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Nuveen New York Quality Municipal Income Fund

59 hedge funds and large institutions have $52.6M invested in Nuveen New York Quality Municipal Income Fund in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

0.46% more ownership

Funds ownership: 14.11%14.58% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $54.8M → $52.6M (-$2.16M)

3% less funds holding

Funds holding: 6159 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
21
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$326K -$23.4K -1,997 -7%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$286K +$24.2K +2,065 +9%
IWC
28
Integrated Wealth Concepts
Massachusetts
$237K
OWA
29
Opal Wealth Advisors
New York
$236K +$60.3K +5,156 +34%
SA
30
Strategic Advisors
New York
$224K +$224K +19,137 New
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$215K -$53.8K -4,597 -20%
AC
32
Avestar Capital
New York
$212K
Ameriprise
33
Ameriprise
Minnesota
$209K -$23.4K -1,999 -10%
IWM
34
IHT Wealth Management
Illinois
$180K
UAS
35
United Asset Strategies
New York
$176K +$175K +15,000 New
IWA
36
IBEX Wealth Advisors
New Jersey
$175K
BFEC
37
Benjamin F. Edwards & Company
Missouri
$164K +$46.8K +4,000 +40%
Osaic Holdings
38
Osaic Holdings
Arizona
$157K +$21.6K +1,844 +16%
SRC
39
Shufro Rose & Co
New York
$152K
PA
40
Pinnacle Associates
New York
$147K +$70 +6 +0%
Stifel Financial
41
Stifel Financial
Missouri
$137K -$79.2K -6,775 -37%
PWA
42
Primoris Wealth Advisors
Florida
$135K
CAN
43
Cetera Advisor Networks
California
$130K +$12K +1,022 +10%
BAAM
44
Baker Avenue Asset Management
California
$129K
TF
45
Tompkins Financial
New York
$123K
CWM
46
Circle Wealth Management
New Jersey
$117K +$117K +10,000 New
SPIA
47
Steward Partners Investment Advisory
New York
$91K +$94 +8 +0.1%
APA
48
American Portfolios Advisors
New York
$82.4K
GWSG
49
GPS Wealth Strategies Group
Colorado
$78K
Lazard Asset Management
50
Lazard Asset Management
New York
$41K

NAN Hedge Fund Activity: Q2 2022 in Review

59 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Quality Municipal Income Fund (NAN) for Q2 2022, worth a combined $52.6M — down 3.9% from $54.8M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of NAN and 6 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 21 added.

The largest buyer was Karpus Investment Management, adding an estimated $1.78M. The largest seller was Rivernorth Capital Management, cutting an estimated $2.41M.

  • 59 institutional investors held Nuveen New York Quality Municipal Income Fund (NAN) as of Q2 2022, down from 61 in Q1 2022.
  • Funds reported $52.6M of Nuveen New York Quality Municipal Income Fund stock for Q2 2022, down 3.9% quarter-over-quarter.
  • 6 funds opened new Nuveen New York Quality Municipal Income Fund positions in Q2 2022 and 8 closed out, a net change of -2 holders.
  • The largest Nuveen New York Quality Municipal Income Fund buyer in Q2 2022 was Karpus Investment Management, an estimated $1.78M added.
  • The largest Nuveen New York Quality Municipal Income Fund seller in Q2 2022 was Rivernorth Capital Management, an estimated $2.41M sold.

Based on aggregated 13F filings for Q2 2022.