Nuveen New York Municipal Value Fund
NNY
20 hedge funds and large institutions have $7.46M invested in Nuveen New York Municipal Value Fund in 2014 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 4 closing their positions.
1.04% less ownership
Funds ownership: 6.25% → 5.2% (-1%)
10% less capital invested
Capital invested by funds: $8.3M → $7.46M (-$845K)
13% less funds holding
Funds holding: 23 → 20 (-3)
17% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 6
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$180K |
| 2 |
Invesco
Atlanta,
Georgia
|
+$149K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$125K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$27.3K |
| 5 |
CHAM
Clear Harbor Asset Management
Stamford,
Connecticut
|
+$19.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$507K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$425K |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
-$424K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$290K |
| 5 |
SG Americas Securities
New York
|
-$108K |
NNY Hedge Fund Activity: Q1 2014 in Review
20 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Municipal Value Fund (NNY) for Q1 2014, worth a combined $7.46M — down 10% from $8.3M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of NNY and 1 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 5 added.
The largest buyer was Guggenheim Capital, adding an estimated $180K. The largest seller was Morgan Stanley, cutting an estimated $507K.
- 20 institutional investors held Nuveen New York Municipal Value Fund (NNY) as of Q1 2014, down from 23 in Q4 2013.
- Funds reported $7.46M of Nuveen New York Municipal Value Fund stock for Q1 2014, down 10% quarter-over-quarter.
- 1 fund opened new Nuveen New York Municipal Value Fund positions in Q1 2014 and 4 closed out, a net change of -3 holders.
- The largest Nuveen New York Municipal Value Fund buyer in Q1 2014 was Guggenheim Capital, an estimated $180K added.
- The largest Nuveen New York Municipal Value Fund seller in Q1 2014 was Morgan Stanley, an estimated $507K sold.
Based on aggregated 13F filings for Q1 2014.