Nuveen New York Municipal Value Fund
NNY
26 hedge funds and large institutions have $7.31M invested in Nuveen New York Municipal Value Fund in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
4% more funds holding
Funds holding: 25 → 26 (+1)
0.12% more ownership
Funds ownership: 4.96% → 5.08% (+0.12%)
11% less capital invested
Capital invested by funds: $8.22M → $7.31M (-$910K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPIA
Steward Partners Investment Advisory
New York
|
+$203K |
| 2 |
Morgan Stanley
New York
|
+$118K |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$101K |
| 4 |
FIA
FNY Investment Advisers
New York
|
+$101K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$22.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$151K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$129K |
| 3 |
HIA
Harbor Investment Advisory
Lutherville,
Maryland
|
-$52K |
| 4 |
CHAM
Clear Harbor Asset Management
Stamford,
Connecticut
|
-$45.6K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$15.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
First Manhattan
New York
| $1K | – | – | – |
|
|
HIA
27
Harbor Investment Advisory
Lutherville,
Maryland
| – | -$52K | -5,000 | Closed |
|
|
CHAM
28
Clear Harbor Asset Management
Stamford,
Connecticut
| – | -$45.6K | -4,350 | Closed |
|
NNY Hedge Fund Activity: Q1 2020 in Review
26 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Municipal Value Fund (NNY) for Q1 2020, worth a combined $7.31M — down 11% from $8.22M 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 4 trimmed.
The largest buyer was Steward Partners Investment Advisory, adding an estimated $203K. The largest seller was Tortoise Investment Management, cutting an estimated $151K.
- 26 institutional investors held Nuveen New York Municipal Value Fund (NNY) as of Q1 2020, up from 25 in Q4 2019.
- Funds reported $7.31M of Nuveen New York Municipal Value Fund stock for Q1 2020, down 11% quarter-over-quarter.
- 4 funds opened new Nuveen New York Municipal Value Fund positions in Q1 2020 and 2 closed out, a net change of +2 holders.
- The largest Nuveen New York Municipal Value Fund buyer in Q1 2020 was Steward Partners Investment Advisory, an estimated $203K added.
- The largest Nuveen New York Municipal Value Fund seller in Q1 2020 was Tortoise Investment Management, an estimated $151K sold.
Based on aggregated 13F filings for Q1 2020.