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Nuveen New York Quality Municipal Income Fund
NAN

52 hedge funds and large institutions have $58.6M invested in Nuveen New York Quality Municipal Income Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

11% more capital invested

Capital invested by funds: $53M → $58.6M (+$5.62M)

2% more funds holding

Funds holding: 51 → 52 (+1)

1.29% more ownership

Funds ownership: 16.04% → 17.34% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
17
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$1.64M
2
SCM
Saba Capital Management
New York
+$1.21M
3
GC
Guggenheim Capital
Illinois
+$862K
4
HWAM
Hennion & Walsh Asset Management
New Jersey
+$704K
5
AA
AQR Arbitrage
Connecticut
+$299K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$370K
2
RCM
Robinson Capital Management
Michigan
-$278K
3
V
Veritable
Delaware
-$203K
4
IWA
IBEX Wealth Advisors
New Jersey
-$160K
5
LCM
Landscape Capital Management
New Jersey
-$158K
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
26
Strategic Advisors
New York
$201K – – –
JP Morgan Chase
27
JP Morgan Chase
New York
$185K +$183K +16,741 New
Osaic Holdings
28
Osaic Holdings
Arizona
$177K -$19K -1,738 -10%
IWM
29
IHT Wealth Management
Illinois
$170K – – –
Charles Schwab
30
Charles Schwab
California
$157K +$156K +14,200 New
RJFSA
31
Raymond James Financial Services Advisors
Florida
$157K -$4.38K -400 -3%
MML Investors Services
32
MML Investors Services
Massachusetts
$148K -$23.4K -2,135 -14%
Stifel Financial
33
Stifel Financial
Missouri
$144K -$7.67K -700 -5%
PA
34
Pinnacle Associates
New York
$128K +$66 +6 +0.1%
BAAM
35
Baker Avenue Asset Management
California
$122K – – –
DWM
36
Dakota Wealth Management
Florida
$117K – – –
TF
37
Tompkins Financial
New York
$116K – – –
SRC
38
Shufro Rose & Co
New York
$116K – – –
CAN
39
Cetera Advisor Networks
California
$116K – – –
MAG
40
MRA Advisory Group
New Jersey
$114K +$767 +70 +0.7%
CWM
41
Circle Wealth Management
New Jersey
$110K – – –
NA
42
Nottingham Advisors
New York
$110K – – –
SPIA
43
Steward Partners Investment Advisory
New York
$84.6K -$1.48K -135 -2%
GWSG
44
GPS Wealth Strategies Group
Colorado
$73.7K +$73.1K +6,675 New
BFEC
45
Benjamin F. Edwards & Company
Missouri
$44K -$93.1K -8,500 -68%
Lazard Asset Management
46
Lazard Asset Management
New York
$38K – – –
ATC
47
Adirondack Trust Company
New York
$32K +$31.8K +2,900 New
FWM
48
Focused Wealth Management
New York
$17.5K +$17.4K +1,585 New
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$13.7K – – –
WTA
50
Washington Trust Advisors
Massachusetts
$10.8K – – –
1
2
3

NAN Hedge Fund Activity: Q1 2023 in Review

52 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Quality Municipal Income Fund (NAN) for Q1 2023, worth a combined $58.6M — up 11% from $53M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NAN positions and 6 closed out — a net gain of 1 holder — while 17 added to existing stakes and 11 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $1.64M. The largest seller was Bank of America, cutting an estimated $370K.

  • 52 institutional investors held Nuveen New York Quality Municipal Income Fund (NAN) as of Q1 2023, up from 51 in Q4 2022.
  • Funds reported $58.6M of Nuveen New York Quality Municipal Income Fund stock for Q1 2023, up 11% quarter-over-quarter.
  • 7 funds opened new Nuveen New York Quality Municipal Income Fund positions in Q1 2023 and 6 closed out, a net change of +1 holder.
  • The largest Nuveen New York Quality Municipal Income Fund buyer in Q1 2023 was Karpus Investment Management, an estimated $1.64M added.
  • The largest Nuveen New York Quality Municipal Income Fund seller in Q1 2023 was Bank of America, an estimated $370K sold.

Based on aggregated 13F filings for Q1 2023.