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Nuveen New York Quality Municipal Income Fund

51 hedge funds and large institutions have $59.6M invested in Nuveen New York Quality Municipal Income Fund in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

4% less funds holding

Funds holding: 5351 (-2)

4.58% less ownership

Funds ownership: 20.96%16.39% (-4.6%)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

18% less capital invested

Capital invested by funds: $72.8M → $59.6M (-$13.3M)

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
17
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FNWM
26
Financial Network Wealth Management
Utah
$376K +$364K +31,727 New
O3W
27
Omni 360 Wealth
New Jersey
$321K +$2.05K +179 +0.7%
AIA
28
Absolute Investment Advisers
Florida
$318K +$310K +27,000 New
SRC
29
Shufro Rose & Co
New York
$304K
MML Investors Services
30
MML Investors Services
Massachusetts
$288K +$4.82K +420 +2%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$281K +$45.7K +3,985 +20%
CWM
32
Circle Wealth Management
New Jersey
$245K
Ameriprise
33
Ameriprise
Minnesota
$195K +$20.6K +1,798 +12%
MOS
34
MGO One Seven
Ohio
$182K
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$179K +$344 +30 +0.2%
Stifel Financial
36
Stifel Financial
Missouri
$147K +$22.7K +1,975 +19%
PI
37
PFG Investments
New York
$145K +$141K +12,315 New
IWC
38
Integrated Wealth Concepts
Massachusetts
$134K -$111K -9,651 -46%
OWA
39
Opal Wealth Advisors
New York
$130K +$1.44K +125 +1%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$119K
TCA
41
Transcend Capital Advisors
New Jersey
$118K +$115K +10,000 New
NB
42
NBT Bank
New York
$106K +$103K +9,000 New
SPIA
43
Steward Partners Investment Advisory
New York
$100K
TF
44
Tompkins Financial
New York
$99.7K
GWSG
45
GPS Wealth Strategies Group
Colorado
$78.7K
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$74.5K -$3.44K -300 -5%
ATC
47
Adirondack Trust Company
New York
$34.2K
BBPWM
48
Blue Bell Private Wealth Management
Pennsylvania
$23.6K
AF
49
Allworth Financial
California
$5.31K
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$5K

NAN Hedge Fund Activity: Q3 2024 in Review

51 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Quality Municipal Income Fund (NAN) for Q3 2024, worth a combined $59.6M — down 18% from $72.8M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of NAN and 6 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 17 added.

The largest buyer was Morgan Stanley, adding an estimated $905K. The largest seller was Saba Capital Management, exiting entirely with an estimated $9.29M sold.

  • 51 institutional investors held Nuveen New York Quality Municipal Income Fund (NAN) as of Q3 2024, down from 53 in Q2 2024.
  • Funds reported $59.6M of Nuveen New York Quality Municipal Income Fund stock for Q3 2024, down 18% quarter-over-quarter.
  • 6 funds opened new Nuveen New York Quality Municipal Income Fund positions in Q3 2024 and 7 closed out, a net change of -1 holder.
  • The largest Nuveen New York Quality Municipal Income Fund buyer in Q3 2024 was Morgan Stanley, an estimated $905K added.
  • The largest Nuveen New York Quality Municipal Income Fund seller in Q3 2024 was Saba Capital Management, an estimated $9.29M sold.

Based on aggregated 13F filings for Q3 2024.