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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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20 hedge funds and large institutions have $8.53M invested in Nuveen New York Tax-Free Income Portfolio in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

1.64% more ownership

Funds ownership: 17.47% → 19.11% (+1.6%)

2% more capital invested

Capital invested by funds: $8.36M → $8.53M (+$169K)

0% more funds holding

Funds holding: 20 → 20 (0)

Holders
20
Holders Change
–
Holders Change %
0%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
6
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1607 Capital Partners
Virginia
+$622K
2
LSC
Logan Stone Capital
Illinois
+$206K
3
UBS Group
UBS Group
Switzerland
+$175K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$126K
5
WAM
Wolverine Asset Management
Illinois
+$117K

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$332K
2
HWAM
Hennion & Walsh Asset Management
New Jersey
-$216K
3
TIM
Tortoise Investment Management
New York
-$155K
4
Osaic Holdings
Osaic Holdings
Arizona
-$26.2K
5
FIA
FNY Investment Advisers
New York
-$1K
Name Holding Trade Value Shares
Change 		Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$3.1M +$622K +52,358 +24%
Morgan Stanley
2
Morgan Stanley
New York
$938K +$117K +9,820 +13%
TIM
3
Tortoise Investment Management
New York
$669K -$155K -13,074 -18%
GC
4
Guggenheim Capital
Illinois
$624K +$76.7K +6,457 +13%
WAM
5
Wolverine Asset Management
Illinois
$522K +$117K +9,850 +27%
BCG
6
Breakwater Capital Group
New Jersey
$467K +$64.9K +5,470 +15%
UBS Group
7
UBS Group
Switzerland
$349K +$175K +14,728 +92%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$260K -$332K -27,950 -55%
Stifel Financial
9
Stifel Financial
Missouri
$248K – – –
RCM
10
Rivernorth Capital Management
Florida
$217K – – –
LSC
11
Logan Stone Capital
Illinois
$197K +$206K +17,329 New
HWAM
12
Hennion & Walsh Asset Management
New Jersey
$185K -$216K -18,167 -53%
WJWM
13
Williams Jones Wealth Management
New York
$170K – – –
Bank of America
14
Bank of America
North Carolina
$152K – – –
O3W
15
Omni 360 Wealth
New Jersey
$142K – – –
Osaic Holdings
16
Osaic Holdings
Arizona
$137K -$26.2K -2,206 -15%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$120K +$126K +10,575 New
GRP
18
Global Retirement Partners
California
$21.6K – – –
CWP
19
Concord Wealth Partners
Virginia
$7.09K – – –
Wells Fargo
20
Wells Fargo
California
$625 – – –
FIA
21
FNY Investment Advisers
New York
– -$1K -100 Closed

NXN Hedge Fund Activity: Q4 2024 in Review

20 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Tax-Free Income Portfolio (NXN) for Q4 2024, worth a combined $8.53M — up 2% from $8.36M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new NXN positions and 1 closed out — a net gain of 1 holder — while 6 added to existing stakes and 4 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $622K. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $332K.

  • 20 institutional investors held Nuveen New York Tax-Free Income Portfolio (NXN) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $8.53M of Nuveen New York Tax-Free Income Portfolio stock for Q4 2024, up 2% quarter-over-quarter.
  • 2 funds opened new Nuveen New York Tax-Free Income Portfolio positions in Q4 2024 and 1 closed out, a net change of +1 holder.
  • The largest Nuveen New York Tax-Free Income Portfolio buyer in Q4 2024 was 1607 Capital Partners, an estimated $622K added.
  • The largest Nuveen New York Tax-Free Income Portfolio seller in Q4 2024 was Cambridge Investment Research Advisors, an estimated $332K sold.

Based on aggregated 13F filings for Q4 2024.