Nuveen New York Municipal Value Fund
NNY
39 hedge funds and large institutions have $19.1M invested in Nuveen New York Municipal Value Fund in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
8% more funds holding
Funds holding: 36 → 39 (+3)
0.19% more ownership
Funds ownership: 10.08% → 10.26% (+0.19%)
0% more capital invested
Capital invested by funds: $19.1M → $19.1M (+$35K)
9% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$790K |
| 2 |
TIM
Tortoise Investment Management
White Plains,
New York
|
+$661K |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$509K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$220K |
| 5 |
OWA
Opal Wealth Advisors
Jericho,
New York
|
+$101K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$1.28M |
| 2 |
WANY
Wealthspire Advisors (New York)
New York
|
-$311K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$260K |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$133K |
| 5 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$66.9K |
NNY Hedge Fund Activity: Q4 2021 in Review
39 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Municipal Value Fund (NNY) for Q4 2021, worth a combined $19.1M — up 0.18% from $19.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new NNY positions and 2 closed out — a net gain of 3 holders — while 10 added to existing stakes and 11 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $790K. The largest seller was Karpus Investment Management, exiting entirely with an estimated $1.28M sold.
- 39 institutional investors held Nuveen New York Municipal Value Fund (NNY) as of Q4 2021, up from 36 in Q3 2021.
- Funds reported $19.1M of Nuveen New York Municipal Value Fund stock for Q4 2021, up 0.18% quarter-over-quarter.
- 5 funds opened new Nuveen New York Municipal Value Fund positions in Q4 2021 and 2 closed out, a net change of +3 holders.
- The largest Nuveen New York Municipal Value Fund buyer in Q4 2021 was Guggenheim Capital, an estimated $790K added.
- The largest Nuveen New York Municipal Value Fund seller in Q4 2021 was Karpus Investment Management, an estimated $1.28M sold.
Based on aggregated 13F filings for Q4 2021.