Nuveen New York Municipal Value Fund
NNY
25 hedge funds and large institutions have $8.22M invested in Nuveen New York Municipal Value Fund in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
9% more funds holding
Funds holding: 23 → 25 (+2)
6% more capital invested
Capital invested by funds: $7.78M → $8.22M (+$441K)
0.07% less ownership
Funds ownership: 5.02% → 4.96% (-0.07%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$95.3K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$54.5K |
| 3 |
CHAM
Clear Harbor Asset Management
Stamford,
Connecticut
|
+$45K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$31K |
| 5 |
SMFS
Squar Milner Financial Services
Irvine,
California
|
+$20.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$246K |
| 2 |
BAM
Bruderman Asset Management
Locust Valley,
New York
|
-$170K |
| 3 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$112K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$57.3K |
| 5 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Invesco
Atlanta,
Georgia
| – | -$246K | -24,234 | Closed |
|
|
BAM
27
Bruderman Asset Management
Locust Valley,
New York
| – | -$170K | -16,275 | Closed |
|
NNY Hedge Fund Activity: Q4 2019 in Review
25 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Municipal Value Fund (NNY) for Q4 2019, worth a combined $8.22M — up 5.7% from $7.78M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new NNY positions and 2 closed out — a net gain of 2 holders — while 6 added to existing stakes and 3 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $95.3K. The largest seller was Invesco, exiting entirely with an estimated $246K sold.
- 25 institutional investors held Nuveen New York Municipal Value Fund (NNY) as of Q4 2019, up from 23 in Q3 2019.
- Funds reported $8.22M of Nuveen New York Municipal Value Fund stock for Q4 2019, up 5.7% quarter-over-quarter.
- 4 funds opened new Nuveen New York Municipal Value Fund positions in Q4 2019 and 2 closed out, a net change of +2 holders.
- The largest Nuveen New York Municipal Value Fund buyer in Q4 2019 was Morgan Stanley, an estimated $95.3K added.
- The largest Nuveen New York Municipal Value Fund seller in Q4 2019 was Invesco, an estimated $246K sold.
Based on aggregated 13F filings for Q4 2019.