Nuveen New York Tax-Free Income Portfolio
NXN was delisted on the 9th of January, 2026.
21 hedge funds and large institutions have $8.47M invested in Nuveen New York Tax-Free Income Portfolio in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
24% more funds holding
Funds holding: 17 → 21 (+4)
1.86% less ownership
Funds ownership: 20.37% → 18.51% (-1.9%)
10% less capital invested
Capital invested by funds: $9.4M → $8.47M (-$935K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$379K |
| 2 |
WJWM
Williams Jones Wealth Management
New York
|
+$176K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$148K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$117K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$46.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$1.4M |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$136K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$108K |
| 4 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$92.7K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$70K |
NXN Hedge Fund Activity: Q1 2024 in Review
21 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Tax-Free Income Portfolio (NXN) for Q1 2024, worth a combined $8.47M — down 9.9% from $9.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new NXN positions and 1 closed out — a net gain of 4 holders — while 7 added to existing stakes and 5 trimmed.
The largest buyer was Wolverine Asset Management, adding an estimated $379K. The largest seller was 1607 Capital Partners, cutting an estimated $1.4M.
- 21 institutional investors held Nuveen New York Tax-Free Income Portfolio (NXN) as of Q1 2024, up from 17 in Q4 2023.
- Funds reported $8.47M of Nuveen New York Tax-Free Income Portfolio stock for Q1 2024, down 9.9% quarter-over-quarter.
- 5 funds opened new Nuveen New York Tax-Free Income Portfolio positions in Q1 2024 and 1 closed out, a net change of +4 holders.
- The largest Nuveen New York Tax-Free Income Portfolio buyer in Q1 2024 was Wolverine Asset Management, an estimated $379K added.
- The largest Nuveen New York Tax-Free Income Portfolio seller in Q1 2024 was 1607 Capital Partners, an estimated $1.4M sold.
Based on aggregated 13F filings for Q1 2024.