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Nuveen New York Municipal Value Fund
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Overview Fund Activity

38 hedge funds and large institutions have $24.6M invested in Nuveen New York Municipal Value Fund in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
16
Reduced
5
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1607 Capital Partners
Virginia
$4.48M
2
GC
Guggenheim Capital
Illinois
$2.51M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
$838K
4
WP
Woodline Partners
California
$414K
5
UBS Group
UBS Group
Switzerland
$2.8M

Top Sellers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$0
2
IA
IFP Advisors
Florida
$263K
3
TAM
Tocqueville Asset Management
New York
$408K
4
MIG
Mariner Investment Group
New York
$379K
5
SG
StoneX Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$154K +$2.07K +250 +1%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$152K +$53K +6,417 +54%
CL
28
CIM LLC
New York
$122K – – –
Osaic Holdings
29
Osaic Holdings
Arizona
$105K +$12.6K +1,527 +14%
VF
30
Virtu Financial
New York
$103K +$103K +12,414 New
KIM
31
Karpus Investment Management
New York
$88K – – –
OWA
32
Opal Wealth Advisors
New York
$83.6K +$83.6K +10,125 New
AC
33
Avestar Capital
New York
$82.6K +$82.6K +10,000 New
MWM
34
MinichMacGregor Wealth Management
New York
$24.6K +$24.6K +2,983 New
Citigroup
35
Citigroup
New York
$19.7K +$19.7K +2,388 New
TJHA
36
Thomas J. Herzfeld Advisors
Florida
$8.1K +$8.1K +980 New
SWM
37
Spire Wealth Management
Virginia
$4K – – –
First Manhattan
38
First Manhattan
New York
$1.63K – – –
Fiera Capital (Canada)
39
Fiera Capital (Canada)
Quebec, Canada
– -$1.19M -147,101 Closed
SG
40
StoneX Group
New York
– -$103K -12,582 Closed
CAN
41
Cetera Advisor Networks
California
– -$99K -12,103 Closed
KAS
42
Kestra Advisory Services
Texas
– -$88K -10,798 Closed
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
– -$93 -10,631 Closed
GWSG
44
GPS Wealth Strategies Group
Colorado
– -$66K -8,130 Closed
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
– -$14K -1,755 Closed
UB
46
UMB Bank
Missouri
– -$6K -767 Closed
FIA
47
FNY Investment Advisers
New York
– -$1K -200 Closed
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