NNY icon

Nuveen New York Municipal Value Fund
NNY

Overview Fund Activity

41 hedge funds and large institutions have $36.1M invested in Nuveen New York Municipal Value Fund in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
15
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PM
Penbrook Management
New York
+$1.75M
2
GC
Guggenheim Capital
Illinois
+$262K
3
HWAM
Hennion & Walsh Asset Management
New Jersey
+$174K
4
Morgan Stanley
Morgan Stanley
New York
+$104K
5
RIA
Realta Investment Advisors
Delaware
+$58.5K

Top Sellers

1
TIM
Tortoise Investment Management
New York
-$1.22M
2
WAM
Wolverine Asset Management
Illinois
-$986K
3
Osaic Holdings
Osaic Holdings
Arizona
-$673K
4
UBS Group
UBS Group
Switzerland
-$242K
5
RCM
Rivernorth Capital Management
Florida
-$165K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$140K -$4.8K -592 -3%
BPWM
27
BCS Private Wealth Management
New Jersey
$122K +$122K +15,000 New
CL
28
CIM LLC
New York
$114K – – –
PFS
29
Prospera Financial Services
Texas
$97.3K – – –
TWP
30
Tyche Wealth Partners
Texas
$92.4K – – –
AC
31
Avestar Capital
New York
$81.4K – – –
PWSG
32
Pacific Wealth Strategies Group
California
$80.3K – – –
OWA
33
Opal Wealth Advisors
New York
$35.9K +$381 +47 +1%
GBT
34
Grove Bank & Trust
Florida
$32.4K – – –
Citigroup
35
Citigroup
New York
$19.4K – – –
EC
36
Elequin Capital
New York
$13.7K +$13.7K +1,687 New
CA
37
CoreCap Advisors
Michigan
$12.2K +$12.2K +1,500 New
CAL
38
Capital Analysts LLC
Pennsylvania
$11K +$11K +1,400 New
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$7.22K +$7.22K +890 New
SWM
40
Spire Wealth Management
Virginia
$4.21K – – –
FIA
41
FNY Investment Advisers
New York
$2K – – –
WAM
42
Wolverine Asset Management
Illinois
– -$986K -119,374 Closed
LCM
43
Landscape Capital Management
New Jersey
– -$123K -14,860 Closed
TC
44
TownSquare Capital
Utah
– -$103K -12,500 Closed
DW30
45
Drucker Wealth 3.0
New Jersey
– -$103K -12,500 Closed
XT
46
XTX Topco
Cayman Islands
– -$86.7K -10,492 Closed
Jones Financial Companies
47
Jones Financial Companies
Missouri
– -$825 -100 Closed
1
2