We are live on ! Find out more
NAN icon

Nuveen New York Quality Municipal Income Fund

44 hedge funds and large institutions have $52.9M invested in Nuveen New York Quality Municipal Income Fund in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

2.33% less ownership

Funds ownership: 13.7%11.37% (-2.3%)

12% less funds holding

Funds holding: 5044 (-6)

12% less capital invested

Capital invested by funds: $60.3M → $52.9M (-$7.42M)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
44
Holders Change
-6
Holders Change %
-12%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
16
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$288K +$5.23K +357 +2%
AC
27
Avestar Capital
New York
$272K
IWA
28
IBEX Wealth Advisors
New Jersey
$225K +$219K +14,908 New
V
29
Veritable
Delaware
$215K
SRC
30
Shufro Rose & Co
New York
$196K
AC
31
Alexandria Capital
Virginia
$185K
PA
32
Pinnacle Associates
New York
$181K +$176K +12,015 New
CAN
33
Cetera Advisor Networks
California
$168K +$16.1K +1,100 +11%
BAAM
34
Baker Avenue Asset Management
California
$166K
APA
35
American Portfolios Advisors
New York
$139K
Osaic Holdings
36
Osaic Holdings
Arizona
$120K
SPIA
37
Steward Partners Investment Advisory
New York
$117K +$103 +7 +0.1%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$89K
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$84K +$29 +2 +0%
SW
40
SVB Wealth
Massachusetts
$75K +$13.6K +927 +23%
Lazard Asset Management
41
Lazard Asset Management
New York
$52K
FWM
42
Focused Wealth Management
New York
$23K
WQ
43
Wealth Quarterback
New Jersey
$18K +$16.8K +1,143 New
Deutsche Bank
44
Deutsche Bank
Germany
$15K
WT
45
Washington Trust
Rhode Island
$15K
CC
46
Claybrook Capital
Massachusetts
-$6.68M -468,529 Closed
DWM
47
Dakota Wealth Management
Florida
-$623K -43,750 Closed
WS
48
Wedbush Securities
California
-$361K -25,300 Closed
SMH
49
Sanders Morris Harris
Texas
-$152K -10,600 Closed
SWM
50
Spire Wealth Management
Virginia
-$109K -7,746 Closed

NAN Hedge Fund Activity: Q2 2021 in Review

44 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Quality Municipal Income Fund (NAN) for Q2 2021, worth a combined $52.9M — down 12% from $60.3M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of NAN and 3 opened new positions — a net loss of 5 holders — while 9 trimmed existing stakes and 16 added.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $963K. The largest seller was Claybrook Capital, exiting entirely with an estimated $6.68M sold.

  • 44 institutional investors held Nuveen New York Quality Municipal Income Fund (NAN) as of Q2 2021, down from 50 in Q1 2021.
  • Funds reported $52.9M of Nuveen New York Quality Municipal Income Fund stock for Q2 2021, down 12% quarter-over-quarter.
  • 3 funds opened new Nuveen New York Quality Municipal Income Fund positions in Q2 2021 and 8 closed out, a net change of -5 holders.
  • The largest Nuveen New York Quality Municipal Income Fund buyer in Q2 2021 was Hennion & Walsh Asset Management, an estimated $963K added.
  • The largest Nuveen New York Quality Municipal Income Fund seller in Q2 2021 was Claybrook Capital, an estimated $6.68M sold.

Based on aggregated 13F filings for Q2 2021.