opened new Nuveen New York Quality Municipal Income Fund positions in Q1 2021 and 8 closed out, a net change of -2 holders.
  • The largest Nuveen New York Quality Municipal Income Fund buyer in Q1 2021 was Rivernorth Capital Management, an estimated $4.88M added.
  • The largest Nuveen New York Quality Municipal Income Fund seller in Q1 2021 was Karpus Investment Management, an estimated $5.55M sold.

Based on aggregated 13F filings for Q1 2021.