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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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19 hedge funds and large institutions have $6.75M invested in Nuveen New York Tax-Free Income Portfolio in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

12% more funds holding

Funds holding: 17 → 19 (+2)

1.87% less ownership

Funds ownership: 16.66% → 14.79% (-1.9%)

13% less capital invested

Capital invested by funds: $7.74M → $6.75M (-$988K)

75% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 8

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
2
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$148K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$146K
3
Citadel Advisors
Citadel Advisors
Florida
+$124K
4
O3W
Omni 360 Wealth
New Jersey
+$23K
5
SIA
Sit Investment Associates
Minnesota
+$16.1K

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$292K
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$224K
3
1CP
1607 Capital Partners
Virginia
-$169K
4
TIM
Tortoise Investment Management
New York
-$147K
5
Stifel Financial
Stifel Financial
Missouri
-$131K
Name Holding Trade Value Shares
Change 		Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$2.82M -$169K -14,680 -6%
GC
2
Guggenheim Capital
Illinois
$892K +$148K +12,839 +20%
Morgan Stanley
3
Morgan Stanley
New York
$827K -$91.9K -7,989 -10%
TIM
4
Tortoise Investment Management
New York
$393K -$147K -12,764 -27%
BCG
5
Breakwater Capital Group
New Jersey
$244K -$129K -11,197 -35%
AWS
6
Atria Wealth Solutions
New York
$227K – – –
O3W
7
Omni 360 Wealth
New Jersey
$198K +$23K +2,000 +13%
Bank of America
8
Bank of America
North Carolina
$155K – – –
UBS Group
9
UBS Group
Switzerland
$148K -$128K -11,085 -47%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$148K +$146K +12,710 New
Osaic Holdings
11
Osaic Holdings
Arizona
$146K -$12.5K -1,085 -8%
WJWM
12
Williams Jones Wealth Management
New York
$140K -$23K -2,000 -14%
Citadel Advisors
13
Citadel Advisors
Florida
$126K +$124K +10,805 New
Stifel Financial
14
Stifel Financial
Missouri
$122K -$131K -11,383 -52%
OWA
15
Opal Wealth Advisors
New York
$105K – – –
FHA
16
First Horizon Advisors
Tennessee
$23.3K – – –
GRP
17
Global Retirement Partners
California
$22.1K +$21.9K +1,903 New
SIA
18
Sit Investment Associates
Minnesota
$16K +$16.1K +1,400 New
FIA
19
FNY Investment Advisers
New York
$1K – – –
Wells Fargo
20
Wells Fargo
California
$2 – – –
RCM
21
Rivernorth Capital Management
Florida
– -$292K -24,737 Closed
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
– -$224K -18,971 Closed

NXN Hedge Fund Activity: Q2 2025 in Review

19 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Tax-Free Income Portfolio (NXN) for Q2 2025, worth a combined $6.75M — down 13% from $7.74M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NXN positions and 2 closed out — a net gain of 2 holders — while 2 added to existing stakes and 8 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $148K. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $292K sold.

  • 19 institutional investors held Nuveen New York Tax-Free Income Portfolio (NXN) as of Q2 2025, up from 17 in Q1 2025.
  • Funds reported $6.75M of Nuveen New York Tax-Free Income Portfolio stock for Q2 2025, down 13% quarter-over-quarter.
  • 4 funds opened new Nuveen New York Tax-Free Income Portfolio positions in Q2 2025 and 2 closed out, a net change of +2 holders.
  • The largest Nuveen New York Tax-Free Income Portfolio buyer in Q2 2025 was Guggenheim Capital, an estimated $148K added.
  • The largest Nuveen New York Tax-Free Income Portfolio seller in Q2 2025 was Rivernorth Capital Management, an estimated $292K sold.

Based on aggregated 13F filings for Q2 2025.