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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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17 hedge funds and large institutions have $8.87M invested in Nuveen New York Tax-Free Income Portfolio in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

0.99% less ownership

Funds ownership: 20.6% → 19.61% (-0.99%)

8% less capital invested

Capital invested by funds: $9.62M → $8.87M (-$742K)

11% less funds holding

Funds holding: 19 → 17 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
17
Holders Change
-2
Holders Change %
-10.53%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
6
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$79.9K
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$59.8K
3
Morgan Stanley
Morgan Stanley
New York
+$42.7K
4
GC
Guggenheim Capital
Illinois
+$37.9K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$30.2K

Top Sellers

1
TIM
Tortoise Investment Management
New York
-$557K
2
BCG
Breakwater Capital Group
New Jersey
-$145K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$12K
4
TRCT
Tower Research Capital (TRC)
New York
-$1.19K
5
Bank of America
Bank of America
North Carolina
-$95
Name Holding Trade Value Shares
Change 		Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$4.03M – – –
TIM
2
Tortoise Investment Management
New York
$1.14M -$557K -46,744 -32%
GC
3
Guggenheim Capital
Illinois
$1.01M +$37.9K +3,180 +4%
Morgan Stanley
4
Morgan Stanley
New York
$807K +$42.7K +3,578 +5%
BCG
5
Breakwater Capital Group
New Jersey
$415K -$145K -12,139 -25%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$350K +$79.9K +6,701 +28%
RCM
7
Rivernorth Capital Management
Florida
$241K – – –
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$215K +$59.8K +5,014 +37%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$197K +$30.2K +2,529 +17%
Stifel Financial
10
Stifel Financial
Missouri
$178K – – –
Bank of America
11
Bank of America
North Carolina
$138K -$95 -8 -0.1%
UBS Group
12
UBS Group
Switzerland
$79.7K +$906 +76 +1%
Osaic Holdings
13
Osaic Holdings
Arizona
$38.9K – – –
GRP
14
Global Retirement Partners
California
$21.5K – – –
CWP
15
Concord Wealth Partners
Virginia
$15K – – –
Wells Fargo
16
Wells Fargo
California
$3.85K -$12 -1 -0.3%
FIA
17
FNY Investment Advisers
New York
$1K – – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
– -$12K -1,000 Closed
TRCT
19
Tower Research Capital (TRC)
New York
– -$1.19K -100 Closed

NXN Hedge Fund Activity: Q3 2023 in Review

17 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Tax-Free Income Portfolio (NXN) for Q3 2023, worth a combined $8.87M — down 7.7% from $9.62M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of NXN and 0 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 6 added.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $79.9K. The largest seller was Tortoise Investment Management, cutting an estimated $557K.

  • 17 institutional investors held Nuveen New York Tax-Free Income Portfolio (NXN) as of Q3 2023, down from 19 in Q2 2023.
  • Funds reported $8.87M of Nuveen New York Tax-Free Income Portfolio stock for Q3 2023, down 7.7% quarter-over-quarter.
  • 0 funds opened new Nuveen New York Tax-Free Income Portfolio positions in Q3 2023 and 2 closed out, a net change of -2 holders.
  • The largest Nuveen New York Tax-Free Income Portfolio buyer in Q3 2023 was Hennion & Walsh Asset Management, an estimated $79.9K added.
  • The largest Nuveen New York Tax-Free Income Portfolio seller in Q3 2023 was Tortoise Investment Management, an estimated $557K sold.

Based on aggregated 13F filings for Q3 2023.