Nuveen New York Tax-Free Income Portfolio
NXN was delisted on the 9th of January, 2026.
18 hedge funds and large institutions have $5.5M invested in Nuveen New York Tax-Free Income Portfolio in 2021 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 4 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 3
5% more capital invested
Capital invested by funds: $5.21M → $5.5M (+$285K)
0.72% more ownership
Funds ownership: 9.57% → 10.29% (+0.72%)
14% less funds holding
Funds holding: 21 → 18 (-3)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$363K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$112K |
| 3 |
Morgan Stanley
New York
|
+$80.9K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$23.7K |
| 5 |
RVPG
Relative Value Partners Group
|
+$23.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$139K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$43.7K |
| 3 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$26K |
| 4 |
HA
Herold Advisors
New York
|
-$14K |
| 5 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$10.7K |
NXN Hedge Fund Activity: Q4 2021 in Review
18 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Tax-Free Income Portfolio (NXN) for Q4 2021, worth a combined $5.5M — up 5.5% from $5.21M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of NXN and 1 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 9 added.
The largest buyer was Bank of America, adding an estimated $363K. The largest seller was Stifel Financial, exiting entirely with an estimated $139K sold.
- 18 institutional investors held Nuveen New York Tax-Free Income Portfolio (NXN) as of Q4 2021, down from 21 in Q3 2021.
- Funds reported $5.5M of Nuveen New York Tax-Free Income Portfolio stock for Q4 2021, up 5.5% quarter-over-quarter.
- 1 fund opened new Nuveen New York Tax-Free Income Portfolio positions in Q4 2021 and 4 closed out, a net change of -3 holders.
- The largest Nuveen New York Tax-Free Income Portfolio buyer in Q4 2021 was Bank of America, an estimated $363K added.
- The largest Nuveen New York Tax-Free Income Portfolio seller in Q4 2021 was Stifel Financial, an estimated $139K sold.
Based on aggregated 13F filings for Q4 2021.