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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 $8.36M invested in Nuveen New York Tax-Free Income Portfolio in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

0% more funds holding

Funds holding: 2020 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

1% less capital invested

Capital invested by funds: $8.4M → $8.36M (-$44.4K)

0.8% less ownership

Funds ownership: 18.27%17.47% (-0.8%)

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
7
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$2.69M +$10.7K +900 +0.4%
Morgan Stanley
2
Morgan Stanley
New York
$886K +$3.29K +278 +0.4%
TIM
3
Tortoise Investment Management
New York
$876K -$53.8K -4,541 -6%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$619K +$71.5K +6,039 +13%
GC
5
Guggenheim Capital
Illinois
$591K -$288K -24,296 -33%
WAM
6
Wolverine Asset Management
Illinois
$440K -$171K -14,423 -29%
BCG
7
Breakwater Capital Group
New Jersey
$434K -$30K -2,531 -7%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$419K +$1.39K +117 +0.3%
Stifel Financial
9
Stifel Financial
Missouri
$266K +$76K +6,421 +42%
RCM
10
Rivernorth Capital Management
Florida
$233K
UBS Group
11
UBS Group
Switzerland
$195K +$118K +9,937 +163%
WJWM
12
Williams Jones Wealth Management
New York
$183K
Osaic Holdings
13
Osaic Holdings
Arizona
$174K
Bank of America
14
Bank of America
North Carolina
$162K
O3W
15
Omni 360 Wealth
New Jersey
$152K
GRP
16
Global Retirement Partners
California
$23.2K
CWP
17
Concord Wealth Partners
Virginia
$7.61K
MRCM
18
M&R Capital Management
New Jersey
$7.3K -$4.74K -400 -40%
FIA
19
FNY Investment Advisers
New York
$1K +$1.18K +100 New
Wells Fargo
20
Wells Fargo
California
$671 +$640 +54 +5,400%
OWA
21
Opal Wealth Advisors
New York
-$106K -9,055 Closed

NXN Hedge Fund Activity: Q3 2024 in Review

20 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Tax-Free Income Portfolio (NXN) for Q3 2024, worth a combined $8.36M — down 0.53% from $8.4M a quarter earlier.

Fund positioning in NXN was balanced in Q3 2024: 1 fund opened new positions, 1 closed out, 7 added to existing stakes and 5 trimmed.

The largest buyer was UBS Group, adding an estimated $118K. The largest seller was Guggenheim Capital, cutting an estimated $288K.

  • 20 institutional investors held Nuveen New York Tax-Free Income Portfolio (NXN) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $8.36M of Nuveen New York Tax-Free Income Portfolio stock for Q3 2024, down 0.53% quarter-over-quarter.
  • 1 fund opened new Nuveen New York Tax-Free Income Portfolio positions in Q3 2024 and 1 closed out, a net change of 0 holders.
  • The largest Nuveen New York Tax-Free Income Portfolio buyer in Q3 2024 was UBS Group, an estimated $118K added.
  • The largest Nuveen New York Tax-Free Income Portfolio seller in Q3 2024 was Guggenheim Capital, an estimated $288K sold.

Based on aggregated 13F filings for Q3 2024.