Nuveen New York Tax-Free Income Portfolio
NXN was delisted on the 9th of January, 2026.
19 hedge funds and large institutions have $9.62M invested in Nuveen New York Tax-Free Income Portfolio in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
6% more funds holding
Funds holding: 18 → 19 (+1)
0.12% more ownership
Funds ownership: 20.48% → 20.6% (+0.12%)
1% less capital invested
Capital invested by funds: $9.7M → $9.62M (-$79.1K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$211K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$163K |
| 3 |
BCG
Breakwater Capital Group
Paramus,
New Jersey
|
+$59.7K |
| 4 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$35K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$20.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$263K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$103K |
| 3 |
Morgan Stanley
New York
|
-$71.9K |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$7.17K |
| 5 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$96 |
NXN Hedge Fund Activity: Q2 2023 in Review
19 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Tax-Free Income Portfolio (NXN) for Q2 2023, worth a combined $9.62M — down 0.82% from $9.7M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new NXN positions and 1 closed out — a net gain of 1 holder — while 6 added to existing stakes and 4 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $211K. The largest seller was Tortoise Investment Management, cutting an estimated $263K.
- 19 institutional investors held Nuveen New York Tax-Free Income Portfolio (NXN) as of Q2 2023, up from 18 in Q1 2023.
- Funds reported $9.62M of Nuveen New York Tax-Free Income Portfolio stock for Q2 2023, down 0.82% quarter-over-quarter.
- 2 funds opened new Nuveen New York Tax-Free Income Portfolio positions in Q2 2023 and 1 closed out, a net change of +1 holder.
- The largest Nuveen New York Tax-Free Income Portfolio buyer in Q2 2023 was Guggenheim Capital, an estimated $211K added.
- The largest Nuveen New York Tax-Free Income Portfolio seller in Q2 2023 was Tortoise Investment Management, an estimated $263K sold.
Based on aggregated 13F filings for Q2 2023.