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NXN

Nuveen New York Tax-Free Income Portfolio

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 1819 (+1)

1% more capital invested

Capital invested by funds: $9.54M → $9.62M (+$74.8K)

0.12% more ownership

Funds ownership: 20.48%20.6% (+0.12%)

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$4.14M -$7.17K -600 -0.2%
TIM
2
Tortoise Investment Management
New York
$1.73M -$263K -21,966 -13%
GC
3
Guggenheim Capital
Illinois
$1M +$211K +17,691 +26%
Morgan Stanley
4
Morgan Stanley
New York
$788K -$71.9K -6,017 -8%
BCG
5
Breakwater Capital Group
New Jersey
$588K +$59.7K +4,996 +11%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$281K +$35K +2,925 +14%
RCM
7
Rivernorth Capital Management
Florida
$248K
Stifel Financial
8
Stifel Financial
Missouri
$184K +$9.56K +800 +5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$173K +$20.5K +1,715 +13%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$162K +$163K +13,626 New
Bank of America
11
Bank of America
North Carolina
$143K
UBS Group
12
UBS Group
Switzerland
$81.2K
Osaic Holdings
13
Osaic Holdings
Arizona
$40.1K -$103K -8,626 -72%
GRP
14
Global Retirement Partners
California
$22.6K
CWP
15
Concord Wealth Partners
Virginia
$15.4K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$12K
Wells Fargo
17
Wells Fargo
California
$3.96K +$12 +1 +0.3%
TRCT
18
Tower Research Capital (TRC)
New York
$1.19K +$1.2K +100 New
FIA
19
FNY Investment Advisers
New York
$1K
TJHA
20
Thomas J. Herzfeld Advisors
Florida
-$96 -8 Closed

NXN Hedge Fund Activity: Q2 2023 in Review

19 of the 6,369 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 — up 0.78% from $9.54M 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, up 0.78% 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.