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Nuveen New York Quality Municipal Income Fund

50 hedge funds and large institutions have $62.5M invested in Nuveen New York Quality Municipal Income Fund in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

4% more funds holding

Funds holding: 4850 (+2)

3% more capital invested

Capital invested by funds: $60.7M → $62.5M (+$1.81M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.72% less ownership

Funds ownership: 14.81%14.09% (-0.72%)

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
15
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$12.9M -$1.2M -85,117 -9%
CC
2
Claybrook Capital
Massachusetts
$6.72M
TIM
3
Tortoise Investment Management
New York
$5.79M -$476K -33,706 -8%
Bank of America
4
Bank of America
North Carolina
$5.37M +$191K +13,517 +4%
GC
5
Guggenheim Capital
Illinois
$4.76M -$563K -39,879 -11%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$3.35M +$76.6K +5,431 +2%
RCM
7
Rivernorth Capital Management
Florida
$3.2M -$1.91M -135,254 -37%
HighTower Advisors
8
HighTower Advisors
Illinois
$3.02M -$153K -10,816 -5%
Morgan Stanley
9
Morgan Stanley
New York
$2.29M +$290K +20,525 +15%
UBS Group
10
UBS Group
Switzerland
$2.1M +$394K +27,900 +23%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.57M +$142K +10,039 +10%
SA
12
Strategic Advisors
New York
$1.39M -$113K -8,000 -8%
Invesco
13
Invesco
Georgia
$1.39M -$77.3K -5,481 -5%
Wells Fargo
14
Wells Fargo
California
$1.04M +$16.8K +1,193 +2%
DWM
15
Dakota Wealth Management
Florida
$772K
HKAM
16
Horizon Kinetics Asset Management
New York
$709K
NCM
17
Next Capital Management
New York
$631K -$57.8K -4,098 -8%
CAN
18
Cetera Advisor Networks
California
$594K
MML Investors Services
19
MML Investors Services
Massachusetts
$514K +$127 +9 +0%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$377K +$120K +8,526 +47%
Citigroup
21
Citigroup
New York
$338K +$99.1K +7,025 +42%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$333K +$15.5K +1,100 +5%
AC
23
Avestar Capital
New York
$295K +$3.57K +253 +1%
PAG
24
Private Advisor Group
New Jersey
$273K +$113K +8,005 +71%
ICA
25
Infrastructure Capital Advisors
New York
$237K

NAN Hedge Fund Activity: Q4 2019 in Review

50 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Quality Municipal Income Fund (NAN) for Q4 2019, worth a combined $62.5M — up 3% from $60.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NAN positions and 3 closed out — a net gain of 2 holders — while 15 added to existing stakes and 12 trimmed.

The largest buyer was UBS Group, adding an estimated $394K. The largest seller was Rivernorth Capital Management, cutting an estimated $1.91M.

  • 50 institutional investors held Nuveen New York Quality Municipal Income Fund (NAN) as of Q4 2019, up from 48 in Q3 2019.
  • Funds reported $62.5M of Nuveen New York Quality Municipal Income Fund stock for Q4 2019, up 3% quarter-over-quarter.
  • 5 funds opened new Nuveen New York Quality Municipal Income Fund positions in Q4 2019 and 3 closed out, a net change of +2 holders.
  • The largest Nuveen New York Quality Municipal Income Fund buyer in Q4 2019 was UBS Group, an estimated $394K added.
  • The largest Nuveen New York Quality Municipal Income Fund seller in Q4 2019 was Rivernorth Capital Management, an estimated $1.91M sold.

Based on aggregated 13F filings for Q4 2019.