We are live on ! Find out more
NAN icon

Nuveen New York Quality Municipal Income Fund

47 hedge funds and large institutions have $49.6M invested in Nuveen New York Quality Municipal Income Fund in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

2.28% less ownership

Funds ownership: 16.39%14.11% (-2.3%)

8% less funds holding

Funds holding: 5147 (-4)

17% less capital invested

Capital invested by funds: $59.6M → $49.6M (-$9.99M)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
47
Holders Change
-4
Holders Change %
-7.84%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
12
Reduced
10
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$203K +$30.2K +2,617 +17%
AWS
27
Atria Wealth Solutions
New York
$194K +$197K +17,049 New
MOS
28
MGO One Seven
Ohio
$176K
TIM
29
Tortoise Investment Management
New York
$172K -$460K -39,850 -73%
IWA
30
IBEX Wealth Advisors
New Jersey
$170K +$172K +14,908 New
LPL Financial
31
LPL Financial
California
$167K +$169K +14,674 New
Ameriprise
32
Ameriprise
Minnesota
$165K -$23K -1,995 -12%
SI
33
Stephens Inc
Arkansas
$162K +$164K +14,226 New
Stifel Financial
34
Stifel Financial
Missouri
$151K +$8.95K +775 +6%
IWC
35
Integrated Wealth Concepts
Massachusetts
$130K
SAM
36
Seelaus Asset Management
New Jersey
$129K +$131K +11,306 New
OWA
37
Opal Wealth Advisors
New York
$121K -$5.15K -446 -4%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$115K
BAM
39
Broyhill Asset Management
North Carolina
$114K +$115K +10,000 New
NW
40
NewEdge Wealth
Pennsylvania
$114K +$115K +10,000 New
SPIA
41
Steward Partners Investment Advisory
New York
$96.9K
TF
42
Tompkins Financial
New York
$96.4K
GWSG
43
GPS Wealth Strategies Group
Colorado
$76.1K
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$72K
ATC
45
Adirondack Trust Company
New York
$33.1K
AF
46
Allworth Financial
California
$5.15K
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$5K
LSC
48
Logan Stone Capital
Illinois
-$3.39M -287,257 Closed
KIM
49
Karpus Investment Management
New York
-$3.18M -269,531 Closed
ATS
50
Ashton Thomas Securities
New York
-$1.26M -106,816 Closed

NAN Hedge Fund Activity: Q4 2024 in Review

47 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Quality Municipal Income Fund (NAN) for Q4 2024, worth a combined $49.6M — down 17% from $59.6M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of NAN and 9 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 12 added.

The largest buyer was Transcend Capital Advisors, adding an estimated $2.73M. The largest seller was Logan Stone Capital, exiting entirely with an estimated $3.39M sold.

  • 47 institutional investors held Nuveen New York Quality Municipal Income Fund (NAN) as of Q4 2024, down from 51 in Q3 2024.
  • Funds reported $49.6M of Nuveen New York Quality Municipal Income Fund stock for Q4 2024, down 17% quarter-over-quarter.
  • 9 funds opened new Nuveen New York Quality Municipal Income Fund positions in Q4 2024 and 11 closed out, a net change of -2 holders.
  • The largest Nuveen New York Quality Municipal Income Fund buyer in Q4 2024 was Transcend Capital Advisors, an estimated $2.73M added.
  • The largest Nuveen New York Quality Municipal Income Fund seller in Q4 2024 was Logan Stone Capital, an estimated $3.39M sold.

Based on aggregated 13F filings for Q4 2024.