Nuveen New York Quality Municipal Income Fund
NAN
57 hedge funds and large institutions have $59.3M invested in Nuveen New York Quality Municipal Income Fund in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
38% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 13
8% more funds holding
Funds holding: 53 → 57 (+4)
2.52% more ownership
Funds ownership: 17.35% → 19.87% (+2.5%)
3% more capital invested
Capital invested by funds: $57.6M → $59.3M (+$1.74M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$4.17M |
| 2 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$2.18M |
| 3 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$955K |
| 4 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$692K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$654K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$889K |
| 2 |
Morgan Stanley
New York
|
-$512K |
| 3 |
FNWM
Financial Network Wealth Management
Draper,
Utah
|
-$341K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$277K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$216K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFEC
51
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $39K | – | – | – |
|
52
Lazard Asset Management
New York
| $33K | – | – | – |
|
|
ATC
53
Adirondack Trust Company
Saratoga Springs,
New York
| $28K | – | – | – |
|
54
JP Morgan Chase
New York
| $17.5K | +$18.8K | +1,812 | New |
|
|
WTA
55
Washington Trust Advisors
Wellesley,
Massachusetts
| $9.46K | – | – | – |
|
|
FWM
56
Focused Wealth Management
Newburgh,
New York
| $5.8K | – | – | – |
|
|
AF
57
Allworth Financial
Folsom,
California
| $4.35K | – | – | – |
|
|
FIA
58
FNY Investment Advisers
New York
| $4K | – | – | – |
|
|
FNWM
59
Financial Network Wealth Management
Draper,
Utah
| – | -$341K | -31,727 | Closed |
|
|
MAG
60
MRA Advisory Group
Parsippany,
New Jersey
| – | -$112K | -10,452 | Closed |
|
61
Fidelity Investments
Boston,
Massachusetts
| – | -$11 | -1 | Closed |
|
NAN Hedge Fund Activity: Q3 2023 in Review
57 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Quality Municipal Income Fund (NAN) for Q3 2023, worth a combined $59.3M — up 3% from $57.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new NAN positions and 3 closed out — a net gain of 4 holders — while 18 added to existing stakes and 13 trimmed.
The largest buyer was Saba Capital Management, adding an estimated $4.17M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $889K.
- 57 institutional investors held Nuveen New York Quality Municipal Income Fund (NAN) as of Q3 2023, up from 53 in Q2 2023.
- Funds reported $59.3M of Nuveen New York Quality Municipal Income Fund stock for Q3 2023, up 3% quarter-over-quarter.
- 7 funds opened new Nuveen New York Quality Municipal Income Fund positions in Q3 2023 and 3 closed out, a net change of +4 holders.
- The largest Nuveen New York Quality Municipal Income Fund buyer in Q3 2023 was Saba Capital Management, an estimated $4.17M added.
- The largest Nuveen New York Quality Municipal Income Fund seller in Q3 2023 was Hennion & Walsh Asset Management, an estimated $889K sold.
Based on aggregated 13F filings for Q3 2023.