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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 $5.15M invested in Nuveen New York Tax-Free Income Portfolio in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 19 → 19 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0.39% less ownership

Funds ownership: 9.62% → 9.23% (-0.39%)

6% less capital invested

Capital invested by funds: $5.48M → $5.15M (-$333K)

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

Holders
19
Holders Change
–
Holders Change %
0%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
3
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$98.1K
2
WAM
Wolverine Asset Management
Illinois
+$29.6K
3
UBS Group
UBS Group
Switzerland
+$22.8K
4
SB
Strategic Blueprint
Georgia
+$17K
5
Osaic Holdings
Osaic Holdings
Arizona
+$7.06K

Top Sellers

1
RVPG
Relative Value Partners Group
-$151K
2
SWM
Spire Wealth Management
Virginia
-$95K
3
Bank of America
Bank of America
North Carolina
-$47.8K
4
TIM
Tortoise Investment Management
New York
-$46.6K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$28.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1
Tortoise Investment Management
New York
$2.33M -$46.6K -3,300 -2%
Morgan Stanley
2
Morgan Stanley
New York
$909K +$98.1K +6,950 +12%
RVPG
3
Relative Value Partners Group
$582K -$151K -10,676 -21%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$256K -$18.4K -1,300 -7%
Osaic Holdings
5
Osaic Holdings
Arizona
$249K +$7.06K +500 +3%
APWM
6
Atlas Private Wealth Management
New York
$152K – – –
Stifel Financial
7
Stifel Financial
Missouri
$142K – – –
UBS Group
8
UBS Group
Switzerland
$138K +$22.8K +1,613 +20%
BFEC
9
Benjamin F. Edwards & Company
Missouri
$106K – – –
NFG
10
Next Financial Group
Texas
$99K – – –
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$39K -$28.2K -1,994 -42%
APA
12
American Portfolios Advisors
New York
$38.7K – – –
WAM
13
Wolverine Asset Management
Illinois
$29K +$29.6K +2,095 New
GRP
14
Global Retirement Partners
California
$27K – – –
CWP
15
Concord Wealth Partners
Virginia
$18K – – –
Citigroup
16
Citigroup
New York
$17K – – –
SB
17
Strategic Blueprint
Georgia
$17K +$17K +1,202 New
NFSG
18
Newbridge Financial Services Group
Florida
$5K – – –
SWM
19
Spire Wealth Management
Virginia
– -$95K -6,750 Closed
Bank of America
20
Bank of America
North Carolina
– -$47.8K -3,388 -100%
SPIA
21
Steward Partners Investment Advisory
New York
– -$5.44K -375 Closed

NXN Hedge Fund Activity: Q2 2021 in Review

19 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Tax-Free Income Portfolio (NXN) for Q2 2021, worth a combined $5.15M — down 6.1% from $5.48M a quarter earlier.

Fund positioning in NXN was balanced in Q2 2021: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 5 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $98.1K. The largest seller was Relative Value Partners Group, cutting an estimated $151K.

  • 19 institutional investors held Nuveen New York Tax-Free Income Portfolio (NXN) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $5.15M of Nuveen New York Tax-Free Income Portfolio stock for Q2 2021, down 6.1% quarter-over-quarter.
  • 2 funds opened new Nuveen New York Tax-Free Income Portfolio positions in Q2 2021 and 2 closed out, a net change of 0 holders.
  • The largest Nuveen New York Tax-Free Income Portfolio buyer in Q2 2021 was Morgan Stanley, an estimated $98.1K added.
  • The largest Nuveen New York Tax-Free Income Portfolio seller in Q2 2021 was Relative Value Partners Group, an estimated $151K sold.

Based on aggregated 13F filings for Q2 2021.