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Nuveen New York Quality Municipal Income Fund

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.

New
Increased
Maintained
Reduced
Closed

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: 5357 (+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: 11 (0)

Holders
57
Holders Change
+4
Holders Change %
+7.55%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
18
Reduced
13
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
$8.67M -$29.1K -2,800 -0.3%
SCM
2
Saba Capital Management
New York
$6.96M +$4.17M +400,970 +126%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$6.59M -$889K -85,484 -11%
Bank of America
4
Bank of America
North Carolina
$5.37M +$507K +48,768 +10%
GC
5
Guggenheim Capital
Illinois
$5.14M +$654K +62,931 +13%
CC
6
Claybrook Capital
Massachusetts
$4.7M
LSC
7
Logan Stone Capital
Illinois
$4.25M +$2.18M +209,946 +92%
Morgan Stanley
8
Morgan Stanley
New York
$2.26M -$512K -49,260 -17%
AA
9
AQR Arbitrage
Connecticut
$2.16M +$955K +91,874 +70%
HighTower Advisors
10
HighTower Advisors
Illinois
$2.15M +$79.3K +7,627 +4%
Wells Fargo
11
Wells Fargo
California
$1.45M +$32.4K +3,115 +2%
TIM
12
Tortoise Investment Management
New York
$1.14M -$29.4K -2,825 -2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$759K -$26.5K -2,545 -3%
RCM
14
Robinson Capital Management
Michigan
$636K +$692K +66,583 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$586K +$163K +15,692 +35%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$482K +$55.3K +5,318 +12%
UBS Group
17
UBS Group
Switzerland
$477K -$277K -26,667 -35%
NCM
18
Next Capital Management
New York
$385K
Cohen & Steers
19
Cohen & Steers
New York
$362K
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$330K +$355K +34,107 New
FPCP
21
Fort Point Capital Partners
California
$309K +$174K +16,719 +110%
RJA
22
Raymond James & Associates
Florida
$306K
FFG
23
Frisch Financial Group
New York
$233K -$47.4K -4,560 -16%
MML Investors Services
24
MML Investors Services
Massachusetts
$217K +$76.8K +7,388 +49%
IWC
25
Integrated Wealth Concepts
Massachusetts
$204K

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.