Nuveen New York Tax-Free Income Portfolio
NXN was delisted on the 9th of January, 2026.
10 hedge funds and large institutions have $2.78M invested in Nuveen New York Tax-Free Income Portfolio in 2015 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 2 closing their positions.
15% more capital invested
Capital invested by funds: $2.41M → $2.78M (+$366K)
0.68% more ownership
Funds ownership: 4.63% → 5.32% (+0.68%)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
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
Top Sellers
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$115K |
| 2 |
Morgan Stanley
New York
|
-$102K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$33.1K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$12.9K |
| 5 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
-$5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TIM
1
Tortoise Investment Management
White Plains,
New York
| $1.01M | +$562K | +42,549 | +127% |
|
|
2
Morgan Stanley
New York
| $592K | -$102K | -7,724 | -15% |
|
|
LTFS
3
Ladenburg Thalmann Financial Services
Miami,
Florida
| $352K | +$4.91K | +372 | +1% |
|
4
Bank of America
Charlotte,
North Carolina
| $255K | +$2.77K | +210 | +1% |
|
|
LCM
5
Landscape Capital Management
Englewood,
New Jersey
| $219K | +$56.8K | +4,300 | +35% |
|
|
6
Wells Fargo
San Francisco,
California
| $146K | -$12.9K | -975 | -8% |
|
|
7
UBS Group
Zurich,
Switzerland
| $143K | -$33.1K | -2,507 | -19% |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $40K | – | – | – |
|
9
Citigroup
New York
| $15K | -$4.5K | -341 | -24% |
|
|
RWM
10
Rezny Wealth Management
Fort Myers,
Florida
| $6K | – | – | – |
|
|
WAM
11
Wolverine Asset Management
Chicago,
Illinois
| – | -$115K | -8,670 | Closed |
|
|
BRWM
12
B. Riley Wealth Management
Memphis,
Tennessee
| – | -$5K | -400 | Closed |
|
NXN Hedge Fund Activity: Q3 2015 in Review
10 of the 3,581 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Tax-Free Income Portfolio (NXN) for Q3 2015, worth a combined $2.78M — up 15% 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 4 trimmed existing stakes and 4 added.
The largest buyer was Tortoise Investment Management, adding an estimated $562K. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $115K sold.
- 10 institutional investors held Nuveen New York Tax-Free Income Portfolio (NXN) as of Q3 2015, down from 12 in Q2 2015.
- Funds reported $2.78M of Nuveen New York Tax-Free Income Portfolio stock for Q3 2015, up 15% quarter-over-quarter.
- 0 funds opened new Nuveen New York Tax-Free Income Portfolio positions in Q3 2015 and 2 closed out, a net change of -2 holders.
- The largest Nuveen New York Tax-Free Income Portfolio buyer in Q3 2015 was Tortoise Investment Management, an estimated $562K added.
- The largest Nuveen New York Tax-Free Income Portfolio seller in Q3 2015 was Wolverine Asset Management, an estimated $115K sold.
Based on aggregated 13F filings for Q3 2015.