Nuveen New York Tax-Free Income Portfolio
NXN was delisted on the 9th of January, 2026.
10 hedge funds and large institutions have $2.67M invested in Nuveen New York Tax-Free Income Portfolio in 2013 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 1 closing their positions.
0.7% less ownership
Funds ownership: 5.8% → 5.09% (-0.7%)
9% less funds holding
Funds holding: 11 → 10 (-1)
10% less capital invested
Capital invested by funds: $2.96M → $2.67M (-$292K)
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| 1 |
TIM
Tortoise Investment Management
White Plains,
New York
|
+$74.9K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$3.86K |
| 3 |
WA
WFG Advisors
Dallas,
Texas
|
+$233 |
Top Sellers
| 1 |
Invesco
Atlanta,
Georgia
|
-$193K |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
-$154K |
| 3 |
Morgan Stanley
New York
|
-$43.3K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$25.7K |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$12K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $1.02M | -$43.3K | -3,355 | -4% |
|
|
2
Invesco
Atlanta,
Georgia
| $709K | -$193K | -14,939 | -22% |
|
|
3
Bank of America
Charlotte,
North Carolina
| $368K | -$25.7K | -1,993 | -7% |
|
|
TIM
4
Tortoise Investment Management
White Plains,
New York
| $329K | +$74.9K | +5,800 | +31% |
|
5
Wells Fargo
San Francisco,
California
| $116K | -$6.45K | -499 | -5% |
|
|
U
6
UBS
Zurich,
Switzerland
| $79K | -$12K | -926 | -14% |
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $16K | – | – | – |
|
|
WA
8
WFG Advisors
Dallas,
Texas
| $15K | +$233 | +18 | +2% |
|
9
Citigroup
New York
| $13K | -$3.24K | -251 | -21% |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| $5K | +$3.86K | +299 | +296% |
|
|
DA
11
Doliver Advisors
Houston,
Texas
| – | -$154K | -11,808 | Closed |
|
NXN Hedge Fund Activity: Q4 2013 in Review
10 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Tax-Free Income Portfolio (NXN) for Q4 2013, worth a combined $2.67M — down 9.9% from $2.96M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of NXN and 0 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 3 added.
The largest buyer was Tortoise Investment Management, adding an estimated $74.9K. The largest seller was Invesco, cutting an estimated $193K.
- 10 institutional investors held Nuveen New York Tax-Free Income Portfolio (NXN) as of Q4 2013, down from 11 in Q3 2013.
- Funds reported $2.67M of Nuveen New York Tax-Free Income Portfolio stock for Q4 2013, down 9.9% quarter-over-quarter.
- 0 funds opened new Nuveen New York Tax-Free Income Portfolio positions in Q4 2013 and 1 closed out, a net change of -1 holder.
- The largest Nuveen New York Tax-Free Income Portfolio buyer in Q4 2013 was Tortoise Investment Management, an estimated $74.9K added.
- The largest Nuveen New York Tax-Free Income Portfolio seller in Q4 2013 was Invesco, an estimated $193K sold.
Based on aggregated 13F filings for Q4 2013.