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Nuveen New York Municipal Value Fund

21 hedge funds and large institutions have $9.38M invested in Nuveen New York Municipal Value Fund in 2016 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $8.78M → $9.38M (+$596K)

0.2% more ownership

Funds ownership: 5.72%5.93% (+0.2%)

5% less funds holding

Funds holding: 2221 (-1)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$2.04M -$108K -10,571 -5%
GC
2
Guggenheim Capital
Illinois
$1.86M +$251K +24,542 +16%
Morgan Stanley
3
Morgan Stanley
New York
$1.24M -$16.1K -1,580 -1%
PM
4
Penbrook Management
New York
$1.04M
Invesco
5
Invesco
Georgia
$943K +$218K +21,362 +31%
Wells Fargo
6
Wells Fargo
California
$590K +$8.31K +814 +1%
CRC
7
Curi RMB Capital
Illinois
$526K +$283K +27,712 +122%
Deutsche Bank
8
Deutsche Bank
Germany
$219K +$215K +21,069 New
MFS
9
MSI Financial Services
Massachusetts
$181K -$25.5K -2,500 -13%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$174K +$1.62K +159 +1%
CHAM
11
Clear Harbor Asset Management
Connecticut
$151K -$12.3K -1,200 -8%
Bank of America
12
Bank of America
North Carolina
$148K -$141K -13,834 -49%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$119K -$5.11K -500 -4%
VNA
14
Valley National Advisers
Pennsylvania
$65K
NFG
15
Next Financial Group
Texas
$27K
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$14K +$14.1K +1,382 New
IA
17
IFP Advisors
Florida
$12K +$12.1K +1,188 New
CB
18
Community Bank
New York
$10K
TIM
19
Tortoise Investment Management
New York
$9K
MRCM
20
M&R Capital Management
New Jersey
$9K +$8.96K +878 New
First Manhattan
21
First Manhattan
New York
$2K
MSL
22
Mackay Shields LLC
New York
-$153K -15,192 Closed
OC
23
Oppenheimer & Co
New York
-$111K -11,000 Closed
LPL Financial
24
LPL Financial
California
-$102K -10,000 Closed
WAM
25
Wolverine Asset Management
Illinois
-$16K -1,668 Closed

NNY Hedge Fund Activity: Q2 2016 in Review

21 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Municipal Value Fund (NNY) for Q2 2016, worth a combined $9.38M — up 6.8% from $8.78M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of NNY and 4 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 5 added.

The largest buyer was Curi RMB Capital, adding an estimated $283K. The largest seller was Mackay Shields LLC, exiting entirely with an estimated $153K sold.

  • 21 institutional investors held Nuveen New York Municipal Value Fund (NNY) as of Q2 2016, down from 22 in Q1 2016.
  • Funds reported $9.38M of Nuveen New York Municipal Value Fund stock for Q2 2016, up 6.8% quarter-over-quarter.
  • 4 funds opened new Nuveen New York Municipal Value Fund positions in Q2 2016 and 5 closed out, a net change of -1 holder.
  • The largest Nuveen New York Municipal Value Fund buyer in Q2 2016 was Curi RMB Capital, an estimated $283K added.
  • The largest Nuveen New York Municipal Value Fund seller in Q2 2016 was Mackay Shields LLC, an estimated $153K sold.

Based on aggregated 13F filings for Q2 2016.