Nuveen New York Tax-Free Income Portfolio
NXN was delisted on the 9th of January, 2026.
20 hedge funds and large institutions have $8.4M invested in Nuveen New York Tax-Free Income Portfolio in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 3 closing their positions.
0.24% less ownership
Funds ownership: 18.51% → 18.27% (-0.24%)
1% less capital invested
Capital invested by funds: $8.47M → $8.4M (-$67.3K)
5% less funds holding
Funds holding: 21 → 20 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
56% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCG
Breakwater Capital Group
Paramus,
New Jersey
|
+$167K |
| 2 |
O3W
Omni 360 Wealth
Plainsboro,
New Jersey
|
+$146K |
| 3 |
OWA
Opal Wealth Advisors
Jericho,
New York
|
+$106K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$33.6K |
| 5 |
Morgan Stanley
New York
|
+$26K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$149K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$147K |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$105K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$101K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$26K |
NXN Hedge Fund Activity: Q2 2024 in Review
20 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Tax-Free Income Portfolio (NXN) for Q2 2024, worth a combined $8.4M — down 0.8% from $8.47M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of NXN and 2 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 4 added.
The largest buyer was Breakwater Capital Group, adding an estimated $167K. The largest seller was Tortoise Investment Management, cutting an estimated $149K.
- 20 institutional investors held Nuveen New York Tax-Free Income Portfolio (NXN) as of Q2 2024, down from 21 in Q1 2024.
- Funds reported $8.4M of Nuveen New York Tax-Free Income Portfolio stock for Q2 2024, down 0.8% quarter-over-quarter.
- 2 funds opened new Nuveen New York Tax-Free Income Portfolio positions in Q2 2024 and 3 closed out, a net change of -1 holder.
- The largest Nuveen New York Tax-Free Income Portfolio buyer in Q2 2024 was Breakwater Capital Group, an estimated $167K added.
- The largest Nuveen New York Tax-Free Income Portfolio seller in Q2 2024 was Tortoise Investment Management, an estimated $149K sold.
Based on aggregated 13F filings for Q2 2024.