Nuveen New York Tax-Free Income Portfolio
NXN was delisted on the 9th of January, 2026.
10 hedge funds and large institutions have $2.93M invested in Nuveen New York Tax-Free Income Portfolio in 2017 Q3 according to their latest regulatory filings, with funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
4% more capital invested
Capital invested by funds: $2.82M → $2.93M (+$103K)
0.2% more ownership
Funds ownership: 5.13% → 5.33% (+0.2%)
9% less funds holding
Funds holding: 11 → 10 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| 1 |
Invesco
Atlanta,
Georgia
|
+$75.2K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$51.4K |
| 3 |
Morgan Stanley
New York
|
+$17.9K |
Top Sellers
| 1 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$35.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TIM
1
Tortoise Investment Management
White Plains,
New York
| $1.04M | -$35.8K | -2,551 | -3% |
|
|
2
Invesco
Atlanta,
Georgia
| $761K | +$75.2K | +5,353 | +11% |
|
|
3
Morgan Stanley
New York
| $416K | +$17.9K | +1,274 | +4% |
|
|
LTFS
4
Ladenburg Thalmann Financial Services
Miami,
Florida
| $250K | +$51.4K | +3,660 | +26% |
|
5
Stifel Financial
St. Louis,
Missouri
| $140K | – | – | – |
|
6
UBS Group
Zurich,
Switzerland
| $107K | – | – | – |
|
7
Wells Fargo
San Francisco,
California
| $99K | – | – | – |
|
|
NFG
8
Next Financial Group
Houston,
Texas
| $47K | – | – | – |
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $42K | – | – | – |
|
|
GRP
10
Global Retirement Partners
San Rafael,
California
| $27K | – | – | – |
|
NXN Hedge Fund Activity: Q3 2017 in Review
10 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Tax-Free Income Portfolio (NXN) for Q3 2017, worth a combined $2.93M — up 3.6% from $2.82M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of NXN and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 3 added.
The largest buyer was Invesco, adding an estimated $75.2K. The largest seller was Tortoise Investment Management, cutting an estimated $35.8K.
- 10 institutional investors held Nuveen New York Tax-Free Income Portfolio (NXN) as of Q3 2017, down from 11 in Q2 2017.
- Funds reported $2.93M of Nuveen New York Tax-Free Income Portfolio stock for Q3 2017, up 3.6% quarter-over-quarter.
- 0 funds opened new Nuveen New York Tax-Free Income Portfolio positions in Q3 2017 and 1 closed out, a net change of -1 holder.
- The largest Nuveen New York Tax-Free Income Portfolio buyer in Q3 2017 was Invesco, an estimated $75.2K added.
- The largest Nuveen New York Tax-Free Income Portfolio seller in Q3 2017 was Tortoise Investment Management, an estimated $35.8K sold.
Based on aggregated 13F filings for Q3 2017.