Nuveen New York Municipal Value Fund
NNY
39 hedge funds and large institutions have $20.9M invested in Nuveen New York Municipal Value Fund in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 0 reducing their positions, and 0 closing their positions.
105% more capital invested
Capital invested by funds: $10.2M → $20.9M (+$10.7M)
50% more funds holding
Funds holding: 26 → 39 (+13)
4.16% more ownership
Funds ownership: 6.84% → 11% (+4.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$2.36M |
| 2 |
TIM
Tortoise Investment Management
White Plains,
New York
|
+$2.16M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$925K |
| 4 |
PM
Penbrook Management
New York
|
+$564K |
| 5 |
LPL Financial
San Diego,
California
|
+$396K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RVPG
26
Relative Value Partners Group
| $166K | +$161K | +16,423 | New |
|
27
Stifel Financial
St. Louis,
Missouri
| $161K | – | – | – |
|
28
Citigroup
New York
| $154K | +$36.1K | +3,675 | +32% |
|
|
CL
29
CIM LLC
Albany,
New York
| $144K | – | – | – |
|
|
AIM
30
Axiom Investment Management
New York
| $138K | +$1.05K | +107 | +0.8% |
|
31
MML Investors Services
Springfield,
Massachusetts
| $118K | +$115K | +11,708 | New |
|
32
Truist Financial
Charlotte,
North Carolina
| $116K | – | – | – |
|
|
CG
33
Colony Group
Boston,
Massachusetts
| $109K | +$107K | +10,860 | New |
|
|
MAG
34
MRA Advisory Group
Parsippany,
New Jersey
| $106K | +$104K | +10,569 | New |
|
35
Osaic Holdings
Scottsdale,
Arizona
| $80K | +$39.8K | +4,049 | +107% |
|
36
Rockefeller Capital Management
New York
| $54K | +$53.6K | +5,455 | New |
|
|
APA
37
American Portfolios Advisors
Holbrook,
New York
| $14.9K | – | – | – |
|
|
SWM
38
Spire Wealth Management
Mclean,
Virginia
| $5K | +$5.1K | +519 | New |
|
39
First Manhattan
New York
| $1K | – | – | – |
|
NNY Hedge Fund Activity: Q2 2021 in Review
39 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Municipal Value Fund (NNY) for Q2 2021, worth a combined $20.9M — up 105% from $10.2M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new NNY positions and 0 closed out — a net gain of 13 holders — while 19 added to existing stakes and 0 trimmed.
The largest buyer was Karpus Investment Management, opening a new position worth an estimated $2.36M.
- 39 institutional investors held Nuveen New York Municipal Value Fund (NNY) as of Q2 2021, up from 26 in Q1 2021.
- Funds reported $20.9M of Nuveen New York Municipal Value Fund stock for Q2 2021, up 105% quarter-over-quarter.
- 13 funds opened new Nuveen New York Municipal Value Fund positions in Q2 2021 and 0 closed out, a net change of +13 holders.
- The largest Nuveen New York Municipal Value Fund buyer in Q2 2021 was Karpus Investment Management, an estimated $2.36M added.
Based on aggregated 13F filings for Q2 2021.