Nuveen New York Municipal Value Fund
NNY
43 hedge funds and large institutions have $33.8M invested in Nuveen New York Municipal Value Fund in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 6 closing their positions.
1.54% less ownership
Funds ownership: 22.99% → 21.45% (-1.5%)
4% less funds holding
Funds holding: 45 → 43 (-2)
9% less capital invested
Capital invested by funds: $37M → $33.8M (-$3.16M)
23% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 13
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
STA
Summit Trail Advisors
New York
|
+$429K |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$160K |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$127K |
| 4 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$87K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$50.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$963K |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$765K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$404K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$274K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$170K |
NNY Hedge Fund Activity: Q1 2026 in Review
43 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Municipal Value Fund (NNY) for Q1 2026, worth a combined $33.8M — down 8.5% from $37M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of NNY and 4 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 10 added.
The largest buyer was Summit Trail Advisors, opening a new position worth an estimated $429K. The largest seller was Tortoise Investment Management, cutting an estimated $963K.
- 43 institutional investors held Nuveen New York Municipal Value Fund (NNY) as of Q1 2026, down from 45 in Q4 2025.
- Funds reported $33.8M of Nuveen New York Municipal Value Fund stock for Q1 2026, down 8.5% quarter-over-quarter.
- 4 funds opened new Nuveen New York Municipal Value Fund positions in Q1 2026 and 6 closed out, a net change of -2 holders.
- The largest Nuveen New York Municipal Value Fund buyer in Q1 2026 was Summit Trail Advisors, an estimated $429K added.
- The largest Nuveen New York Municipal Value Fund seller in Q1 2026 was Tortoise Investment Management, an estimated $963K sold.
Based on aggregated 13F filings for Q1 2026.