Nuveen New York Tax-Free Income Portfolio
NXN was delisted on the 9th of January, 2026.
9 hedge funds and large institutions have $2.69M invested in Nuveen New York Tax-Free Income Portfolio in 2015 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 2 closing their positions.
0.3% less ownership
Funds ownership: 5.32% → 5.01% (-0.3%)
3% less capital invested
Capital invested by funds: $2.78M → $2.69M (-$84K)
10% less funds holding
Funds holding: 10 → 9 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
Top Buyers
| 1 |
TIM
Tortoise Investment Management
White Plains,
New York
|
+$141K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$25.5K |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$174K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$93.4K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$36.4K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$26K |
| 5 |
Citigroup
New York
|
-$15K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TIM
1
Tortoise Investment Management
White Plains,
New York
| $1.19M | +$141K | +10,577 | +14% |
|
|
2
Morgan Stanley
New York
| $429K | -$174K | -13,075 | -29% |
|
|
3
Bank of America
Charlotte,
North Carolina
| $289K | +$25.5K | +1,910 | +10% |
|
|
LTFS
4
Ladenburg Thalmann Financial Services
Miami,
Florida
| $266K | -$93.4K | -7,000 | -26% |
|
|
LCM
5
Landscape Capital Management
Englewood,
New Jersey
| $223K | -$2.23K | -167 | -1% |
|
|
6
UBS Group
Zurich,
Switzerland
| $120K | -$26K | -1,949 | -18% |
|
|
7
Wells Fargo
San Francisco,
California
| $112K | -$36.4K | -2,724 | -25% |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $41K | – | – | – |
|
|
IA
9
IFP Advisors
Tampa,
Florida
| $30K | +$29.1K | +2,178 | New |
|
|
10
Citigroup
New York
| – | -$15K | -1,095 | Closed |
|
|
RWM
11
Rezny Wealth Management
Fort Myers,
Florida
| – | -$6K | -500 | Closed |
|
NXN Hedge Fund Activity: Q4 2015 in Review
9 of the 3,811 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Tax-Free Income Portfolio (NXN) for Q4 2015, worth a combined $2.69M — down 3% from $2.78M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of NXN and 1 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 2 added.
The largest buyer was Tortoise Investment Management, adding an estimated $141K. The largest seller was Morgan Stanley, cutting an estimated $174K.
- 9 institutional investors held Nuveen New York Tax-Free Income Portfolio (NXN) as of Q4 2015, down from 10 in Q3 2015.
- Funds reported $2.69M of Nuveen New York Tax-Free Income Portfolio stock for Q4 2015, down 3% quarter-over-quarter.
- 1 fund opened new Nuveen New York Tax-Free Income Portfolio positions in Q4 2015 and 2 closed out, a net change of -1 holder.
- The largest Nuveen New York Tax-Free Income Portfolio buyer in Q4 2015 was Tortoise Investment Management, an estimated $141K added.
- The largest Nuveen New York Tax-Free Income Portfolio seller in Q4 2015 was Morgan Stanley, an estimated $174K sold.
Based on aggregated 13F filings for Q4 2015.