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Nuveen New York Quality Municipal Income Fund

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.

New
Increased
Maintained
Reduced
Closed

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: 4855 (+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: 11 (0)

Holders
55
Holders Change
+7
Holders Change %
+14.58%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
19
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CC
1
Claybrook Capital
Massachusetts
$7.19M
Bank of America
2
Bank of America
North Carolina
$6.78M -$357K -24,533 -5%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$5.71M +$765K +52,567 +16%
GC
4
Guggenheim Capital
Illinois
$5.7M +$591K +40,587 +12%
RCM
5
Rivernorth Capital Management
Florida
$5.12M +$8.74K +600 +0.2%
Morgan Stanley
6
Morgan Stanley
New York
$3.11M +$8.1K +556 +0.3%
Wells Fargo
7
Wells Fargo
California
$2.46M +$83.6K +5,743 +4%
UBS Group
8
UBS Group
Switzerland
$2.35M -$155K -10,636 -6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.71M +$49.2K +3,376 +3%
TIM
10
Tortoise Investment Management
New York
$1.62M -$57.8K -3,969 -3%
V
11
Veritable
Delaware
$1.62M +$499K +34,250 +45%
HighTower Advisors
12
HighTower Advisors
Illinois
$1.48M +$138K +9,473 +10%
Fiera Capital (Canada)
13
Fiera Capital (Canada)
Quebec, Canada
$1.04M +$613K +42,083 +148%
HKAM
14
Horizon Kinetics Asset Management
New York
$741K
NCM
15
Next Capital Management
New York
$588K
FNWM
16
Financial Network Wealth Management
Utah
$469K
RJA
17
Raymond James & Associates
Florida
$464K +$2.17K +149 +0.5%
Cohen & Steers
18
Cohen & Steers
New York
$464K +$43.7K +3,000 +11%
Stifel Financial
19
Stifel Financial
Missouri
$449K +$442K +30,387 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$447K -$26K -1,786 -6%
KIM
21
Karpus Investment Management
New York
$443K -$796K -54,663 -65%
MML Investors Services
22
MML Investors Services
Massachusetts
$440K +$859 +59 +0.2%
KAS
23
Kestra Advisory Services
Texas
$407K +$20.6K +1,415 +5%
BA
24
Bridgewater Advisors
New York
$361K
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$341K

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.