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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 $9.7M invested in Nuveen New York Tax-Free Income Portfolio in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 7 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

14% more capital invested

Capital invested by funds: $8.52M → $9.7M (+$1.18M)

12% more funds holding

Funds holding: 17 → 19 (+2)

1.82% more ownership

Funds ownership: 19.43% → 21.24% (+1.8%)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
6
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$314K
2
1CP
1607 Capital Partners
Virginia
+$180K
3
Stifel Financial
Stifel Financial
Missouri
+$134K
4
Bank of America
Bank of America
North Carolina
+$109K
5
RCM
Rivernorth Capital Management
Florida
+$86.5K

Top Sellers

1
IA
IFP Advisors
Florida
-$119K
2
Morgan Stanley
Morgan Stanley
New York
-$63.2K
3
UBS Group
UBS Group
Switzerland
-$51.4K
4
RVPG
Relative Value Partners Group
-$51.4K
5
TIM
Tortoise Investment Management
New York
-$32.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$4.25M +$180K +15,648 +4%
TIM
2
Tortoise Investment Management
New York
$2.03M -$32.7K -2,853 -2%
Morgan Stanley
3
Morgan Stanley
New York
$846K -$63.2K -5,503 -7%
GC
4
Guggenheim Capital
Illinois
$539K +$314K +27,364 +143%
RVPG
5
Relative Value Partners Group
$333K -$51.4K -4,476 -13%
BCG
6
Breakwater Capital Group
New Jersey
$302K +$299K +26,053 New
Bank of America
7
Bank of America
North Carolina
$273K +$109K +9,522 +68%
IA
8
IFP Advisors
Florida
$264K -$119K -10,355 -34%
RCM
9
Rivernorth Capital Management
Florida
$242K +$86.5K +7,534 +56%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$149K -$19.4K -1,692 -12%
Osaic Holdings
11
Osaic Holdings
Arizona
$139K +$23.2K +2,024 +20%
Stifel Financial
12
Stifel Financial
Missouri
$136K +$134K +11,704 New
UBS Group
13
UBS Group
Switzerland
$105K -$51.4K -4,478 -33%
MWM
14
MinichMacGregor Wealth Management
New York
$26.3K +$26.1K +2,270 New
GRP
15
Global Retirement Partners
California
$22.1K – – –
CWP
16
Concord Wealth Partners
Virginia
$15.1K +$14.9K +1,300 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$12K -$9.09K -792 -44%
Wells Fargo
18
Wells Fargo
California
$9.63K +$5.7K +497 +149%
TJHA
19
Thomas J. Herzfeld Advisors
Florida
$9.16K +$9.07K +790 New
LS
20
Leelyn Smith
Illinois
– -$8K -690 Closed
FIA
21
FNY Investment Advisers
New York
– -$1K -100 Closed

NXN Hedge Fund Activity: Q4 2022 in Review

19 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Tax-Free Income Portfolio (NXN) for Q4 2022, worth a combined $9.7M — up 14% from $8.52M 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 7 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $314K. The largest seller was IFP Advisors, cutting an estimated $119K.

  • 19 institutional investors held Nuveen New York Tax-Free Income Portfolio (NXN) as of Q4 2022, up from 17 in Q3 2022.
  • Funds reported $9.7M of Nuveen New York Tax-Free Income Portfolio stock for Q4 2022, up 14% quarter-over-quarter.
  • 5 funds opened new Nuveen New York Tax-Free Income Portfolio positions in Q4 2022 and 2 closed out, a net change of +3 holders.
  • The largest Nuveen New York Tax-Free Income Portfolio buyer in Q4 2022 was Guggenheim Capital, an estimated $314K added.
  • The largest Nuveen New York Tax-Free Income Portfolio seller in Q4 2022 was IFP Advisors, an estimated $119K sold.

Based on aggregated 13F filings for Q4 2022.