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Nuveen New York Quality Municipal Income Fund
NAN

48 hedge funds and large institutions have $53M invested in Nuveen New York Quality Municipal Income Fund in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

9% more funds holding

Funds holding: 44 → 48 (+4)

0.29% more ownership

Funds ownership: 11.37% → 11.66% (+0.29%)

0% more capital invested

Capital invested by funds: $52.9M → $53M (+$109K)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

Holders
48
Holders Change
+4
Holders Change %
+9.09%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
14
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CC
Claybrook Capital
Massachusetts
+$7.34M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
+$1.78M
3
V
Veritable
Delaware
+$921K
4
Morgan Stanley
Morgan Stanley
New York
+$435K
5
GC
Guggenheim Capital
Illinois
+$376K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$2.08M
2
RCM
Rivernorth Capital Management
Florida
-$1.99M
3
TIM
Tortoise Investment Management
New York
-$1.9M
4
HighTower Advisors
HighTower Advisors
Illinois
-$1.32M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$313K +$1.04K +69 +0.3%
IWC
27
Integrated Wealth Concepts
Massachusetts
$297K +$305K +20,209 New
RJFSA
28
Raymond James Financial Services Advisors
Florida
$283K +$1.22K +81 +0.4%
AC
29
Avestar Capital
New York
$266K – – –
IWA
30
IBEX Wealth Advisors
New Jersey
$219K – – –
SRC
31
Shufro Rose & Co
New York
$191K – – –
AC
32
Alexandria Capital
Virginia
$180K – – –
PA
33
Pinnacle Associates
New York
$177K +$136 +9 +0.1%
CAN
34
Cetera Advisor Networks
California
$165K – – –
TF
35
Tompkins Financial
New York
$155K +$159K +10,505 New
APA
36
American Portfolios Advisors
New York
$136K – – –
Osaic Holdings
37
Osaic Holdings
Arizona
$117K -$226 -15 -0.2%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$116K +$34.1K +2,260 +40%
SPIA
39
Steward Partners Investment Advisory
New York
$114K +$91 +6 +0.1%
BFEC
40
Benjamin F. Edwards & Company
Missouri
$87K – – –
SW
41
SVB Wealth
Massachusetts
$60K -$14K -927 -18%
Lazard Asset Management
42
Lazard Asset Management
New York
$51K – – –
Citigroup
43
Citigroup
New York
$27K -$284K -18,825 -91%
FWM
44
Focused Wealth Management
New York
$22K – – –
Deutsche Bank
45
Deutsche Bank
Germany
$15K – – –
WT
46
Washington Trust
Rhode Island
$14K – – –
HA
47
Herold Advisors
New York
$14K +$15.2K +1,007 New
CAL
48
Capital Analysts LLC
Pennsylvania
$12K +$12K +792 New
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$9K +$9.75K +646 New
BAAM
50
Baker Avenue Asset Management
California
– -$166K -11,024 Closed
1
2
3

NAN Hedge Fund Activity: Q3 2021 in Review

48 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Quality Municipal Income Fund (NAN) for Q3 2021, worth a combined $53M — up 0.21% from $52.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NAN positions and 2 closed out — a net gain of 4 holders — while 14 added to existing stakes and 15 trimmed.

The largest buyer was Claybrook Capital, opening a new position worth an estimated $7.34M. The largest seller was Karpus Investment Management, cutting an estimated $2.08M.

  • 48 institutional investors held Nuveen New York Quality Municipal Income Fund (NAN) as of Q3 2021, up from 44 in Q2 2021.
  • Funds reported $53M of Nuveen New York Quality Municipal Income Fund stock for Q3 2021, up 0.21% quarter-over-quarter.
  • 6 funds opened new Nuveen New York Quality Municipal Income Fund positions in Q3 2021 and 2 closed out, a net change of +4 holders.
  • The largest Nuveen New York Quality Municipal Income Fund buyer in Q3 2021 was Claybrook Capital, an estimated $7.34M added.
  • The largest Nuveen New York Quality Municipal Income Fund seller in Q3 2021 was Karpus Investment Management, an estimated $2.08M sold.

Based on aggregated 13F filings for Q3 2021.