We are live on ! Find out more
NXN

Nuveen New York Tax-Free Income Portfolio
NXN

Delisted

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

Back to rankings

18 hedge funds and large institutions have $5.56M invested in Nuveen New York Tax-Free Income Portfolio in 2020 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $4.94M → $5.56M (+$617K)

0.37% more ownership

Funds ownership: 9.62% → 9.98% (+0.37%)

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

5% less funds holding

Funds holding: 19 → 18 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
4
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIM
Tortoise Investment Management
New York
+$309K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.66K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$27
4
Wells Fargo
Wells Fargo
California
+$13

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$36.2K
2
WAM
Wolverine Asset Management
Illinois
-$32K
3
Osaic Holdings
Osaic Holdings
Arizona
-$27.2K
4
Morgan Stanley
Morgan Stanley
New York
-$23.8K
5
UBS Group
UBS Group
Switzerland
-$18.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1
Tortoise Investment Management
New York
$2.69M +$309K +23,241 +14%
RVPG
2
Relative Value Partners Group
$855K – – –
Morgan Stanley
3
Morgan Stanley
New York
$628K -$23.8K -1,787 -4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$274K +$6.66K +500 +3%
Osaic Holdings
5
Osaic Holdings
Arizona
$249K -$27.2K -2,042 -10%
APWM
6
Atlas Private Wealth Management
New York
$151K – – –
Stifel Financial
7
Stifel Financial
Missouri
$142K – – –
BFEC
8
Benjamin F. Edwards & Company
Missouri
$106K – – –
UBS Group
9
UBS Group
Switzerland
$98K -$18.9K -1,421 -17%
NFG
10
Next Financial Group
Texas
$88K – – –
Bank of America
11
Bank of America
North Carolina
$78K -$36.2K -2,719 -33%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$67K +$27 +2 +0%
APA
13
American Portfolios Advisors
New York
$38.6K – – –
Wells Fargo
14
Wells Fargo
California
$30K +$13 +1 +0%
GRP
15
Global Retirement Partners
California
$27K – – –
CWP
16
Concord Wealth Partners
Virginia
$18K +$16.6K +1,250 New
Citigroup
17
Citigroup
New York
$17K – – –
NFSG
18
Newbridge Financial Services Group
Florida
$5K – – –
WAM
19
Wolverine Asset Management
Illinois
– -$32K -2,493 Closed
TRCT
20
Tower Research Capital (TRC)
New York
– -$1K -100 Closed

NXN Hedge Fund Activity: Q4 2020 in Review

18 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Tax-Free Income Portfolio (NXN) for Q4 2020, worth a combined $5.56M — up 12% from $4.94M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of NXN and 1 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 4 added.

The largest buyer was Tortoise Investment Management, adding an estimated $309K. The largest seller was Bank of America, cutting an estimated $36.2K.

  • 18 institutional investors held Nuveen New York Tax-Free Income Portfolio (NXN) as of Q4 2020, down from 19 in Q3 2020.
  • Funds reported $5.56M of Nuveen New York Tax-Free Income Portfolio stock for Q4 2020, up 12% quarter-over-quarter.
  • 1 fund opened new Nuveen New York Tax-Free Income Portfolio positions in Q4 2020 and 2 closed out, a net change of -1 holder.
  • The largest Nuveen New York Tax-Free Income Portfolio buyer in Q4 2020 was Tortoise Investment Management, an estimated $309K added.
  • The largest Nuveen New York Tax-Free Income Portfolio seller in Q4 2020 was Bank of America, an estimated $36.2K sold.

Based on aggregated 13F filings for Q4 2020.