We are live on ! Find out more
NAN icon

Nuveen New York Quality Municipal Income Fund

51 hedge funds and large institutions have $53M invested in Nuveen New York Quality Municipal Income Fund in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $47M → $53M (+$5.98M)

1.45% more ownership

Funds ownership: 14.6%16.04% (+1.4%)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 5551 (-4)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
51
Holders Change
-4
Holders Change %
-7.27%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
14
Reduced
13
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$7.99M +$6.23M +599,881 +409%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$7.28M +$1.36M +131,066 +24%
Bank of America
3
Bank of America
North Carolina
$5.94M -$750K -72,213 -12%
CC
4
Claybrook Capital
Massachusetts
$5.2M
GC
5
Guggenheim Capital
Illinois
$4.45M -$114K -10,975 -3%
Morgan Stanley
6
Morgan Stanley
New York
$2.87M +$531K +51,129 +24%
LSC
7
Logan Stone Capital
Illinois
$2.62M +$1.81M +174,103 +245%
HighTower Advisors
8
HighTower Advisors
Illinois
$2.33M +$46.2K +4,455 +2%
SCM
9
Saba Capital Management
New York
$2.28M +$2.21M +213,284 New
Wells Fargo
10
Wells Fargo
California
$1.57M -$212K -20,449 -12%
TIM
11
Tortoise Investment Management
New York
$1.15M +$58.8K +5,666 +6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$839K -$153K -14,704 -16%
UBS Group
13
UBS Group
Switzerland
$807K -$637K -61,362 -45%
AA
14
AQR Arbitrage
Connecticut
$805K +$391K +37,711 +100%
NCM
15
Next Capital Management
New York
$659K
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$421K -$13.8K -1,330 -3%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$421K +$55.3K +5,325 +16%
Cohen & Steers
18
Cohen & Steers
New York
$400K
FNWM
19
Financial Network Wealth Management
Utah
$339K
FFG
20
Frisch Financial Group
New York
$309K +$300K +28,921 New
RCM
21
Robinson Capital Management
Michigan
$278K +$268K +25,827 New
OWA
22
Opal Wealth Advisors
New York
$245K +$237K +22,866 New
HKAM
23
Horizon Kinetics Asset Management
New York
$223K
IWC
24
Integrated Wealth Concepts
Massachusetts
$216K
V
25
Veritable
Delaware
$203K -$792K -76,250 -80%

NAN Hedge Fund Activity: Q4 2022 in Review

51 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Quality Municipal Income Fund (NAN) for Q4 2022, worth a combined $53M — up 13% from $47M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of NAN and 8 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 14 added.

The largest buyer was Karpus Investment Management, adding an estimated $6.23M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $3.45M sold.

  • 51 institutional investors held Nuveen New York Quality Municipal Income Fund (NAN) as of Q4 2022, down from 55 in Q3 2022.
  • Funds reported $53M of Nuveen New York Quality Municipal Income Fund stock for Q4 2022, up 13% quarter-over-quarter.
  • 8 funds opened new Nuveen New York Quality Municipal Income Fund positions in Q4 2022 and 11 closed out, a net change of -3 holders.
  • The largest Nuveen New York Quality Municipal Income Fund buyer in Q4 2022 was Karpus Investment Management, an estimated $6.23M added.
  • The largest Nuveen New York Quality Municipal Income Fund seller in Q4 2022 was Rivernorth Capital Management, an estimated $3.45M sold.

Based on aggregated 13F filings for Q4 2022.