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Nuveen New York Quality Municipal Income Fund

51 hedge funds and large institutions have $75.8M invested in Nuveen New York Quality Municipal Income Fund in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 5051 (+1)

0.7% less ownership

Funds ownership: 23.14%22.43% (-0.7%)

4% less capital invested

Capital invested by funds: $78.8M → $75.8M (-$3M)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
14
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$11.8M -$277K -25,275 -2%
KIM
2
Karpus Investment Management
New York
$10.5M +$67.6K +6,177 +0.6%
Bank of America
3
Bank of America
North Carolina
$6.68M +$432K +39,459 +7%
LSC
4
Logan Stone Capital
Illinois
$6.31M -$380K -34,718 -6%
GC
5
Guggenheim Capital
Illinois
$6.16M +$648K +59,154 +12%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$5.56M -$1.82M -165,938 -25%
Lido Advisors
7
Lido Advisors
California
$4.65M -$690K -62,964 -13%
Morgan Stanley
8
Morgan Stanley
New York
$3.18M -$1.79M -163,822 -36%
AA
9
AQR Arbitrage
Connecticut
$2.43M -$337K -30,796 -12%
HighTower Advisors
10
HighTower Advisors
Illinois
$2.23M -$4.88K -446 -0.2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.89M +$1.11M +101,545 +143%
RCM
12
Rivernorth Capital Management
Florida
$1.8M
Wells Fargo
13
Wells Fargo
California
$1.72M -$94.3K -8,608 -5%
FPCP
14
Fort Point Capital Partners
California
$1.23M +$554K +50,555 +81%
RCM
15
Robinson Capital Management
Michigan
$1.08M +$136K +12,400 +14%
TIM
16
Tortoise Investment Management
New York
$957K -$121K -11,092 -11%
UBS Group
17
UBS Group
Switzerland
$652K -$64.2K -5,865 -9%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$604K +$4.59K +419 +0.8%
RJA
19
Raymond James & Associates
Florida
$444K +$80K +7,305 +22%
Cohen & Steers
20
Cohen & Steers
New York
$438K +$438K +40,000 New
NCM
21
Next Capital Management
New York
$436K
SMH
22
Sanders Morris Harris
Texas
$424K +$424K +38,702 New
LCM
23
Landscape Capital Management
New Jersey
$420K -$170K -15,544 -29%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$415K +$10.6K +972 +3%
FNWM
25
Financial Network Wealth Management
Utah
$345K

NAN Hedge Fund Activity: Q1 2024 in Review

51 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Quality Municipal Income Fund (NAN) for Q1 2024, worth a combined $75.8M — down 3.8% from $78.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NAN positions and 6 closed out — a net gain of 1 holder — while 14 added to existing stakes and 15 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $1.11M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $1.82M.

  • 51 institutional investors held Nuveen New York Quality Municipal Income Fund (NAN) as of Q1 2024, up from 50 in Q4 2023.
  • Funds reported $75.8M of Nuveen New York Quality Municipal Income Fund stock for Q1 2024, down 3.8% quarter-over-quarter.
  • 7 funds opened new Nuveen New York Quality Municipal Income Fund positions in Q1 2024 and 6 closed out, a net change of +1 holder.
  • The largest Nuveen New York Quality Municipal Income Fund buyer in Q1 2024 was Royal Bank of Canada, an estimated $1.11M added.
  • The largest Nuveen New York Quality Municipal Income Fund seller in Q1 2024 was Hennion & Walsh Asset Management, an estimated $1.82M sold.

Based on aggregated 13F filings for Q1 2024.