Nuveen New York Tax-Free Income Portfolio
NXN was delisted on the 9th of January, 2026.
12 hedge funds and large institutions have $3.19M invested in Nuveen New York Tax-Free Income Portfolio in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
23% more capital invested
Capital invested by funds: $2.6M → $3.19M (+$591K)
9% more funds holding
Funds holding: 11 → 12 (+1)
1.41% more ownership
Funds ownership: 4.86% → 6.27% (+1.4%)
Top Buyers
Top Sellers
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$137K |
| 2 |
Invesco
Atlanta,
Georgia
|
-$101K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$24.2K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.31K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TIM
1
Tortoise Investment Management
White Plains,
New York
| $1.42M | +$464K | +35,408 | +48% |
|
2
Morgan Stanley
New York
| $516K | +$5.97K | +456 | +1% |
|
|
LTFS
3
Ladenburg Thalmann Financial Services
Miami,
Florida
| $334K | +$47.2K | +3,605 | +16% |
|
|
4
Invesco
Atlanta,
Georgia
| $198K | -$101K | -7,710 | -34% |
|
|
RVPG
5
Relative Value Partners Group
| $196K | +$198K | +15,100 | New |
|
|
LCM
6
Landscape Capital Management
Englewood,
New Jersey
| $184K | +$186K | +14,161 | New |
|
7
UBS Group
Zurich,
Switzerland
| $130K | +$52.8K | +4,032 | +67% |
|
|
8
Wells Fargo
San Francisco,
California
| $68K | -$24.2K | -1,850 | -26% |
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $66K | +$27.5K | +2,100 | +70% |
|
|
APA
10
American Portfolios Advisors
Holbrook,
New York
| $35.4K | – | – | – |
|
|
GRP
11
Global Retirement Partners
San Rafael,
California
| $25K | – | – | – |
|
|
12
Bank of America
Charlotte,
North Carolina
| $16K | -$1.31K | -100 | -8% |
|
|
13
Stifel Financial
St. Louis,
Missouri
| – | -$137K | -10,000 | Closed |
|
NXN Hedge Fund Activity: Q1 2018 in Review
12 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Tax-Free Income Portfolio (NXN) for Q1 2018, worth a combined $3.19M — up 23% from $2.6M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new NXN positions and 1 closed out — a net gain of 1 holder — while 5 added to existing stakes and 3 trimmed.
The largest buyer was Tortoise Investment Management, adding an estimated $464K. The largest seller was Stifel Financial, exiting entirely with an estimated $137K sold.
- 12 institutional investors held Nuveen New York Tax-Free Income Portfolio (NXN) as of Q1 2018, up from 11 in Q4 2017.
- Funds reported $3.19M of Nuveen New York Tax-Free Income Portfolio stock for Q1 2018, up 23% quarter-over-quarter.
- 2 funds opened new Nuveen New York Tax-Free Income Portfolio positions in Q1 2018 and 1 closed out, a net change of +1 holder.
- The largest Nuveen New York Tax-Free Income Portfolio buyer in Q1 2018 was Tortoise Investment Management, an estimated $464K added.
- The largest Nuveen New York Tax-Free Income Portfolio seller in Q1 2018 was Stifel Financial, an estimated $137K sold.
Based on aggregated 13F filings for Q1 2018.