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Nuveen New York Quality Municipal Income Fund

57 hedge funds and large institutions have $59.3M invested in Nuveen New York Quality Municipal Income Fund in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

8% more funds holding

Funds holding: 5357 (+4)

2.52% more ownership

Funds ownership: 17.35%19.87% (+2.5%)

3% more capital invested

Capital invested by funds: $57.6M → $59.3M (+$1.74M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
57
Holders Change
+4
Holders Change %
+7.55%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
18
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
26
Rivernorth Capital Management
Florida
$202K
HKAM
27
Horizon Kinetics Asset Management
New York
$202K
CWM
28
Circle Wealth Management
New Jersey
$194K +$105K +10,093 +101%
Osaic Holdings
29
Osaic Holdings
Arizona
$166K +$38.5K +3,701 +27%
SRC
30
Shufro Rose & Co
New York
$164K +$67.6K +6,500 +62%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$153K +$2.1K +202 +1%
IWM
32
IHT Wealth Management
Illinois
$149K
Ameriprise
33
Ameriprise
Minnesota
$139K -$216K -20,746 -59%
LPL Financial
34
LPL Financial
California
$120K +$129K +12,391 New
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$119K +$128K +12,303 New
TCA
36
Transcend Capital Advisors
New Jersey
$116K +$125K +12,000 New
LCM
37
Landscape Capital Management
New Jersey
$116K +$8.34K +802 +7%
Stifel Financial
38
Stifel Financial
Missouri
$115K -$24.2K -2,325 -16%
OWA
39
Opal Wealth Advisors
New York
$107K -$124K -11,925 -52%
BAAM
40
Baker Avenue Asset Management
California
$107K
PA
41
Pinnacle Associates
New York
$103K -$10.3K -990 -9%
DWM
42
Dakota Wealth Management
Florida
$103K
TF
43
Tompkins Financial
New York
$102K
CAN
44
Cetera Advisor Networks
California
$99.9K +$42 +4 +0%
SA
45
Strategic Advisors
New York
$98.7K -$83.2K -8,000 -44%
NA
46
Nottingham Advisors
New York
$96.7K
SPIA
47
Steward Partners Investment Advisory
New York
$94.5K +$22K +2,116 +28%
WAM
48
Wolverine Asset Management
Illinois
$73.8K +$79.3K +7,632 New
GWSG
49
GPS Wealth Strategies Group
Colorado
$64.5K
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$44.1K -$14K -1,345 -23%

NAN Hedge Fund Activity: Q3 2023 in Review

57 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Quality Municipal Income Fund (NAN) for Q3 2023, worth a combined $59.3M — up 3% from $57.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NAN positions and 3 closed out — a net gain of 4 holders — while 18 added to existing stakes and 13 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $4.17M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $889K.

  • 57 institutional investors held Nuveen New York Quality Municipal Income Fund (NAN) as of Q3 2023, up from 53 in Q2 2023.
  • Funds reported $59.3M of Nuveen New York Quality Municipal Income Fund stock for Q3 2023, up 3% quarter-over-quarter.
  • 7 funds opened new Nuveen New York Quality Municipal Income Fund positions in Q3 2023 and 3 closed out, a net change of +4 holders.
  • The largest Nuveen New York Quality Municipal Income Fund buyer in Q3 2023 was Saba Capital Management, an estimated $4.17M added.
  • The largest Nuveen New York Quality Municipal Income Fund seller in Q3 2023 was Hennion & Walsh Asset Management, an estimated $889K sold.

Based on aggregated 13F filings for Q3 2023.