Nuveen New York Tax-Free Income Portfolio
NXN was delisted on the 9th of January, 2026.
14 hedge funds and large institutions have $3.75M invested in Nuveen New York Tax-Free Income Portfolio in 2018 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
9% more capital invested
Capital invested by funds: $3.43M → $3.75M (+$319K)
8% more funds holding
Funds holding: 13 → 14 (+1)
0.76% more ownership
Funds ownership: 6.72% → 7.47% (+0.76%)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
Top Buyers
Top Sellers
| 1 |
Wells Fargo
San Francisco,
California
|
-$46.2K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$27.5K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$12.4K |
| 4 |
Morgan Stanley
New York
|
-$2.03K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TIM
1
Tortoise Investment Management
White Plains,
New York
| $1.95M | +$325K | +25,344 | +20% |
|
|
2
Morgan Stanley
New York
| $470K | -$2.03K | -158 | -0.4% |
|
|
LTFS
3
Ladenburg Thalmann Financial Services
Miami,
Florida
| $368K | +$41K | +3,193 | +12% |
|
|
RVPG
4
Relative Value Partners Group
| $363K | +$668 | +52 | +0.2% |
|
|
LCM
5
Landscape Capital Management
Englewood,
New Jersey
| $259K | -$12.4K | -968 | -5% |
|
|
6
UBS Group
Zurich,
Switzerland
| $98K | -$27.5K | -2,143 | -22% |
|
|
NFG
7
Next Financial Group
Houston,
Texas
| $77K | +$77.9K | +6,065 | New |
|
8
Bank of America
Charlotte,
North Carolina
| $41K | +$20.6K | +1,605 | +101% |
|
|
APA
9
American Portfolios Advisors
Holbrook,
New York
| $34.8K | – | – | – |
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $26K | – | – | – |
|
|
GRP
11
Global Retirement Partners
San Rafael,
California
| $24K | – | – | – |
|
|
12
Wells Fargo
San Francisco,
California
| $21K | -$46.2K | -3,600 | -69% |
|
13
Citigroup
New York
| $15K | +$15.4K | +1,200 | New |
|
|
14
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2K | -123 | Closed |
|
NXN Hedge Fund Activity: Q3 2018 in Review
14 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Tax-Free Income Portfolio (NXN) for Q3 2018, worth a combined $3.75M — up 9.3% from $3.43M 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 4 trimmed.
The largest buyer was Tortoise Investment Management, adding an estimated $325K. The largest seller was Wells Fargo, cutting an estimated $46.2K.
- 14 institutional investors held Nuveen New York Tax-Free Income Portfolio (NXN) as of Q3 2018, up from 13 in Q2 2018.
- Funds reported $3.75M of Nuveen New York Tax-Free Income Portfolio stock for Q3 2018, up 9.3% quarter-over-quarter.
- 2 funds opened new Nuveen New York Tax-Free Income Portfolio positions in Q3 2018 and 1 closed out, a net change of +1 holder.
- The largest Nuveen New York Tax-Free Income Portfolio buyer in Q3 2018 was Tortoise Investment Management, an estimated $325K added.
- The largest Nuveen New York Tax-Free Income Portfolio seller in Q3 2018 was Wells Fargo, an estimated $46.2K sold.
Based on aggregated 13F filings for Q3 2018.