Nuveen New York Municipal Value Fund
NNY
26 hedge funds and large institutions have $10.2M invested in Nuveen New York Municipal Value Fund in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 3 closing their positions.
700% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 1
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
24% more funds holding
Funds holding: 21 → 26 (+5)
14% more capital invested
Capital invested by funds: $8.94M → $10.2M (+$1.23M)
0.95% more ownership
Funds ownership: 5.89% → 6.84% (+0.95%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$348K |
| 2 |
Morgan Stanley
New York
|
+$161K |
| 3 |
OC
Oppenheimer & Co
New York
|
+$160K |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$159K |
| 5 |
AIM
Axiom Investment Management
New York
|
+$134K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$103K |
| 2 |
MRCM
M&R Capital Management
Summit,
New Jersey
|
-$8K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$5K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$2.41K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
First Manhattan
New York
| $1K | – | – | – |
|
|
PFO
27
Pathstone Family Office
Englewood,
New Jersey
| – | -$103K | -10,344 | Closed |
|
|
MRCM
28
M&R Capital Management
Summit,
New Jersey
| – | -$8K | -878 | Closed |
|
|
29
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$5K | -494 | Closed |
|
NNY Hedge Fund Activity: Q1 2021 in Review
26 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Municipal Value Fund (NNY) for Q1 2021, worth a combined $10.2M — up 14% from $8.94M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new NNY positions and 3 closed out — a net gain of 5 holders — while 8 added to existing stakes and 1 trimmed.
The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $348K. The largest seller was Pathstone Family Office, exiting entirely with an estimated $103K sold.
- 26 institutional investors held Nuveen New York Municipal Value Fund (NNY) as of Q1 2021, up from 21 in Q4 2020.
- Funds reported $10.2M of Nuveen New York Municipal Value Fund stock for Q1 2021, up 14% quarter-over-quarter.
- 8 funds opened new Nuveen New York Municipal Value Fund positions in Q1 2021 and 3 closed out, a net change of +5 holders.
- The largest Nuveen New York Municipal Value Fund buyer in Q1 2021 was Wolverine Asset Management, an estimated $348K added.
- The largest Nuveen New York Municipal Value Fund seller in Q1 2021 was Pathstone Family Office, an estimated $103K sold.
Based on aggregated 13F filings for Q1 2021.