We are live on ! Find out more
NNY icon

Nuveen New York Municipal Value Fund
NNY

40 hedge funds and large institutions have $37.9M invested in Nuveen New York Municipal Value Fund in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

14% more funds holding

Funds holding: 35 → 40 (+5)

2.06% more ownership

Funds ownership: 22.89% → 24.95% (+2.1%)

2% more capital invested

Capital invested by funds: $37M → $37.9M (+$888K)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

Holders
40
Holders Change
+5
Holders Change %
+14.29%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
10
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TIM
Tortoise Investment Management
New York
+$992K
2
LSC
Logan Stone Capital
Illinois
+$795K
3
WAM
Wolverine Asset Management
Illinois
+$569K
4
1CP
1607 Capital Partners
Virginia
+$354K
5
HF
HRT Financial
New York
+$220K

Top Sellers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
-$569K
2
UBS Group
UBS Group
Switzerland
-$406K
3
Bank of America
Bank of America
North Carolina
-$220K
4
Morgan Stanley
Morgan Stanley
New York
-$178K
5
EAM
Everstar Asset Management
North Carolina
-$103K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$169K -$18K -2,150 -9%
Bank of America
27
Bank of America
North Carolina
$163K -$220K -26,351 -56%
LCM
28
Landscape Capital Management
New Jersey
$138K +$6.13K +734 +4%
CL
29
CIM LLC
New York
$113K – – –
DW30
30
Drucker Wealth 3.0
New Jersey
$101K – – –
TC
31
TownSquare Capital
Utah
$101K – – –
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$99.7K +$104K +12,402 New
PFS
33
Prospera Financial Services
Texas
$96.5K +$100K +12,000 New
TWP
34
Tyche Wealth Partners
Texas
$91.6K – – –
RIA
35
Realta Investment Advisors
Delaware
$82.7K – – –
AC
36
Avestar Capital
New York
$80.4K – – –
PWSG
37
Pacific Wealth Strategies Group
California
$80.4K +$83.6K +10,000 New
Citigroup
38
Citigroup
New York
$19.2K – – –
SWM
39
Spire Wealth Management
Virginia
$4.17K – – –
Jones Financial Companies
40
Jones Financial Companies
Missouri
$2.28K +$1.54K +184 +184%
IAIM
41
International Assets Investment Management
Florida
– -$2.84K -24,461 Closed
EAM
42
Everstar Asset Management
North Carolina
– -$103K -12,000 Closed
FIA
43
FNY Investment Advisers
New York
– -$2K -300 Closed
1
2

NNY Hedge Fund Activity: Q4 2024 in Review

40 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Municipal Value Fund (NNY) for Q4 2024, worth a combined $37.9M — up 2.4% from $37M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NNY positions and 3 closed out — a net gain of 6 holders — while 10 added to existing stakes and 10 trimmed.

The largest buyer was Tortoise Investment Management, adding an estimated $992K. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $569K.

  • 40 institutional investors held Nuveen New York Municipal Value Fund (NNY) as of Q4 2024, up from 35 in Q3 2024.
  • Funds reported $37.9M of Nuveen New York Municipal Value Fund stock for Q4 2024, up 2.4% quarter-over-quarter.
  • 9 funds opened new Nuveen New York Municipal Value Fund positions in Q4 2024 and 3 closed out, a net change of +6 holders.
  • The largest Nuveen New York Municipal Value Fund buyer in Q4 2024 was Tortoise Investment Management, an estimated $992K added.
  • The largest Nuveen New York Municipal Value Fund seller in Q4 2024 was Hennion & Walsh Asset Management, an estimated $569K sold.

Based on aggregated 13F filings for Q4 2024.