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Nuveen New York Quality Municipal Income Fund

50 hedge funds and large institutions have $78.8M invested in Nuveen New York Quality Municipal Income Fund in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 14

33% more capital invested

Capital invested by funds: $59.3M → $78.8M (+$19.5M)

3.26% more ownership

Funds ownership: 19.87%23.14% (+3.3%)

12% less funds holding

Funds holding: 5750 (-7)

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
50
Holders Change
-7
Holders Change %
-12.28%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
19
Reduced
14
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$247K -$1.12K -112 -0.5%
IWC
27
Integrated Wealth Concepts
Massachusetts
$232K
HKAM
28
Horizon Kinetics Asset Management
New York
$230K
CWM
29
Circle Wealth Management
New Jersey
$224K +$1.96K +196 +1%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$217K -$145K -14,441 -42%
FFG
31
Frisch Financial Group
New York
$194K -$65.6K -6,548 -27%
Ameriprise
32
Ameriprise
Minnesota
$188K +$27.1K +2,705 +19%
IWM
33
IHT Wealth Management
Illinois
$170K
SRC
34
Shufro Rose & Co
New York
$164K
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$150K +$13K +1,297 +11%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$147K -$25.2K -2,514 -16%
DWM
37
Dakota Wealth Management
Florida
$134K +$15K +1,500 +14%
Osaic Holdings
38
Osaic Holdings
Arizona
$126K -$58.2K -5,809 -34%
BAAM
39
Baker Avenue Asset Management
California
$122K
KWA
40
Kingswood Wealth Advisors
California
$121K +$110K +11,000 New
TF
41
Tompkins Financial
New York
$116K
JP Morgan Chase
42
JP Morgan Chase
New York
$112K +$83.1K +8,295 +458%
CAN
43
Cetera Advisor Networks
California
$111K -$2.5K -249 -2%
SPIA
44
Steward Partners Investment Advisory
New York
$100K -$7.18K -716 -7%
GWSG
45
GPS Wealth Strategies Group
Colorado
$73.7K
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$73K +$20.6K +2,056 +45%
BFEC
47
Benjamin F. Edwards & Company
Missouri
$44K
Lazard Asset Management
48
Lazard Asset Management
New York
$38K
ATC
49
Adirondack Trust Company
New York
$31.7K
FWM
50
Focused Wealth Management
New York
$6.62K

NAN Hedge Fund Activity: Q4 2023 in Review

50 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Quality Municipal Income Fund (NAN) for Q4 2023, worth a combined $78.8M — up 33% from $59.3M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of NAN and 5 opened new positions — a net loss of 6 holders — while 14 trimmed existing stakes and 19 added.

The largest buyer was Lido Advisors, opening a new position worth an estimated $4.87M. The largest seller was Cohen & Steers, exiting entirely with an estimated $362K sold.

  • 50 institutional investors held Nuveen New York Quality Municipal Income Fund (NAN) as of Q4 2023, down from 57 in Q3 2023.
  • Funds reported $78.8M of Nuveen New York Quality Municipal Income Fund stock for Q4 2023, up 33% quarter-over-quarter.
  • 5 funds opened new Nuveen New York Quality Municipal Income Fund positions in Q4 2023 and 11 closed out, a net change of -6 holders.
  • The largest Nuveen New York Quality Municipal Income Fund buyer in Q4 2023 was Lido Advisors, an estimated $4.87M added.
  • The largest Nuveen New York Quality Municipal Income Fund seller in Q4 2023 was Cohen & Steers, an estimated $362K sold.

Based on aggregated 13F filings for Q4 2023.