Nuveen New York Tax-Free Income Portfolio
NXN was delisted on the 9th of January, 2026.
8 hedge funds and large institutions have $2.16M invested in Nuveen New York Tax-Free Income Portfolio in 2014 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
0.42% less ownership
Funds ownership: 4.45% → 4.03% (-0.42%)
8% less capital invested
Capital invested by funds: $2.34M → $2.16M (-$186K)
20% less funds holding
Funds holding: 10 → 8 (-2)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$34.5K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$5.5K |
| 3 |
Citigroup
New York
|
+$4.47K |
Top Sellers
| 1 |
Invesco
Atlanta,
Georgia
|
-$153K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$91.1K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$13K |
| 4 |
WA
WFG Advisors
Dallas,
Texas
|
-$10K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $1.1M | +$34.5K | +2,524 | +3% |
|
|
TIM
2
Tortoise Investment Management
White Plains,
New York
| $425K | – | – | – |
|
|
3
Bank of America
Charlotte,
North Carolina
| $278K | -$91.1K | -6,665 | -25% |
|
|
4
Wells Fargo
San Francisco,
California
| $169K | +$5.5K | +402 | +3% |
|
5
UBS Group
Zurich,
Switzerland
| $118K | +$118K | +8,653 | New |
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $57K | – | – | – |
|
|
BRWM
7
B. Riley Wealth Management
Memphis,
Tennessee
| $5K | – | – | – |
|
|
8
Citigroup
New York
| $4K | +$4.47K | +327 | New |
|
|
9
Invesco
Atlanta,
Georgia
| – | -$153K | -11,425 | Closed |
|
|
WAM
10
Wolverine Asset Management
Chicago,
Illinois
| – | -$13K | -1,000 | Closed |
|
|
WA
11
WFG Advisors
Dallas,
Texas
| – | -$10K | -771 | Closed |
|
NXN Hedge Fund Activity: Q4 2014 in Review
8 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Tax-Free Income Portfolio (NXN) for Q4 2014, worth a combined $2.16M — down 7.9% from $2.34M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of NXN and 2 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 2 added.
The largest buyer was Morgan Stanley, adding an estimated $34.5K. The largest seller was Invesco, exiting entirely with an estimated $153K sold.
- 8 institutional investors held Nuveen New York Tax-Free Income Portfolio (NXN) as of Q4 2014, down from 10 in Q3 2014.
- Funds reported $2.16M of Nuveen New York Tax-Free Income Portfolio stock for Q4 2014, down 7.9% quarter-over-quarter.
- 2 funds opened new Nuveen New York Tax-Free Income Portfolio positions in Q4 2014 and 3 closed out, a net change of -1 holder.
- The largest Nuveen New York Tax-Free Income Portfolio buyer in Q4 2014 was Morgan Stanley, an estimated $34.5K added.
- The largest Nuveen New York Tax-Free Income Portfolio seller in Q4 2014 was Invesco, an estimated $153K sold.
Based on aggregated 13F filings for Q4 2014.