Nuveen New York Tax-Free Income Portfolio
NXN was delisted on the 9th of January, 2026.
12 hedge funds and large institutions have $3.08M invested in Nuveen New York Tax-Free Income Portfolio in 2017 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
0.64% less ownership
Funds ownership: 6.4% → 5.76% (-0.64%)
7% less capital invested
Capital invested by funds: $3.32M → $3.08M (-$239K)
14% less funds holding
Funds holding: 14 → 12 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| 1 |
Invesco
Atlanta,
Georgia
|
+$96.8K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$43.9K |
| 3 |
NFG
Next Financial Group
Houston,
Texas
|
+$31.3K |
| 4 |
Morgan Stanley
New York
|
+$30.8K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$14.4K |
Top Sellers
| 1 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$488K |
| 2 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$25.2K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$13.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TIM
1
Tortoise Investment Management
White Plains,
New York
| $1.09M | -$25.2K | -1,875 | -2% |
|
|
2
Invesco
Atlanta,
Georgia
| $647K | +$96.8K | +7,214 | +18% |
|
|
3
Morgan Stanley
New York
| $364K | +$30.8K | +2,298 | +9% |
|
|
LCM
4
Landscape Capital Management
Englewood,
New Jersey
| $303K | +$14.4K | +1,071 | +5% |
|
|
LTFS
5
Ladenburg Thalmann Financial Services
Miami,
Florida
| $182K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $150K | +$43.9K | +3,275 | +43% |
|
7
Stifel Financial
St. Louis,
Missouri
| $137K | – | – | – |
|
|
8
Wells Fargo
San Francisco,
California
| $97K | -$13.4K | -1,002 | -12% |
|
|
NFG
9
Next Financial Group
Houston,
Texas
| $46K | +$31.3K | +2,330 | +235% |
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $41K | – | – | – |
|
|
GRP
11
Global Retirement Partners
San Rafael,
California
| $26K | – | – | – |
|
|
CRC
12
Curi RMB Capital
Chicago,
Illinois
| – | -$488K | -36,875 | Closed |
|
NXN Hedge Fund Activity: Q1 2017 in Review
12 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Tax-Free Income Portfolio (NXN) for Q1 2017, worth a combined $3.08M — down 7.2% from $3.32M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of NXN and 0 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 5 added.
The largest buyer was Invesco, adding an estimated $96.8K. The largest seller was Curi RMB Capital, exiting entirely with an estimated $488K sold.
- 12 institutional investors held Nuveen New York Tax-Free Income Portfolio (NXN) as of Q1 2017, down from 14 in Q4 2016.
- Funds reported $3.08M of Nuveen New York Tax-Free Income Portfolio stock for Q1 2017, down 7.2% quarter-over-quarter.
- 0 funds opened new Nuveen New York Tax-Free Income Portfolio positions in Q1 2017 and 1 closed out, a net change of -1 holder.
- The largest Nuveen New York Tax-Free Income Portfolio buyer in Q1 2017 was Invesco, an estimated $96.8K added.
- The largest Nuveen New York Tax-Free Income Portfolio seller in Q1 2017 was Curi RMB Capital, an estimated $488K sold.
Based on aggregated 13F filings for Q1 2017.