Nuveen New York Tax-Free Income Portfolio
NXN was delisted on the 9th of January, 2026.
12 hedge funds and large institutions have $2.41M invested in Nuveen New York Tax-Free Income Portfolio in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 0 closing their positions.
50% more funds holding
Funds holding: 8 → 12 (+4)
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
0.21% more ownership
Funds ownership: 4.42% → 4.63% (+0.21%)
1% less capital invested
Capital invested by funds: $2.45M → $2.41M (-$35K)
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$440K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$19.5K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$16.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $692K | -$440K | -32,448 | -38% |
|
|
TIM
2
Tortoise Investment Management
White Plains,
New York
| $443K | +$49.5K | +3,650 | +12% |
|
|
LTFS
3
Ladenburg Thalmann Financial Services
Miami,
Florida
| $346K | +$200K | +14,762 | +131% |
|
|
4
Bank of America
Charlotte,
North Carolina
| $252K | -$19.5K | -1,439 | -7% |
|
5
UBS Group
Zurich,
Switzerland
| $176K | +$24.2K | +1,782 | +16% |
|
|
LCM
6
Landscape Capital Management
Englewood,
New Jersey
| $161K | +$165K | +12,137 | New |
|
7
Wells Fargo
San Francisco,
California
| $158K | +$7.45K | +549 | +5% |
|
|
WAM
8
Wolverine Asset Management
Chicago,
Illinois
| $115K | +$118K | +8,670 | New |
|
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $40K | -$16.3K | -1,200 | -29% |
|
10
Citigroup
New York
| $19K | +$19.5K | +1,436 | New |
|
|
RWM
11
Rezny Wealth Management
Fort Myers,
Florida
| $6K | +$6.78K | +500 | New |
|
|
BRWM
12
B. Riley Wealth Management
Memphis,
Tennessee
| $5K | – | – | – |
|
NXN Hedge Fund Activity: Q2 2015 in Review
12 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Tax-Free Income Portfolio (NXN) for Q2 2015, worth a combined $2.41M — down 1.4% from $2.45M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new NXN positions and 0 closed out — a net gain of 4 holders — while 4 added to existing stakes and 3 trimmed.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $200K. The largest seller was Morgan Stanley, cutting an estimated $440K.
- 12 institutional investors held Nuveen New York Tax-Free Income Portfolio (NXN) as of Q2 2015, up from 8 in Q1 2015.
- Funds reported $2.41M of Nuveen New York Tax-Free Income Portfolio stock for Q2 2015, down 1.4% quarter-over-quarter.
- 4 funds opened new Nuveen New York Tax-Free Income Portfolio positions in Q2 2015 and 0 closed out, a net change of +4 holders.
- The largest Nuveen New York Tax-Free Income Portfolio buyer in Q2 2015 was Ladenburg Thalmann Financial Services, an estimated $200K added.
- The largest Nuveen New York Tax-Free Income Portfolio seller in Q2 2015 was Morgan Stanley, an estimated $440K sold.
Based on aggregated 13F filings for Q2 2015.