We are live on ! Find out more
NXN

Nuveen New York Tax-Free Income Portfolio

Delisted

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.

New
Increased
Maintained
Reduced
Closed

0.24% less ownership

Funds ownership: 18.51%18.27% (-0.24%)

1% less capital invested

Capital invested by funds: $8.47M → $8.4M (-$66.3K)

5% less funds holding

Funds holding: 2120 (-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

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$2.57M -$105K -9,019 -4%
TIM
2
Tortoise Investment Management
New York
$895K -$149K -12,800 -14%
GC
3
Guggenheim Capital
Illinois
$852K -$26K -2,228 -3%
Morgan Stanley
4
Morgan Stanley
New York
$848K +$26K +2,229 +3%
WAM
5
Wolverine Asset Management
Illinois
$592K +$33.6K +2,874 +6%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$524K -$2.04K -175 -0.4%
BCG
7
Breakwater Capital Group
New Jersey
$447K +$167K +14,338 +60%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$402K -$4.1K -351 -1%
RCM
9
Rivernorth Capital Management
Florida
$224K -$20.3K -1,738 -8%
Stifel Financial
10
Stifel Financial
Missouri
$181K
WJWM
11
Williams Jones Wealth Management
New York
$176K
Osaic Holdings
12
Osaic Holdings
Arizona
$167K -$198 -17 -0.1%
Bank of America
13
Bank of America
North Carolina
$156K -$101K -8,640 -39%
O3W
14
Omni 360 Wealth
New Jersey
$146K +$146K +12,500 New
OWA
15
Opal Wealth Advisors
New York
$106K +$106K +9,055 New
UBS Group
16
UBS Group
Switzerland
$71.5K +$2.74K +235 +4%
GRP
17
Global Retirement Partners
California
$22.3K
MRCM
18
M&R Capital Management
New Jersey
$11.7K
CWP
19
Concord Wealth Partners
Virginia
$7.31K
Wells Fargo
20
Wells Fargo
California
$9 -$19.8K -1,699 -100%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
-$147K -12,607 Closed
CA
22
CoreCap Advisors
Michigan
-$15.1K -1,300 Closed
FIA
23
FNY Investment Advisers
New York
-$1 -100 Closed

NXN Hedge Fund Activity: Q2 2024 in Review

20 of the 6,924 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 0.78% 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 0.78% 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.