Nuveen New York Tax-Free Income Portfolio
NXN was delisted on the 9th of January, 2026.
8 hedge funds and large institutions have $2.45M invested in Nuveen New York Tax-Free Income Portfolio in 2015 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
13% more capital invested
Capital invested by funds: $2.16M → $2.45M (+$291K)
0.39% more ownership
Funds ownership: 4.03% → 4.42% (+0.39%)
0% more funds holding
Funds holding: 8 → 8 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$158K |
| 2 |
Morgan Stanley
New York
|
+$55.3K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$38.9K |
Top Sellers
| 1 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$19.6K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$14K |
| 3 |
Citigroup
New York
|
-$4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $1.2M | +$55.3K | +3,954 | +5% |
|
|
TIM
2
Tortoise Investment Management
White Plains,
New York
| $420K | -$19.6K | -1,400 | -4% |
|
3
Bank of America
Charlotte,
North Carolina
| $288K | – | – | – |
|
|
4
UBS Group
Zurich,
Switzerland
| $161K | +$38.9K | +2,779 | +32% |
|
|
5
Wells Fargo
San Francisco,
California
| $160K | -$14K | -1,001 | -8% |
|
|
LTFS
6
Ladenburg Thalmann Financial Services
Miami,
Florida
| $160K | +$158K | +11,290 | New |
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $59K | – | – | – |
|
|
BRWM
8
B. Riley Wealth Management
Memphis,
Tennessee
| $5K | – | – | – |
|
|
9
Citigroup
New York
| – | -$4K | -327 | Closed |
|
NXN Hedge Fund Activity: Q1 2015 in Review
8 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Tax-Free Income Portfolio (NXN) for Q1 2015, worth a combined $2.45M — up 13% from $2.16M a quarter earlier.
Fund positioning in NXN was balanced in Q1 2015: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was Ladenburg Thalmann Financial Services, opening a new position worth an estimated $158K. The largest seller was Tortoise Investment Management, cutting an estimated $19.6K.
- 8 institutional investors held Nuveen New York Tax-Free Income Portfolio (NXN) as of Q1 2015, unchanged from Q4 2014.
- Funds reported $2.45M of Nuveen New York Tax-Free Income Portfolio stock for Q1 2015, up 13% quarter-over-quarter.
- 1 fund opened new Nuveen New York Tax-Free Income Portfolio positions in Q1 2015 and 1 closed out, a net change of 0 holders.
- The largest Nuveen New York Tax-Free Income Portfolio buyer in Q1 2015 was Ladenburg Thalmann Financial Services, an estimated $158K added.
- The largest Nuveen New York Tax-Free Income Portfolio seller in Q1 2015 was Tortoise Investment Management, an estimated $19.6K sold.
Based on aggregated 13F filings for Q1 2015.