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Nuveen New York Quality Municipal Income Fund
NAN

51 hedge funds and large institutions have $75.8M invested in Nuveen New York Quality Municipal Income Fund in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 50 → 51 (+1)

0.7% less ownership

Funds ownership: 23.14% → 22.43% (-0.7%)

4% less capital invested

Capital invested by funds: $78.8M → $75.8M (-$3M)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
14
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.11M
2
GC
Guggenheim Capital
Illinois
+$648K
3
FPCP
Fort Point Capital Partners
California
+$554K
4
Cohen & Steers
Cohen & Steers
New York
+$438K
5
Bank of America
Bank of America
North Carolina
+$432K

Top Sellers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
-$1.82M
2
Morgan Stanley
Morgan Stanley
New York
-$1.79M
3
Lido Advisors
Lido Advisors
California
-$690K
4
LSC
Logan Stone Capital
Illinois
-$380K
5
AA
AQR Arbitrage
Connecticut
-$337K
Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
26
Shufro Rose & Co
New York
$296K +$110K +10,000 +59%
O3W
27
Omni 360 Wealth
New Jersey
$263K +$1.34K +122 +0.5%
MML Investors Services
28
MML Investors Services
Massachusetts
$260K +$15.1K +1,380 +6%
IWC
29
Integrated Wealth Concepts
Massachusetts
$231K – – –
HKAM
30
Horizon Kinetics Asset Management
New York
$228K – – –
CWM
31
Circle Wealth Management
New Jersey
$225K +$2.63K +240 +1%
Ameriprise
32
Ameriprise
Minnesota
$187K +$427 +39 +0.2%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$149K – – –
Nomura Holdings
34
Nomura Holdings
Japan
$143K +$143K +13,100 New
RJFSA
35
Raymond James Financial Services Advisors
Florida
$140K -$5.41K -494 -4%
FFG
36
Frisch Financial Group
New York
$138K -$53.8K -4,909 -28%
DWM
37
Dakota Wealth Management
Florida
$132K – – –
KWA
38
Kingswood Wealth Advisors
California
$120K – – –
TF
39
Tompkins Financial
New York
$115K – – –
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$112K +$112K +10,198 New
Osaic Holdings
41
Osaic Holdings
Arizona
$111K -$14.2K -1,299 -11%
CAN
42
Cetera Advisor Networks
California
$110K – – –
SPIA
43
Steward Partners Investment Advisory
New York
$93.1K -$6.14K -561 -6%
WAM
44
Wolverine Asset Management
Illinois
$82.7K +$82.7K +7,555 New
GWSG
45
GPS Wealth Strategies Group
Colorado
$73.1K – – –
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$72.5K – – –
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
$31.8K – – –
BBPWM
50
Blue Bell Private Wealth Management
Pennsylvania
$21.9K +$21.9K +2,000 New
1
2
3

NAN Hedge Fund Activity: Q1 2024 in Review

51 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Quality Municipal Income Fund (NAN) for Q1 2024, worth a combined $75.8M — down 3.8% from $78.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NAN positions and 6 closed out — a net gain of 1 holder — while 14 added to existing stakes and 15 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $1.11M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $1.82M.

  • 51 institutional investors held Nuveen New York Quality Municipal Income Fund (NAN) as of Q1 2024, up from 50 in Q4 2023.
  • Funds reported $75.8M of Nuveen New York Quality Municipal Income Fund stock for Q1 2024, down 3.8% quarter-over-quarter.
  • 7 funds opened new Nuveen New York Quality Municipal Income Fund positions in Q1 2024 and 6 closed out, a net change of +1 holder.
  • The largest Nuveen New York Quality Municipal Income Fund buyer in Q1 2024 was Royal Bank of Canada, an estimated $1.11M added.
  • The largest Nuveen New York Quality Municipal Income Fund seller in Q1 2024 was Hennion & Walsh Asset Management, an estimated $1.82M sold.

Based on aggregated 13F filings for Q1 2024.