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NXN

Nuveen New York Tax-Free Income Portfolio

Delisted

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

20 hedge funds and large institutions have $5.65M invested in Nuveen New York Tax-Free Income Portfolio in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

11% more funds holding

Funds holding: 1820 (+2)

1.33% more ownership

Funds ownership: 10.29%11.62% (+1.3%)

3% more capital invested

Capital invested by funds: $5.5M → $5.65M (+$149K)

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1
Tortoise Investment Management
New York
$2M +$93.2K +7,120 +5%
1CP
2
1607 Capital Partners
Virginia
$1.05M +$1.11M +84,579 New
Morgan Stanley
3
Morgan Stanley
New York
$1M +$79.3K +6,065 +8%
RVPG
4
Relative Value Partners Group
$417K
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$222K +$6.79K +519 +3%
KAS
6
Kestra Advisory Services
Texas
$185K +$1.02K +78 +0.5%
LSC
7
Logan Stone Capital
Illinois
$180K +$191K +14,561 New
APWM
8
Atlas Private Wealth Management
New York
$132K
Osaic Holdings
9
Osaic Holdings
Arizona
$126K -$50.8K -3,880 -28%
Wells Fargo
10
Wells Fargo
California
$111K -$13 -1 -0%
UBS Group
11
UBS Group
Switzerland
$86K -$13.4K -1,021 -13%
LF
12
Lee Financial
Texas
$37K
APA
13
American Portfolios Advisors
New York
$28.8K -$5.23K -400 -15%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$22K +$52 +4 +0.2%
GRP
15
Global Retirement Partners
California
$22K +$24.9K +1,903 New
CWP
16
Concord Wealth Partners
Virginia
$15K
HA
17
Herold Advisors
New York
$12.5K +$13.2K +1,011 New
TRCT
18
Tower Research Capital (TRC)
New York
$1K +$118 +9 +10%
FIA
19
FNY Investment Advisers
New York
$1K +$1.31K +100 New
Bank of America
20
Bank of America
North Carolina
-$347K -26,535 -100%
WAM
21
Wolverine Asset Management
Illinois
-$216K -15,879 Closed
BFEC
22
Benjamin F. Edwards & Company
Missouri
-$102K -7,500 Closed

NXN Hedge Fund Activity: Q1 2022 in Review

20 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Tax-Free Income Portfolio (NXN) for Q1 2022, worth a combined $5.65M — up 2.7% from $5.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NXN positions and 2 closed out — a net gain of 3 holders — while 6 added to existing stakes and 5 trimmed.

The largest buyer was 1607 Capital Partners, opening a new position worth an estimated $1.11M. The largest seller was Bank of America, cutting an estimated $347K.

  • 20 institutional investors held Nuveen New York Tax-Free Income Portfolio (NXN) as of Q1 2022, up from 18 in Q4 2021.
  • Funds reported $5.65M of Nuveen New York Tax-Free Income Portfolio stock for Q1 2022, up 2.7% quarter-over-quarter.
  • 5 funds opened new Nuveen New York Tax-Free Income Portfolio positions in Q1 2022 and 2 closed out, a net change of +3 holders.
  • The largest Nuveen New York Tax-Free Income Portfolio buyer in Q1 2022 was 1607 Capital Partners, an estimated $1.11M added.
  • The largest Nuveen New York Tax-Free Income Portfolio seller in Q1 2022 was Bank of America, an estimated $347K sold.

Based on aggregated 13F filings for Q1 2022.