Nuveen New York Tax-Free Income Portfolio
NXN was delisted on the 9th of January, 2026.
10 hedge funds and large institutions have $2.34M invested in Nuveen New York Tax-Free Income Portfolio in 2014 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 2 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
0.09% less ownership
Funds ownership: 4.55% → 4.45% (-0.09%)
3% less capital invested
Capital invested by funds: $2.41M → $2.34M (-$68K)
17% less funds holding
Funds holding: 12 → 10 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| 1 |
TIM
Tortoise Investment Management
White Plains,
New York
|
+$88K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$40.5K |
| 3 |
Morgan Stanley
New York
|
+$33.5K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$15.2K |
| 5 |
WA
WFG Advisors
Dallas,
Texas
|
+$108 |
Top Sellers
| 1 |
Invesco
Atlanta,
Georgia
|
-$117K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$98.6K |
| 3 |
Citigroup
New York
|
-$10K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $1.05M | +$33.5K | +2,482 | +3% |
|
|
TIM
2
Tortoise Investment Management
White Plains,
New York
| $418K | +$88K | +6,525 | +27% |
|
3
Bank of America
Charlotte,
North Carolina
| $363K | – | – | – |
|
|
4
Wells Fargo
San Francisco,
California
| $160K | +$15.2K | +1,124 | +10% |
|
|
5
Invesco
Atlanta,
Georgia
| $153K | -$117K | -8,682 | -43% |
|
|
U
6
UBS
Zurich,
Switzerland
| $116K | – | – | – |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $56K | +$40.5K | +3,000 | +250% |
|
|
WAM
8
Wolverine Asset Management
Chicago,
Illinois
| $13K | -$98.6K | -7,312 | -88% |
|
|
WA
9
WFG Advisors
Dallas,
Texas
| $10K | +$108 | +8 | +1% |
|
|
BRWM
10
B. Riley Wealth Management
Memphis,
Tennessee
| $5K | – | – | – |
|
|
11
Citigroup
New York
| – | -$10K | -770 | Closed |
|
|
TRCT
12
Tower Research Capital (TRC)
New York
| – | -$1K | -70 | Closed |
|
NXN Hedge Fund Activity: Q3 2014 in Review
10 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Tax-Free Income Portfolio (NXN) for Q3 2014, worth a combined $2.34M — down 2.8% from $2.41M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of NXN and 0 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 5 added.
The largest buyer was Tortoise Investment Management, adding an estimated $88K. The largest seller was Invesco, cutting an estimated $117K.
- 10 institutional investors held Nuveen New York Tax-Free Income Portfolio (NXN) as of Q3 2014, down from 12 in Q2 2014.
- Funds reported $2.34M of Nuveen New York Tax-Free Income Portfolio stock for Q3 2014, down 2.8% quarter-over-quarter.
- 0 funds opened new Nuveen New York Tax-Free Income Portfolio positions in Q3 2014 and 2 closed out, a net change of -2 holders.
- The largest Nuveen New York Tax-Free Income Portfolio buyer in Q3 2014 was Tortoise Investment Management, an estimated $88K added.
- The largest Nuveen New York Tax-Free Income Portfolio seller in Q3 2014 was Invesco, an estimated $117K sold.
Based on aggregated 13F filings for Q3 2014.