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Nuveen New York Quality Municipal Income Fund

53 hedge funds and large institutions have $72.8M invested in Nuveen New York Quality Municipal Income Fund in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

4% more funds holding

Funds holding: 5153 (+2)

4% less capital invested

Capital invested by funds: $75.8M → $72.8M (-$2.97M)

1.47% less ownership

Funds ownership: 22.43%20.96% (-1.5%)

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
16
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$9.29M -$2.77M -254,813 -24%
Bank of America
2
Bank of America
North Carolina
$7.62M +$727K +66,925 +11%
KIM
3
Karpus Investment Management
New York
$6.99M -$3.65M -335,717 -35%
GC
4
Guggenheim Capital
Illinois
$6.85M +$508K +46,745 +8%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$5.68M -$32.2K -2,965 -0.6%
LSC
6
Logan Stone Capital
Illinois
$4.69M -$1.72M -158,691 -28%
Lido Advisors
7
Lido Advisors
California
$4.69M -$100K -9,230 -2%
Morgan Stanley
8
Morgan Stanley
New York
$3.95M +$657K +60,473 +21%
HighTower Advisors
9
HighTower Advisors
Illinois
$2.16M -$129K -11,827 -6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.06M +$115K +10,556 +6%
Wells Fargo
11
Wells Fargo
California
$1.93M +$149K +13,742 +9%
RCM
12
Rivernorth Capital Management
Florida
$1.85M
AA
13
AQR Arbitrage
Connecticut
$1.8M -$678K -62,369 -28%
FPCP
14
Fort Point Capital Partners
California
$1.7M +$421K +38,738 +34%
ATS
15
Ashton Thomas Securities
New York
$1.21M +$1.16M +106,816 New
RCM
16
Robinson Capital Management
Michigan
$1.15M +$10.1K +925 +0.9%
TIM
17
Tortoise Investment Management
New York
$894K -$86K -7,912 -9%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$671K +$48.3K +4,446 +8%
UBS Group
19
UBS Group
Switzerland
$664K -$5.54K -510 -0.9%
MSL
20
Mackay Shields LLC
New York
$563K +$543K +50,000 New
Osaic Holdings
21
Osaic Holdings
Arizona
$501K +$374K +34,432 +341%
Cohen & Steers
22
Cohen & Steers
New York
$450K
NCM
23
Next Capital Management
New York
$448K
SMH
24
Sanders Morris Harris
Texas
$435K
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$430K +$3.44K +317 +0.8%

NAN Hedge Fund Activity: Q2 2024 in Review

53 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Quality Municipal Income Fund (NAN) for Q2 2024, worth a combined $72.8M — down 3.9% from $75.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NAN positions and 4 closed out — a net gain of 3 holders — while 16 added to existing stakes and 14 trimmed.

The largest buyer was Bank of America, adding an estimated $727K. The largest seller was Karpus Investment Management, cutting an estimated $3.65M.

  • 53 institutional investors held Nuveen New York Quality Municipal Income Fund (NAN) as of Q2 2024, up from 51 in Q1 2024.
  • Funds reported $72.8M of Nuveen New York Quality Municipal Income Fund stock for Q2 2024, down 3.9% quarter-over-quarter.
  • 7 funds opened new Nuveen New York Quality Municipal Income Fund positions in Q2 2024 and 4 closed out, a net change of +3 holders.
  • The largest Nuveen New York Quality Municipal Income Fund buyer in Q2 2024 was Bank of America, an estimated $727K added.
  • The largest Nuveen New York Quality Municipal Income Fund seller in Q2 2024 was Karpus Investment Management, an estimated $3.65M sold.

Based on aggregated 13F filings for Q2 2024.