Nuveen New York Tax-Free Income Portfolio
NXN was delisted on the 9th of January, 2026.
11 hedge funds and large institutions have $2.6M invested in Nuveen New York Tax-Free Income Portfolio in 2017 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
10% more funds holding
Funds holding: 10 → 11 (+1)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
0.47% less ownership
Funds ownership: 5.33% → 4.86% (-0.47%)
11% less capital invested
Capital invested by funds: $2.93M → $2.6M (-$329K)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$132K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$58.5K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$17.9K |
Top Sellers
| 1 |
Invesco
Atlanta,
Georgia
|
-$432K |
| 2 |
NFG
Next Financial Group
Houston,
Texas
|
-$47K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$22.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TIM
1
Tortoise Investment Management
White Plains,
New York
| $1.01M | – | – | – |
|
|
2
Morgan Stanley
New York
| $536K | +$132K | +9,617 | +32% |
|
|
3
Invesco
Atlanta,
Georgia
| $313K | -$432K | -31,349 | -58% |
|
|
LTFS
4
Ladenburg Thalmann Financial Services
Miami,
Florida
| $301K | +$58.5K | +4,252 | +24% |
|
5
Stifel Financial
St. Louis,
Missouri
| $137K | – | – | – |
|
6
Wells Fargo
San Francisco,
California
| $97K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $82K | -$22.7K | -1,650 | -22% |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $41K | – | – | – |
|
|
APA
9
American Portfolios Advisors
Holbrook,
New York
| $37.1K | +$37.5K | +2,724 | New |
|
|
GRP
10
Global Retirement Partners
San Rafael,
California
| $26K | – | – | – |
|
|
11
Bank of America
Charlotte,
North Carolina
| $18K | +$17.9K | +1,300 | New |
|
|
NFG
12
Next Financial Group
Houston,
Texas
| – | -$47K | -3,330 | Closed |
|
NXN Hedge Fund Activity: Q4 2017 in Review
11 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Tax-Free Income Portfolio (NXN) for Q4 2017, worth a combined $2.6M — down 11% from $2.93M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new NXN positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $132K. The largest seller was Invesco, cutting an estimated $432K.
- 11 institutional investors held Nuveen New York Tax-Free Income Portfolio (NXN) as of Q4 2017, up from 10 in Q3 2017.
- Funds reported $2.6M of Nuveen New York Tax-Free Income Portfolio stock for Q4 2017, down 11% quarter-over-quarter.
- 2 funds opened new Nuveen New York Tax-Free Income Portfolio positions in Q4 2017 and 1 closed out, a net change of +1 holder.
- The largest Nuveen New York Tax-Free Income Portfolio buyer in Q4 2017 was Morgan Stanley, an estimated $132K added.
- The largest Nuveen New York Tax-Free Income Portfolio seller in Q4 2017 was Invesco, an estimated $432K sold.
Based on aggregated 13F filings for Q4 2017.