Nuveen New York Tax-Free Income Portfolio
NXN was delisted on the 9th of January, 2026.
18 hedge funds and large institutions have $9.7M invested in Nuveen New York Tax-Free Income Portfolio in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 3 closing their positions.
0% less capital invested
Capital invested by funds: $9.7M → $9.7M (-$7.99K)
0.77% less ownership
Funds ownership: 21.24% → 20.48% (-0.77%)
5% less funds holding
Funds holding: 19 → 18 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
57% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$249K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$244K |
| 3 |
BCG
Breakwater Capital Group
Paramus,
New Jersey
|
+$222K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$35.6K |
| 5 |
FIA
FNY Investment Advisers
New York
|
+$1.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVPG
Relative Value Partners Group
|
-$333K |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$264K |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$213K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$139K |
| 5 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$92.9K |
NXN Hedge Fund Activity: Q1 2023 in Review
18 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Tax-Free Income Portfolio (NXN) for Q1 2023, worth a combined $9.7M — down 0.08% from $9.7M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of NXN and 2 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 3 added.
The largest buyer was Hennion & Walsh Asset Management, opening a new position worth an estimated $249K. The largest seller was Relative Value Partners Group, exiting entirely with an estimated $333K sold.
- 18 institutional investors held Nuveen New York Tax-Free Income Portfolio (NXN) as of Q1 2023, down from 19 in Q4 2022.
- Funds reported $9.7M of Nuveen New York Tax-Free Income Portfolio stock for Q1 2023, down 0.08% quarter-over-quarter.
- 2 funds opened new Nuveen New York Tax-Free Income Portfolio positions in Q1 2023 and 3 closed out, a net change of -1 holder.
- The largest Nuveen New York Tax-Free Income Portfolio buyer in Q1 2023 was Hennion & Walsh Asset Management, an estimated $249K added.
- The largest Nuveen New York Tax-Free Income Portfolio seller in Q1 2023 was Relative Value Partners Group, an estimated $333K sold.
Based on aggregated 13F filings for Q1 2023.