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NXN

Nuveen New York Tax-Free Income Portfolio
NXN

Delisted

NXN was delisted on the 9th of January, 2026.

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19 hedge funds and large institutions have $4.94M invested in Nuveen New York Tax-Free Income Portfolio in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

12% more funds holding

Funds holding: 17 → 19 (+2)

3% more capital invested

Capital invested by funds: $4.82M → $4.94M (+$128K)

0.06% more ownership

Funds ownership: 9.55% → 9.62% (+0.06%)

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
3
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NFG
Next Financial Group
Texas
+$82.9K
2
Morgan Stanley
Morgan Stanley
New York
+$53K
3
UBS Group
UBS Group
Switzerland
+$19K
4
TRCT
Tower Research Capital (TRC)
New York
+$1.33K
5
Bank of America
Bank of America
North Carolina
+$466

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$52K
2
WAM
Wolverine Asset Management
Illinois
-$33.2K
3
PAG
Private Advisor Group
New Jersey
-$26K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$16.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1
Tortoise Investment Management
New York
$2.18M – – –
RVPG
2
Relative Value Partners Group
$791K – – –
Morgan Stanley
3
Morgan Stanley
New York
$602K +$53K +3,978 +9%
Osaic Holdings
4
Osaic Holdings
Arizona
$257K -$52K -3,901 -17%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$246K -$16.7K -1,250 -6%
APWM
6
Atlas Private Wealth Management
New York
$140K – – –
Stifel Financial
7
Stifel Financial
Missouri
$131K – – –
UBS Group
8
UBS Group
Switzerland
$109K +$19K +1,427 +21%
Bank of America
9
Bank of America
North Carolina
$107K +$466 +35 +0.4%
BFEC
10
Benjamin F. Edwards & Company
Missouri
$98K – – –
NFG
11
Next Financial Group
Texas
$81K +$82.9K +6,221 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$62K – – –
APA
13
American Portfolios Advisors
New York
$35.6K – – –
WAM
14
Wolverine Asset Management
Illinois
$32K -$33.2K -2,491 -50%
Wells Fargo
15
Wells Fargo
California
$28K – – –
GRP
16
Global Retirement Partners
California
$25K – – –
Citigroup
17
Citigroup
New York
$16K – – –
NFSG
18
Newbridge Financial Services Group
Florida
$5K +$5.01K +376 New
TRCT
19
Tower Research Capital (TRC)
New York
$1K +$1.33K +100 New
PAG
20
Private Advisor Group
New Jersey
– -$26K -2,000 Closed

NXN Hedge Fund Activity: Q3 2020 in Review

19 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Tax-Free Income Portfolio (NXN) for Q3 2020, worth a combined $4.94M — up 2.7% from $4.82M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new NXN positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 3 trimmed.

The largest buyer was Next Financial Group, opening a new position worth an estimated $82.9K. The largest seller was Osaic Holdings, cutting an estimated $52K.

  • 19 institutional investors held Nuveen New York Tax-Free Income Portfolio (NXN) as of Q3 2020, up from 17 in Q2 2020.
  • Funds reported $4.94M of Nuveen New York Tax-Free Income Portfolio stock for Q3 2020, up 2.7% quarter-over-quarter.
  • 3 funds opened new Nuveen New York Tax-Free Income Portfolio positions in Q3 2020 and 1 closed out, a net change of +2 holders.
  • The largest Nuveen New York Tax-Free Income Portfolio buyer in Q3 2020 was Next Financial Group, an estimated $82.9K added.
  • The largest Nuveen New York Tax-Free Income Portfolio seller in Q3 2020 was Osaic Holdings, an estimated $52K sold.

Based on aggregated 13F filings for Q3 2020.