Nuveen New York Quality Municipal Income Fund
NAN
55 hedge funds and large institutions have $55.8M invested in Nuveen New York Quality Municipal Income Fund in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 3 closing their positions.
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
111% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 9
15% more funds holding
Funds holding: 48 → 55 (+7)
5% more capital invested
Capital invested by funds: $53M → $55.8M (+$2.85M)
0.57% more ownership
Funds ownership: 11.66% → 12.23% (+0.57%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$765K |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$613K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$591K |
| 4 |
V
Veritable
Wilmington,
Delaware
|
+$499K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$442K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$796K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$357K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$251K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$155K |
| 5 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$57.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FWM
51
Focused Wealth Management
Newburgh,
New York
| $22K | – | – | – |
|
52
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $15K | – | – | – |
|
|
WTA
53
Washington Trust Advisors
Wellesley,
Massachusetts
| $14K | +$14.2K | +978 | New |
|
|
SJIA
54
St. James Investment Advisors
Port Jefferson,
New York
| $13K | +$13.1K | +902 | New |
|
55
Rockefeller Capital Management
New York
| $9K | +$116 | +8 | +1% |
|
|
UB
56
UMB Bank
Kansas City,
Missouri
| $5K | +$4.83K | +332 | New |
|
|
HA
57
Herold Advisors
New York
| – | -$14K | -1,007 | Closed |
|
|
WT
58
Washington Trust
Westerly,
Rhode Island
| – | -$14K | -978 | Closed |
|
|
CAL
59
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$12K | -792 | Closed |
|
NAN Hedge Fund Activity: Q4 2021 in Review
55 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Quality Municipal Income Fund (NAN) for Q4 2021, worth a combined $55.8M — up 5.4% from $53M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new NAN positions and 3 closed out — a net gain of 8 holders — while 19 added to existing stakes and 9 trimmed.
The largest buyer was Hennion & Walsh Asset Management, adding an estimated $765K. The largest seller was Karpus Investment Management, cutting an estimated $796K.
- 55 institutional investors held Nuveen New York Quality Municipal Income Fund (NAN) as of Q4 2021, up from 48 in Q3 2021.
- Funds reported $55.8M of Nuveen New York Quality Municipal Income Fund stock for Q4 2021, up 5.4% quarter-over-quarter.
- 11 funds opened new Nuveen New York Quality Municipal Income Fund positions in Q4 2021 and 3 closed out, a net change of +8 holders.
- The largest Nuveen New York Quality Municipal Income Fund buyer in Q4 2021 was Hennion & Walsh Asset Management, an estimated $765K added.
- The largest Nuveen New York Quality Municipal Income Fund seller in Q4 2021 was Karpus Investment Management, an estimated $796K sold.
Based on aggregated 13F filings for Q4 2021.