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Nuveen New York Quality Municipal Income Fund

55 hedge funds and large institutions have $47M invested in Nuveen New York Quality Municipal Income Fund in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

0.02% more ownership

Funds ownership: 14.58%14.6% (+0.02%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 5955 (-4)

11% less capital invested

Capital invested by funds: $52.6M → $47M (-$5.62M)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
55
Holders Change
-4
Holders Change %
-6.78%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
16
Reduced
13
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$212K
SA
27
Strategic Advisors
New York
$190K -$10.7K -932 -5%
AC
28
Avestar Capital
New York
$189K
Ameriprise
29
Ameriprise
Minnesota
$187K +$1K +87 +0.5%
SRC
30
Shufro Rose & Co
New York
$173K +$40.3K +3,500 +27%
Osaic Holdings
31
Osaic Holdings
Arizona
$167K +$30.6K +2,653 +20%
IWM
32
IHT Wealth Management
Illinois
$161K
MML Investors Services
33
MML Investors Services
Massachusetts
$159K -$146K -12,659 -46%
IWA
34
IBEX Wealth Advisors
New Jersey
$156K
BFEC
35
Benjamin F. Edwards & Company
Missouri
$147K
PA
36
Pinnacle Associates
New York
$121K -$11.4K -990 -8%
CAN
37
Cetera Advisor Networks
California
$116K
BAAM
38
Baker Avenue Asset Management
California
$115K
TF
39
Tompkins Financial
New York
$110K
RJA
40
Raymond James & Associates
Florida
$108K +$119K +10,291 New
CWM
41
Circle Wealth Management
New Jersey
$105K
NA
42
Nottingham Advisors
New York
$105K +$115K +10,000 New
MAG
43
MRA Advisory Group
New Jersey
$104K +$117K +10,151 New
SPIA
44
Steward Partners Investment Advisory
New York
$82K +$104 +9 +0.1%
APA
45
American Portfolios Advisors
New York
$73.5K
GWSG
46
GPS Wealth Strategies Group
Colorado
$70K
Lazard Asset Management
47
Lazard Asset Management
New York
$36K
Citigroup
48
Citigroup
New York
$19K
FWM
49
Focused Wealth Management
New York
$16K
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$13K -$19.3K -1,673 -57%

NAN Hedge Fund Activity: Q3 2022 in Review

55 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Quality Municipal Income Fund (NAN) for Q3 2022, worth a combined $47M — down 11% from $52.6M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of NAN and 5 opened new positions — a net loss of 4 holders — while 13 trimmed existing stakes and 16 added.

The largest buyer was Bank of America, adding an estimated $990K. The largest seller was Mission Wealth Management, exiting entirely with an estimated $603K sold.

  • 55 institutional investors held Nuveen New York Quality Municipal Income Fund (NAN) as of Q3 2022, down from 59 in Q2 2022.
  • Funds reported $47M of Nuveen New York Quality Municipal Income Fund stock for Q3 2022, down 11% quarter-over-quarter.
  • 5 funds opened new Nuveen New York Quality Municipal Income Fund positions in Q3 2022 and 9 closed out, a net change of -4 holders.
  • The largest Nuveen New York Quality Municipal Income Fund buyer in Q3 2022 was Bank of America, an estimated $990K added.
  • The largest Nuveen New York Quality Municipal Income Fund seller in Q3 2022 was Mission Wealth Management, an estimated $603K sold.

Based on aggregated 13F filings for Q3 2022.