Nuveen New York Municipal Value Fund
NNY
23 hedge funds and large institutions have $8.3M invested in Nuveen New York Municipal Value Fund in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
25% more capital invested
Capital invested by funds: $6.65M → $8.3M (+$1.66M)
10% more funds holding
Funds holding: 21 → 23 (+2)
1.36% more ownership
Funds ownership: 4.89% → 6.25% (+1.4%)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVP
Relative Value Partners
Northbrook,
Illinois
|
+$572K |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
+$522K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$398K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$290K |
| 5 |
Morgan Stanley
New York
|
+$131K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$380K |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$126K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$126K |
| 4 |
LPL Financial
San Diego,
California
|
-$125K |
| 5 |
Citigroup
New York
|
-$92K |
NNY Hedge Fund Activity: Q4 2013 in Review
23 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Municipal Value Fund (NNY) for Q4 2013, worth a combined $8.3M — up 25% from $6.65M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new NNY positions and 2 closed out — a net gain of 2 holders — while 8 added to existing stakes and 8 trimmed.
The largest buyer was Relative Value Partners, opening a new position worth an estimated $572K. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $380K.
- 23 institutional investors held Nuveen New York Municipal Value Fund (NNY) as of Q4 2013, up from 21 in Q3 2013.
- Funds reported $8.3M of Nuveen New York Municipal Value Fund stock for Q4 2013, up 25% quarter-over-quarter.
- 4 funds opened new Nuveen New York Municipal Value Fund positions in Q4 2013 and 2 closed out, a net change of +2 holders.
- The largest Nuveen New York Municipal Value Fund buyer in Q4 2013 was Relative Value Partners, an estimated $572K added.
- The largest Nuveen New York Municipal Value Fund seller in Q4 2013 was Ladenburg Thalmann Financial Services, an estimated $380K sold.
Based on aggregated 13F filings for Q4 2013.