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Nuveen New York Quality Municipal Income Fund
NAN

55 hedge funds and large institutions have $55.8M invested in Nuveen New York Quality Municipal Income Fund in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

111% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 9

15% more funds holding

Funds holding: 48 → 55 (+7)

5% more capital invested

Capital invested by funds: $53M → $55.8M (+$2.85M)

0.57% more ownership

Funds ownership: 11.66% → 12.23% (+0.57%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
55
Holders Change
+7
Holders Change %
+14.58%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
19
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$765K
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$613K
3
GC
Guggenheim Capital
Illinois
+$591K
4
V
Veritable
Delaware
+$499K
5
Stifel Financial
Stifel Financial
Missouri
+$442K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$796K
2
Bank of America
Bank of America
North Carolina
-$357K
3
Invesco
Invesco
Georgia
-$251K
4
UBS Group
UBS Group
Switzerland
-$155K
5
TIM
Tortoise Investment Management
New York
-$57.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$332K +$47.3K +3,250 +17%
Invesco
27
Invesco
Georgia
$307K -$251K -17,264 -45%
IWC
28
Integrated Wealth Concepts
Massachusetts
$299K – – –
Ameriprise
29
Ameriprise
Minnesota
$286K -$27.8K -1,909 -9%
AC
30
Avestar Capital
New York
$266K – – –
IWM
31
IHT Wealth Management
Illinois
$227K +$224K +15,377 New
IWA
32
IBEX Wealth Advisors
New Jersey
$220K – – –
SRC
33
Shufro Rose & Co
New York
$192K – – –
Millennium Management
34
Millennium Management
New York
$188K +$185K +12,712 New
PA
35
Pinnacle Associates
New York
$185K +$7.44K +511 +4%
OWA
36
Opal Wealth Advisors
New York
$180K +$177K +12,175 New
PWA
37
Primoris Wealth Advisors
Florida
$171K +$168K +11,514 New
NA
38
NewEdge Advisors
Louisiana
$160K +$157K +10,801 New
TF
39
Tompkins Financial
New York
$155K – – –
CAN
40
Cetera Advisor Networks
California
$149K -$16K -1,100 -10%
Osaic Holdings
41
Osaic Holdings
Arizona
$148K +$30.6K +2,100 +26%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$117K +$15 +1 +0%
SPIA
43
Steward Partners Investment Advisory
New York
$115K +$131 +9 +0.1%
SWM
44
Spire Wealth Management
Virginia
$107K +$105K +7,210 New
CC
45
Commons Capital
Massachusetts
$107K +$105K +7,236 New
APA
46
American Portfolios Advisors
New York
$104K -$32K -2,200 -24%
BFEC
47
Benjamin F. Edwards & Company
Missouri
$87K – – –
SW
48
SVB Wealth
Massachusetts
$60K – – –
Lazard Asset Management
49
Lazard Asset Management
New York
$51K – – –
Citigroup
50
Citigroup
New York
$27K – – –
1
2
3

NAN Hedge Fund Activity: Q4 2021 in Review

55 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Quality Municipal Income Fund (NAN) for Q4 2021, worth a combined $55.8M — up 5.4% from $53M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NAN positions and 3 closed out — a net gain of 8 holders — while 19 added to existing stakes and 9 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $765K. The largest seller was Karpus Investment Management, cutting an estimated $796K.

  • 55 institutional investors held Nuveen New York Quality Municipal Income Fund (NAN) as of Q4 2021, up from 48 in Q3 2021.
  • Funds reported $55.8M of Nuveen New York Quality Municipal Income Fund stock for Q4 2021, up 5.4% quarter-over-quarter.
  • 11 funds opened new Nuveen New York Quality Municipal Income Fund positions in Q4 2021 and 3 closed out, a net change of +8 holders.
  • The largest Nuveen New York Quality Municipal Income Fund buyer in Q4 2021 was Hennion & Walsh Asset Management, an estimated $765K added.
  • The largest Nuveen New York Quality Municipal Income Fund seller in Q4 2021 was Karpus Investment Management, an estimated $796K sold.

Based on aggregated 13F filings for Q4 2021.