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Nuveen New York Quality Municipal Income Fund
NAN

51 hedge funds and large institutions have $42M invested in Nuveen New York Quality Municipal Income Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

9% more funds holding

Funds holding: 47 → 51 (+4)

2.16% less ownership

Funds ownership: 14.11% → 11.95% (-2.2%)

15% less capital invested

Capital invested by funds: $49.6M → $42M (-$7.63M)

Holders
51
Holders Change
+4
Holders Change %
+8.51%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
14
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$597K
2
BCG
Breakwater Capital Group
New Jersey
+$497K
3
AC
Avestar Capital
New York
+$245K
4
GC
Guggenheim Capital
Illinois
+$178K
5
APWA
Atlas Private Wealth Advisors
New Jersey
+$164K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.93M
2
TCA
Transcend Capital Advisors
New Jersey
-$2.81M
3
RCM
Rivernorth Capital Management
Florida
-$1.72M
4
RCM
Robinson Capital Management
Michigan
-$1.17M
5
HWAM
Hennion & Walsh Asset Management
New Jersey
-$857K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$170K -$135K -11,713 -44%
IWA
27
IBEX Wealth Advisors
New Jersey
$170K – – –
LPL Financial
28
LPL Financial
California
$168K +$932 +81 +0.6%
SI
29
Stephens Inc
Arkansas
$162K – – –
APWA
30
Atlas Private Wealth Advisors
New Jersey
$162K +$164K +14,220 New
Ameriprise
31
Ameriprise
Minnesota
$157K -$8.15K -708 -5%
PFS
32
Prospera Financial Services
Texas
$155K +$156K +13,582 New
Stifel Financial
33
Stifel Financial
Missouri
$151K – – –
KWA
34
Kingswood Wealth Advisors
California
$149K -$150K -13,000 -50%
OWA
35
Opal Wealth Advisors
New York
$137K +$16.4K +1,429 +14%
SAM
36
Seelaus Asset Management
New Jersey
$131K +$2.44K +212 +2%
IWC
37
Integrated Wealth Concepts
Massachusetts
$130K – – –
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$120K +$122K +10,569 New
BAM
39
Broyhill Asset Management
North Carolina
$114K – – –
NW
40
NewEdge Wealth
Pennsylvania
$114K – – –
SPIA
41
Steward Partners Investment Advisory
New York
$96.7K – – –
TF
42
Tompkins Financial
New York
$96.2K – – –
GWSG
43
GPS Wealth Strategies Group
Colorado
$76K – – –
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$71.9K – – –
TIM
45
Tortoise Investment Management
New York
$56.2K -$117K -10,143 -67%
GBT
46
Grove Bank & Trust
Florida
$34.1K +$34.5K +3,000 New
ATC
47
Adirondack Trust Company
New York
$33K – – –
AF
48
Allworth Financial
California
$5.01K – – –
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
FIA
50
FNY Investment Advisers
New York
$5K +$5.75K +500 New
1
2
3

NAN Hedge Fund Activity: Q1 2025 in Review

51 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Quality Municipal Income Fund (NAN) for Q1 2025, worth a combined $42M — down 15% from $49.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NAN positions and 4 closed out — a net gain of 4 holders — while 14 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $597K. The largest seller was Bank of America, cutting an estimated $2.93M.

  • 51 institutional investors held Nuveen New York Quality Municipal Income Fund (NAN) as of Q1 2025, up from 47 in Q4 2024.
  • Funds reported $42M of Nuveen New York Quality Municipal Income Fund stock for Q1 2025, down 15% quarter-over-quarter.
  • 8 funds opened new Nuveen New York Quality Municipal Income Fund positions in Q1 2025 and 4 closed out, a net change of +4 holders.
  • The largest Nuveen New York Quality Municipal Income Fund buyer in Q1 2025 was Morgan Stanley, an estimated $597K added.
  • The largest Nuveen New York Quality Municipal Income Fund seller in Q1 2025 was Bank of America, an estimated $2.93M sold.

Based on aggregated 13F filings for Q1 2025.