Nuveen New York Tax-Free Income Portfolio
NXN was delisted on the 9th of January, 2026.
13 hedge funds and large institutions have $3.43M invested in Nuveen New York Tax-Free Income Portfolio in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 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
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
8% more funds holding
Funds holding: 12 → 13 (+1)
8% more capital invested
Capital invested by funds: $3.19M → $3.43M (+$241K)
0.45% more ownership
Funds ownership: 6.27% → 6.72% (+0.45%)
Top Buyers
Top Sellers
| 1 |
Invesco
Atlanta,
Georgia
|
-$198K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$39.7K |
| 3 |
Morgan Stanley
New York
|
-$35.3K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$3.06K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TIM
1
Tortoise Investment Management
White Plains,
New York
| $1.66M | +$232K | +18,123 | +17% |
|
|
2
Morgan Stanley
New York
| $482K | -$35.3K | -2,761 | -7% |
|
|
RVPG
3
Relative Value Partners Group
| $369K | +$168K | +13,164 | +87% |
|
|
LTFS
4
Ladenburg Thalmann Financial Services
Miami,
Florida
| $334K | – | – | – |
|
|
LCM
5
Landscape Capital Management
Englewood,
New Jersey
| $277K | +$90.9K | +7,103 | +50% |
|
|
6
UBS Group
Zurich,
Switzerland
| $128K | -$3.06K | -239 | -2% |
|
7
Wells Fargo
San Francisco,
California
| $68K | – | – | – |
|
|
APA
8
American Portfolios Advisors
Holbrook,
New York
| $35.5K | – | – | – |
|
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $26K | -$39.7K | -3,100 | -61% |
|
|
GRP
10
Global Retirement Partners
San Rafael,
California
| $25K | – | – | – |
|
11
Bank of America
Charlotte,
North Carolina
| $21K | +$5.06K | +395 | +33% |
|
12
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $2K | +$1.57K | +123 | New |
|
|
13
Invesco
Atlanta,
Georgia
| – | -$198K | -15,258 | Closed |
|
|
FIA
14
FNY Investment Advisers
New York
| – | +$576 | +45 | New |
|
NXN Hedge Fund Activity: Q2 2018 in Review
13 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Tax-Free Income Portfolio (NXN) for Q2 2018, worth a combined $3.43M — up 7.6% from $3.19M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new NXN positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 3 trimmed.
The largest buyer was Tortoise Investment Management, adding an estimated $232K. The largest seller was Invesco, exiting entirely with an estimated $198K sold.
- 13 institutional investors held Nuveen New York Tax-Free Income Portfolio (NXN) as of Q2 2018, up from 12 in Q1 2018.
- Funds reported $3.43M of Nuveen New York Tax-Free Income Portfolio stock for Q2 2018, up 7.6% quarter-over-quarter.
- 2 funds opened new Nuveen New York Tax-Free Income Portfolio positions in Q2 2018 and 1 closed out, a net change of +1 holder.
- The largest Nuveen New York Tax-Free Income Portfolio buyer in Q2 2018 was Tortoise Investment Management, an estimated $232K added.
- The largest Nuveen New York Tax-Free Income Portfolio seller in Q2 2018 was Invesco, an estimated $198K sold.
Based on aggregated 13F filings for Q2 2018.