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NXN

Nuveen New York Tax-Free Income Portfolio

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 2118 (-3)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
18
Holders Change
-3
Holders Change %
-14.29%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
9
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1
Tortoise Investment Management
New York
$2.1M -$10.7K -779 -0.5%
Morgan Stanley
2
Morgan Stanley
New York
$1.02M +$80.9K +5,907 +9%
RVPG
3
Relative Value Partners Group
$457K +$23.3K +1,703 +5%
Bank of America
4
Bank of America
North Carolina
$361K +$363K +26,534 +294,822%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$237K +$16.7K +1,223 +8%
WAM
6
Wolverine Asset Management
Illinois
$216K +$112K +8,167 +106%
KAS
7
Kestra Advisory Services
Texas
$202K +$23.7K +1,734 +13%
Osaic Holdings
8
Osaic Holdings
Arizona
$191K -$43.7K -3,190 -18%
APWM
9
Atlas Private Wealth Management
New York
$145K
Wells Fargo
10
Wells Fargo
California
$122K +$14 +1 +0%
NFG
11
Next Financial Group
Texas
$117K +$12.3K +898 +12%
UBS Group
12
UBS Group
Switzerland
$108K -$8.7K -635 -7%
BFEC
13
Benjamin F. Edwards & Company
Missouri
$102K
LF
14
Lee Financial
Texas
$40K
APA
15
American Portfolios Advisors
New York
$37.1K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$24K +$110 +8 +0.5%
CWP
17
Concord Wealth Partners
Virginia
$17K
TRCT
18
Tower Research Capital (TRC)
New York
$1K +$1.25K +91 New
Stifel Financial
19
Stifel Financial
Missouri
-$139K -10,000 Closed
GRP
20
Global Retirement Partners
California
-$26K -1,903 Closed
HA
21
Herold Advisors
New York
-$14K -1,011 Closed
ATC
22
Adirondack Trust Company
New York
-$5K -347 Closed

NXN Hedge Fund Activity: Q4 2021 in Review

18 of the 6,498 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.