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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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18 hedge funds and large institutions have $9.54M 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.

New
Increased
Maintained
Reduced
Closed

0.77% less ownership

Funds ownership: 21.24% → 20.48% (-0.77%)

2% less capital invested

Capital invested by funds: $9.7M → $9.54M (-$162K)

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

Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
3
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$249K
2
GC
Guggenheim Capital
Illinois
+$244K
3
BCG
Breakwater Capital Group
New Jersey
+$222K
4
Stifel Financial
Stifel Financial
Missouri
+$35.6K
5
FIA
FNY Investment Advisers
New York
+$1.2K

Top Sellers

1
RVPG
Relative Value Partners Group
-$333K
2
IA
IFP Advisors
Florida
-$264K
3
1CP
1607 Capital Partners
Virginia
-$213K
4
Bank of America
Bank of America
North Carolina
-$139K
5
TIM
Tortoise Investment Management
New York
-$92.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$4.21M -$213K -17,724 -5%
TIM
2
Tortoise Investment Management
New York
$2.01M -$92.9K -7,720 -4%
Morgan Stanley
3
Morgan Stanley
New York
$872K -$7.62K -633 -0.9%
GC
4
Guggenheim Capital
Illinois
$805K +$244K +20,259 +44%
BCG
5
Breakwater Capital Group
New Jersey
$536K +$222K +18,412 +71%
RCM
6
Rivernorth Capital Management
Florida
$252K – – –
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$249K +$249K +20,699 New
Stifel Financial
8
Stifel Financial
Missouri
$177K +$35.6K +2,958 +25%
Bank of America
9
Bank of America
North Carolina
$145K -$139K -11,522 -49%
Osaic Holdings
10
Osaic Holdings
Arizona
$145K – – –
UBS Group
11
UBS Group
Switzerland
$82.3K -$26.5K -2,205 -24%
GRP
12
Global Retirement Partners
California
$22.5K – – –
CWP
13
Concord Wealth Partners
Virginia
$15.7K – – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$12K – – –
Wells Fargo
15
Wells Fargo
California
$4.02K -$6K -498 -60%
FIA
16
FNY Investment Advisers
New York
$1K +$1.2K +100 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$154 – – –
TJHA
18
Thomas J. Herzfeld Advisors
Florida
$96 -$9.41K -782 -99%
RVPG
19
Relative Value Partners Group
– -$333K -28,733 Closed
IA
20
IFP Advisors
Florida
– -$264K -20,470 Closed
MWM
21
MinichMacGregor Wealth Management
New York
– -$26.3K -2,270 Closed

NXN Hedge Fund Activity: Q1 2023 in Review

18 of the 6,275 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 $9.54M — down 1.7% 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 $9.54M of Nuveen New York Tax-Free Income Portfolio stock for Q1 2023, down 1.7% 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.