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Nuveen New York Quality Municipal Income Fund
NAN

51 hedge funds and large institutions have $53M invested in Nuveen New York Quality Municipal Income Fund in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $47M → $53M (+$5.98M)

1.45% more ownership

Funds ownership: 14.6% → 16.04% (+1.4%)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less funds holding

Funds holding: 55 → 51 (-4)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
51
Holders Change
-4
Holders Change %
-7.27%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
14
Reduced
13
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$6.23M
2
SCM
Saba Capital Management
New York
+$2.21M
3
LSC
Logan Stone Capital
Illinois
+$1.81M
4
HWAM
Hennion & Walsh Asset Management
New Jersey
+$1.36M
5
Morgan Stanley
Morgan Stanley
New York
+$531K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$3.45M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$2.16M
3
V
Veritable
Delaware
-$792K
4
Bank of America
Bank of America
North Carolina
-$750K
5
UBS Group
UBS Group
Switzerland
-$637K
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
26
Strategic Advisors
New York
$195K – – –
Ameriprise
27
Ameriprise
Minnesota
$190K -$945 -91 -0.5%
Osaic Holdings
28
Osaic Holdings
Arizona
$189K +$18.6K +1,793 +11%
MML Investors Services
29
MML Investors Services
Massachusetts
$166K +$4.26K +410 +3%
IWM
30
IHT Wealth Management
Illinois
$165K – – –
IWA
31
IBEX Wealth Advisors
New Jersey
$160K – – –
LCM
32
Landscape Capital Management
New Jersey
$158K +$153K +14,735 New
KAS
33
Kestra Advisory Services
Texas
$156K -$59.6K -5,745 -28%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$156K -$105K -10,101 -41%
RJA
35
Raymond James & Associates
Florida
$149K +$37.3K +3,591 +35%
Stifel Financial
36
Stifel Financial
Missouri
$147K +$143K +13,775 New
BFEC
37
Benjamin F. Edwards & Company
Missouri
$134K -$15.6K -1,500 -11%
PA
38
Pinnacle Associates
New York
$124K +$156 +15 +0.1%
BAAM
39
Baker Avenue Asset Management
California
$118K – – –
DWM
40
Dakota Wealth Management
Florida
$113K +$110K +10,600 New
SRC
41
Shufro Rose & Co
New York
$112K -$62.3K -6,000 -36%
CAN
42
Cetera Advisor Networks
California
$112K -$6.47K -623 -6%
TF
43
Tompkins Financial
New York
$112K – – –
MAG
44
MRA Advisory Group
New Jersey
$110K +$1.29K +124 +1%
CWM
45
Circle Wealth Management
New Jersey
$107K – – –
NA
46
Nottingham Advisors
New York
$107K – – –
SPIA
47
Steward Partners Investment Advisory
New York
$83.4K +$114 +11 +0.1%
Lazard Asset Management
48
Lazard Asset Management
New York
$37K – – –
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$13.2K – – –
WTA
50
Washington Trust Advisors
Massachusetts
$10.5K – – –
1
2
3

NAN Hedge Fund Activity: Q4 2022 in Review

51 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Quality Municipal Income Fund (NAN) for Q4 2022, worth a combined $53M — up 13% from $47M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of NAN and 8 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 14 added.

The largest buyer was Karpus Investment Management, adding an estimated $6.23M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $3.45M sold.

  • 51 institutional investors held Nuveen New York Quality Municipal Income Fund (NAN) as of Q4 2022, down from 55 in Q3 2022.
  • Funds reported $53M of Nuveen New York Quality Municipal Income Fund stock for Q4 2022, up 13% quarter-over-quarter.
  • 8 funds opened new Nuveen New York Quality Municipal Income Fund positions in Q4 2022 and 11 closed out, a net change of -3 holders.
  • The largest Nuveen New York Quality Municipal Income Fund buyer in Q4 2022 was Karpus Investment Management, an estimated $6.23M added.
  • The largest Nuveen New York Quality Municipal Income Fund seller in Q4 2022 was Rivernorth Capital Management, an estimated $3.45M sold.

Based on aggregated 13F filings for Q4 2022.