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Nuveen New York Municipal Value Fund

24 hedge funds and large institutions have $9.3M invested in Nuveen New York Municipal Value Fund in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

33% more funds holding

Funds holding: 1824 (+6)

23% more capital invested

Capital invested by funds: $7.59M → $9.3M (+$1.71M)

1.55% more ownership

Funds ownership: 4.9%6.44% (+1.5%)

Holders
24
Holders Change
+6
Holders Change %
+33.33%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
7
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
26
Next Financial Group
Texas
-$25K -2,400 Closed
IA
27
IFP Advisors
Florida
-$13K -1,246 Closed

NNY Hedge Fund Activity: Q4 2017 in Review

24 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Municipal Value Fund (NNY) for Q4 2017, worth a combined $9.3M — up 23% from $7.59M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NNY positions and 3 closed out — a net gain of 6 holders — while 7 added to existing stakes and 3 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $1.04M. The largest seller was Guggenheim Capital, cutting an estimated $760K.

  • 24 institutional investors held Nuveen New York Municipal Value Fund (NNY) as of Q4 2017, up from 18 in Q3 2017.
  • Funds reported $9.3M of Nuveen New York Municipal Value Fund stock for Q4 2017, up 23% quarter-over-quarter.
  • 9 funds opened new Nuveen New York Municipal Value Fund positions in Q4 2017 and 3 closed out, a net change of +6 holders.
  • The largest Nuveen New York Municipal Value Fund buyer in Q4 2017 was Laurion Capital Management, an estimated $1.04M added.
  • The largest Nuveen New York Municipal Value Fund seller in Q4 2017 was Guggenheim Capital, an estimated $760K sold.

Based on aggregated 13F filings for Q4 2017.