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Nuveen New York Quality Municipal Income Fund
NAN

53 hedge funds and large institutions have $72.8M invested in Nuveen New York Quality Municipal Income Fund in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

4% more funds holding

Funds holding: 51 → 53 (+2)

4% less capital invested

Capital invested by funds: $75.8M → $72.8M (-$2.97M)

1.47% less ownership

Funds ownership: 22.43% → 20.96% (-1.5%)

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
16
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$727K
2
Morgan Stanley
Morgan Stanley
New York
+$657K
3
MSL
Mackay Shields LLC
New York
+$543K
4
GC
Guggenheim Capital
Illinois
+$508K
5
FPCP
Fort Point Capital Partners
California
+$421K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$3.65M
2
SCM
Saba Capital Management
New York
-$2.77M
3
LSC
Logan Stone Capital
Illinois
-$1.72M
4
AA
AQR Arbitrage
Connecticut
-$678K
5
FNWM
Financial Network Wealth Management
Utah
-$345K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$390K -$63.3K -5,823 -14%
O3W
27
Omni 360 Wealth
New Jersey
$304K +$32.9K +3,028 +13%
SRC
28
Shufro Rose & Co
New York
$304K – – –
MML Investors Services
29
MML Investors Services
Massachusetts
$270K +$3.22K +296 +1%
IWC
30
Integrated Wealth Concepts
Massachusetts
$237K – – –
HKAM
31
Horizon Kinetics Asset Management
New York
$234K – – –
CWM
32
Circle Wealth Management
New Jersey
$234K +$3.03K +279 +1%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$224K +$76.7K +7,062 +55%
MOS
34
MGO One Seven
Ohio
$174K +$168K +15,425 New
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$171K +$17.3K +1,592 +12%
Nomura Holdings
36
Nomura Holdings
Japan
$168K +$19.6K +1,800 +14%
Ameriprise
37
Ameriprise
Minnesota
$165K -$26K -2,394 -14%
LCM
38
Landscape Capital Management
New Jersey
$140K -$281K -25,879 -67%
DWM
39
Dakota Wealth Management
Florida
$136K – – –
KWA
40
Kingswood Wealth Advisors
California
$124K – – –
OWA
41
Opal Wealth Advisors
New York
$123K +$118K +10,900 New
Stifel Financial
42
Stifel Financial
Missouri
$118K +$114K +10,487 New
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$113K -$1.22K -112 -1%
SPIA
44
Steward Partners Investment Advisory
New York
$95.6K – – –
TF
45
Tompkins Financial
New York
$95.1K -$22.3K -2,051 -20%
GWSG
46
GPS Wealth Strategies Group
Colorado
$75.1K – – –
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$74.4K – – –
BFEC
48
Benjamin F. Edwards & Company
Missouri
$45K – – –
SIA
49
Sit Investment Associates
Minnesota
$41K +$39.6K +3,646 New
Lazard Asset Management
50
Lazard Asset Management
New York
$39K – – –
1
2
3

NAN Hedge Fund Activity: Q2 2024 in Review

53 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Quality Municipal Income Fund (NAN) for Q2 2024, worth a combined $72.8M — down 3.9% from $75.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NAN positions and 4 closed out — a net gain of 3 holders — while 16 added to existing stakes and 14 trimmed.

The largest buyer was Bank of America, adding an estimated $727K. The largest seller was Karpus Investment Management, cutting an estimated $3.65M.

  • 53 institutional investors held Nuveen New York Quality Municipal Income Fund (NAN) as of Q2 2024, up from 51 in Q1 2024.
  • Funds reported $72.8M of Nuveen New York Quality Municipal Income Fund stock for Q2 2024, down 3.9% quarter-over-quarter.
  • 7 funds opened new Nuveen New York Quality Municipal Income Fund positions in Q2 2024 and 4 closed out, a net change of +3 holders.
  • The largest Nuveen New York Quality Municipal Income Fund buyer in Q2 2024 was Bank of America, an estimated $727K added.
  • The largest Nuveen New York Quality Municipal Income Fund seller in Q2 2024 was Karpus Investment Management, an estimated $3.65M sold.

Based on aggregated 13F filings for Q2 2024.