Nuveen New York Tax-Free Income Portfolio
NXN was delisted on the 9th of January, 2026.
21 hedge funds and large institutions have $5.21M invested in Nuveen New York Tax-Free Income Portfolio in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
11% more funds holding
Funds holding: 19 → 21 (+2)
1% more capital invested
Capital invested by funds: $5.15M → $5.21M (+$66.1K)
0.34% more ownership
Funds ownership: 9.23% → 9.57% (+0.34%)
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$187K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$128K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$79.7K |
| 4 |
Morgan Stanley
New York
|
+$73.9K |
| 5 |
LF
Lee Financial
Dallas,
Texas
|
+$42.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVPG
Relative Value Partners Group
|
-$128K |
| 2 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$124K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$25.5K |
| 4 |
Citigroup
New York
|
-$17K |
| 5 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$17K |
NXN Hedge Fund Activity: Q3 2021 in Review
21 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Tax-Free Income Portfolio (NXN) for Q3 2021, worth a combined $5.21M — up 1.3% from $5.15M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new NXN positions and 3 closed out — a net gain of 2 holders — while 3 added to existing stakes and 6 trimmed.
The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $187K. The largest seller was Relative Value Partners Group, cutting an estimated $128K.
- 21 institutional investors held Nuveen New York Tax-Free Income Portfolio (NXN) as of Q3 2021, up from 19 in Q2 2021.
- Funds reported $5.21M of Nuveen New York Tax-Free Income Portfolio stock for Q3 2021, up 1.3% quarter-over-quarter.
- 5 funds opened new Nuveen New York Tax-Free Income Portfolio positions in Q3 2021 and 3 closed out, a net change of +2 holders.
- The largest Nuveen New York Tax-Free Income Portfolio buyer in Q3 2021 was Kestra Advisory Services, an estimated $187K added.
- The largest Nuveen New York Tax-Free Income Portfolio seller in Q3 2021 was Relative Value Partners Group, an estimated $128K sold.
Based on aggregated 13F filings for Q3 2021.