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Nuveen New York Quality Municipal Income Fund

53 hedge funds and large institutions have $60M invested in Nuveen New York Quality Municipal Income Fund in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

10% more funds holding

Funds holding: 4853 (+5)

1% more capital invested

Capital invested by funds: $59.2M → $60M (+$852K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.28% less ownership

Funds ownership: 14.02%13.74% (-0.28%)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

Holders
53
Holders Change
+5
Holders Change %
+10.42%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
11
Reduced
14
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
$11.8M -$366K -26,604 -3%
CC
2
Claybrook Capital
Massachusetts
$6.63M
Bank of America
3
Bank of America
North Carolina
$6.03M -$212K -15,428 -3%
TIM
4
Tortoise Investment Management
New York
$5.23M +$27.9K +2,031 +0.6%
GC
5
Guggenheim Capital
Illinois
$3.89M -$188K -13,643 -5%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$3.12M +$50.2K +3,652 +2%
Morgan Stanley
7
Morgan Stanley
New York
$2.72M +$2.68K +195 +0.1%
HighTower Advisors
8
HighTower Advisors
Illinois
$2.62M -$64.4K -4,680 -2%
UBS Group
9
UBS Group
Switzerland
$2.43M -$199K -14,457 -8%
RCM
10
Rivernorth Capital Management
Florida
$2.07M -$252K -18,349 -11%
Wells Fargo
11
Wells Fargo
California
$1.93M +$152K +11,021 +9%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.56M -$89.5K -6,504 -6%
Invesco
13
Invesco
Georgia
$1.15M -$68.5K -4,981 -6%
HKAM
14
Horizon Kinetics Asset Management
New York
$709K
DWM
15
Dakota Wealth Management
Florida
$619K
NCM
16
Next Capital Management
New York
$584K
RJA
17
Raymond James & Associates
Florida
$464K +$116K +8,457 +35%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$450K -$25.7K -1,871 -6%
FNWM
19
Financial Network Wealth Management
Utah
$449K +$436K +31,727 New
CRC
20
Curi RMB Capital
Illinois
$423K -$27.1K -1,972 -6%
MML Investors Services
21
MML Investors Services
Massachusetts
$421K -$7.34K -534 -2%
Cohen & Steers
22
Cohen & Steers
New York
$384K
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$357K
Ameriprise
24
Ameriprise
Minnesota
$299K +$19.8K +1,436 +7%
Millennium Management
25
Millennium Management
New York
$296K +$287K +20,900 New

NAN Hedge Fund Activity: Q4 2020 in Review

53 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Quality Municipal Income Fund (NAN) for Q4 2020, worth a combined $60M — up 1.4% from $59.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NAN positions and 3 closed out — a net gain of 5 holders — while 11 added to existing stakes and 14 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $287K. The largest seller was Strategic Advisors, exiting entirely with an estimated $858K sold.

  • 53 institutional investors held Nuveen New York Quality Municipal Income Fund (NAN) as of Q4 2020, up from 48 in Q3 2020.
  • Funds reported $60M of Nuveen New York Quality Municipal Income Fund stock for Q4 2020, up 1.4% quarter-over-quarter.
  • 8 funds opened new Nuveen New York Quality Municipal Income Fund positions in Q4 2020 and 3 closed out, a net change of +5 holders.
  • The largest Nuveen New York Quality Municipal Income Fund buyer in Q4 2020 was Millennium Management, an estimated $287K added.
  • The largest Nuveen New York Quality Municipal Income Fund seller in Q4 2020 was Strategic Advisors, an estimated $858K sold.

Based on aggregated 13F filings for Q4 2020.