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Nuveen New York Quality Municipal Income Fund

51 hedge funds and large institutions have $42M invested in Nuveen New York Quality Municipal Income Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

9% more funds holding

Funds holding: 4751 (+4)

2.16% less ownership

Funds ownership: 14.11%11.95% (-2.2%)

15% less capital invested

Capital invested by funds: $49.6M → $42M (-$7.63M)

Holders
51
Holders Change
+4
Holders Change %
+8.51%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
14
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$7.74M +$178K +15,424 +2%
Morgan Stanley
2
Morgan Stanley
New York
$6.08M +$597K +51,844 +11%
Bank of America
3
Bank of America
North Carolina
$6.05M -$2.93M -254,236 -32%
Lido Advisors
4
Lido Advisors
California
$4.74M
Wells Fargo
5
Wells Fargo
California
$2.25M +$83.7K +7,274 +4%
HighTower Advisors
6
HighTower Advisors
Illinois
$2.23M +$10.5K +908 +0.5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.12M +$334 +29 +0%
UBS Group
8
UBS Group
Switzerland
$803K +$126K +10,966 +18%
MSL
9
Mackay Shields LLC
New York
$803K
HWAM
10
Hennion & Walsh Asset Management
New Jersey
$783K -$857K -74,475 -52%
Raymond James Financial
11
Raymond James Financial
Florida
$782K +$2.57K +223 +0.3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$644K +$30.3K +2,636 +5%
Osaic Holdings
13
Osaic Holdings
Arizona
$502K +$21K +1,828 +4%
BCG
14
Breakwater Capital Group
New Jersey
$491K +$497K +43,174 New
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$456K -$12.3K -1,069 -3%
HKAM
16
Horizon Kinetics Asset Management
New York
$434K
FNWM
17
Financial Network Wealth Management
Utah
$363K
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$345K +$143K +12,459 +70%
SRC
19
Shufro Rose & Co
New York
$307K
O3W
20
Omni 360 Wealth
New Jersey
$277K -$34.2K -2,972 -11%
AC
21
Avestar Capital
New York
$243K +$245K +21,284 New
CWM
22
Circle Wealth Management
New Jersey
$237K
PI
23
PFG Investments
New York
$233K +$391 +34 +0.2%
AWS
24
Atria Wealth Solutions
New York
$194K
MOS
25
MGO One Seven
Ohio
$176K

NAN Hedge Fund Activity: Q1 2025 in Review

51 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Quality Municipal Income Fund (NAN) for Q1 2025, worth a combined $42M — down 15% from $49.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NAN positions and 4 closed out — a net gain of 4 holders — while 14 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $597K. The largest seller was Bank of America, cutting an estimated $2.93M.

  • 51 institutional investors held Nuveen New York Quality Municipal Income Fund (NAN) as of Q1 2025, up from 47 in Q4 2024.
  • Funds reported $42M of Nuveen New York Quality Municipal Income Fund stock for Q1 2025, down 15% quarter-over-quarter.
  • 8 funds opened new Nuveen New York Quality Municipal Income Fund positions in Q1 2025 and 4 closed out, a net change of +4 holders.
  • The largest Nuveen New York Quality Municipal Income Fund buyer in Q1 2025 was Morgan Stanley, an estimated $597K added.
  • The largest Nuveen New York Quality Municipal Income Fund seller in Q1 2025 was Bank of America, an estimated $2.93M sold.

Based on aggregated 13F filings for Q1 2025.