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Nuveen New York Quality Municipal Income Fund

47 hedge funds and large institutions have $49.6M invested in Nuveen New York Quality Municipal Income Fund in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

2.28% less ownership

Funds ownership: 16.39%14.11% (-2.3%)

8% less funds holding

Funds holding: 5147 (-4)

17% less capital invested

Capital invested by funds: $59.6M → $49.6M (-$9.99M)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
47
Holders Change
-4
Holders Change %
-7.84%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
12
Reduced
10
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$8.96M +$621K +53,761 +7%
GC
2
Guggenheim Capital
Illinois
$7.58M +$482K +41,782 +7%
Morgan Stanley
3
Morgan Stanley
New York
$5.5M +$601K +52,106 +12%
Lido Advisors
4
Lido Advisors
California
$4.72M
TCA
5
Transcend Capital Advisors
New Jersey
$2.81M +$2.73M +236,398 +2,364%
HighTower Advisors
6
HighTower Advisors
Illinois
$2.22M +$16.2K +1,400 +0.7%
Wells Fargo
7
Wells Fargo
California
$2.18M -$30.7K -2,660 -1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.12M -$10.9K -945 -0.5%
RCM
9
Rivernorth Capital Management
Florida
$1.72M -$154K -13,300 -8%
HWAM
10
Hennion & Walsh Asset Management
New Jersey
$1.63M -$2.67M -231,082 -62%
RCM
11
Robinson Capital Management
Michigan
$1.17M -$577K -50,000 -33%
MSL
12
Mackay Shields LLC
New York
$804K
Raymond James Financial
13
Raymond James Financial
Florida
$781K +$790K +68,466 New
UBS Group
14
UBS Group
Switzerland
$680K +$61.2K +5,298 +10%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$616K -$23.6K -2,048 -4%
Osaic Holdings
16
Osaic Holdings
Arizona
$482K -$34.9K -3,026 -7%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$469K +$45K +3,899 +10%
HKAM
18
Horizon Kinetics Asset Management
New York
$435K
FNWM
19
Financial Network Wealth Management
Utah
$361K
O3W
20
Omni 360 Wealth
New Jersey
$311K +$658 +57 +0.2%
SRC
21
Shufro Rose & Co
New York
$308K
MML Investors Services
22
MML Investors Services
Massachusetts
$303K +$25.2K +2,182 +9%
KWA
23
Kingswood Wealth Advisors
California
$296K +$300K +26,000 New
CWM
24
Circle Wealth Management
New Jersey
$237K
PI
25
PFG Investments
New York
$233K +$94.3K +8,167 +66%

NAN Hedge Fund Activity: Q4 2024 in Review

47 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Quality Municipal Income Fund (NAN) for Q4 2024, worth a combined $49.6M — down 17% from $59.6M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of NAN and 9 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 12 added.

The largest buyer was Transcend Capital Advisors, adding an estimated $2.73M. The largest seller was Logan Stone Capital, exiting entirely with an estimated $3.39M sold.

  • 47 institutional investors held Nuveen New York Quality Municipal Income Fund (NAN) as of Q4 2024, down from 51 in Q3 2024.
  • Funds reported $49.6M of Nuveen New York Quality Municipal Income Fund stock for Q4 2024, down 17% quarter-over-quarter.
  • 9 funds opened new Nuveen New York Quality Municipal Income Fund positions in Q4 2024 and 11 closed out, a net change of -2 holders.
  • The largest Nuveen New York Quality Municipal Income Fund buyer in Q4 2024 was Transcend Capital Advisors, an estimated $2.73M added.
  • The largest Nuveen New York Quality Municipal Income Fund seller in Q4 2024 was Logan Stone Capital, an estimated $3.39M sold.

Based on aggregated 13F filings for Q4 2024.