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Nuveen New York Municipal Value Fund
NNY

42 hedge funds and large institutions have $38.2M invested in Nuveen New York Municipal Value Fund in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

5% more funds holding

Funds holding: 40 → 42 (+2)

1% more capital invested

Capital invested by funds: $37.9M → $38.2M (+$304K)

0.46% less ownership

Funds ownership: 24.95% → 24.49% (-0.46%)

36% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 14

Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$611K
2
1CP
1607 Capital Partners
Virginia
+$201K
3
LPL Financial
LPL Financial
California
+$179K
4
KAS
Kestra Advisory Services
Texas
+$148K
5
XT
XTX Topco
Cayman Islands
+$86.3K

Top Sellers

Rank Fund Capital Flow
1
LSC
Logan Stone Capital
Illinois
-$765K
2
WAM
Wolverine Asset Management
Illinois
-$398K
3
HWAM
Hennion & Walsh Asset Management
New Jersey
-$233K
4
HF
HRT Financial
New York
-$211K
5
Nomura Holdings
Nomura Holdings
Japan
-$196K
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
26
Landscape Capital Management
New Jersey
$123K -$19.2K -2,338 -14%
CL
27
CIM LLC
New York
$116K – – –
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$115K +$12.5K +1,523 +12%
DW30
29
Drucker Wealth 3.0
New Jersey
$103K – – –
TC
30
TownSquare Capital
Utah
$103K – – –
PFS
31
Prospera Financial Services
Texas
$99.1K – – –
TWP
32
Tyche Wealth Partners
Texas
$94.1K – – –
XT
33
XTX Topco
Cayman Islands
$86.7K +$86.3K +10,492 New
RIA
34
Realta Investment Advisors
Delaware
$83.6K – – –
AC
35
Avestar Capital
New York
$82.9K – – –
PWSG
36
Pacific Wealth Strategies Group
California
$82.6K – – –
OWA
37
Opal Wealth Advisors
New York
$36.2K +$36K +4,384 New
GBT
38
Grove Bank & Trust
Florida
$33K +$32.9K +4,000 New
Citigroup
39
Citigroup
New York
$19.7K – – –
SWM
40
Spire Wealth Management
Virginia
$4.29K – – –
FIA
41
FNY Investment Advisers
New York
$2K +$2.47K +300 New
Jones Financial Companies
42
Jones Financial Companies
Missouri
$825 -$1.51K -184 -65%
LSC
43
Logan Stone Capital
Illinois
– -$765K -95,116 Closed
HF
44
HRT Financial
New York
– -$211K -26,357 Closed
Nomura Holdings
45
Nomura Holdings
Japan
– -$196K -24,409 Closed
1
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NNY Hedge Fund Activity: Q1 2025 in Review

42 of the 7,463 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Municipal Value Fund (NNY) for Q1 2025, worth a combined $38.2M — up 0.8% from $37.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NNY positions and 3 closed out — a net gain of 2 holders — while 9 added to existing stakes and 14 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $611K. The largest seller was Logan Stone Capital, exiting entirely with an estimated $765K sold.

  • 42 institutional investors held Nuveen New York Municipal Value Fund (NNY) as of Q1 2025, up from 40 in Q4 2024.
  • Funds reported $38.2M of Nuveen New York Municipal Value Fund stock for Q1 2025, up 0.8% quarter-over-quarter.
  • 5 funds opened new Nuveen New York Municipal Value Fund positions in Q1 2025 and 3 closed out, a net change of +2 holders.
  • The largest Nuveen New York Municipal Value Fund buyer in Q1 2025 was Osaic Holdings, an estimated $611K added.
  • The largest Nuveen New York Municipal Value Fund seller in Q1 2025 was Logan Stone Capital, an estimated $765K sold.

Based on aggregated 13F filings for Q1 2025.