Nuveen New York Municipal Value Fund
NNY
21 hedge funds and large institutions have $8.57M invested in Nuveen New York Municipal Value Fund in 2015 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
5% more funds holding
Funds holding: 20 → 21 (+1)
4% more capital invested
Capital invested by funds: $8.28M → $8.57M (+$293K)
0.01% more ownership
Funds ownership: 5.62% → 5.62% (+0.01%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$201K |
| 2 |
OC
Oppenheimer & Co
New York
|
+$108K |
| 3 |
LPL Financial
San Diego,
California
|
+$98.3K |
| 4 |
PM
Penbrook Management
New York
|
+$98.3K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$76.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVPG
Relative Value Partners Group
|
-$288K |
| 2 |
Morgan Stanley
New York
|
-$249K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$78K |
| 4 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$25.6K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$17K |
NNY Hedge Fund Activity: Q4 2015 in Review
21 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Municipal Value Fund (NNY) for Q4 2015, worth a combined $8.57M — up 3.5% from $8.28M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new NNY positions and 2 closed out — a net gain of 1 holder — while 8 added to existing stakes and 6 trimmed.
The largest buyer was MSI Financial Services, adding an estimated $201K. The largest seller was Relative Value Partners Group, exiting entirely with an estimated $288K sold.
- 21 institutional investors held Nuveen New York Municipal Value Fund (NNY) as of Q4 2015, up from 20 in Q3 2015.
- Funds reported $8.57M of Nuveen New York Municipal Value Fund stock for Q4 2015, up 3.5% quarter-over-quarter.
- 3 funds opened new Nuveen New York Municipal Value Fund positions in Q4 2015 and 2 closed out, a net change of +1 holder.
- The largest Nuveen New York Municipal Value Fund buyer in Q4 2015 was MSI Financial Services, an estimated $201K added.
- The largest Nuveen New York Municipal Value Fund seller in Q4 2015 was Relative Value Partners Group, an estimated $288K sold.
Based on aggregated 13F filings for Q4 2015.