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Nuveen New York Municipal Value Fund

21 hedge funds and large institutions have $8.66M invested in Nuveen New York Municipal Value Fund in 2017 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

5% more capital invested

Capital invested by funds: $8.28M → $8.66M (+$386K)

0.13% more ownership

Funds ownership: 5.75%5.87% (+0.13%)

0% more funds holding

Funds holding: 2121 (0)

Holders
21
Holders Change
Holders Change %
0%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
9
Reduced
6
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$2.2M -$91.6K -9,528 -4%
UBS Group
2
UBS Group
Switzerland
$1.64M +$202K +21,041 +14%
Invesco
3
Invesco
Georgia
$1.53M +$213K +22,163 +16%
Morgan Stanley
4
Morgan Stanley
New York
$1.4M +$74.2K +7,716 +6%
Wells Fargo
5
Wells Fargo
California
$477K -$36.1K -3,760 -7%
RJA
6
Raymond James & Associates
Florida
$228K +$72.8K +7,570 +48%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$186K +$4.66K +485 +3%
DA
8
Doliver Advisors
Texas
$177K -$47.2K -4,906 -21%
CHAM
9
Clear Harbor Asset Management
Connecticut
$139K
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$131K +$24K +2,500 +23%
Bank of America
11
Bank of America
North Carolina
$117K -$21.1K -2,200 -15%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$110K -$6.97K -725 -6%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$109K +$3.84K +400 +4%
Deutsche Bank
14
Deutsche Bank
Germany
$97K -$106K -11,069 -53%
CAG
15
Crestwood Advisors Group
Massachusetts
$49K +$48.1K +5,000 New
NFG
16
Next Financial Group
Texas
$32K +$5.77K +600 +23%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$13K
IA
18
IFP Advisors
Florida
$12K +$77 +8 +0.7%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$10K
MRCM
20
M&R Capital Management
New Jersey
$8K
First Manhattan
21
First Manhattan
New York
$1K

NNY Hedge Fund Activity: Q1 2017 in Review

21 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Municipal Value Fund (NNY) for Q1 2017, worth a combined $8.66M — up 4.7% from $8.28M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new NNY positions and 0 closed out — a net gain of 1 holder — while 9 added to existing stakes and 6 trimmed.

The largest buyer was Invesco, adding an estimated $213K. The largest seller was Deutsche Bank, cutting an estimated $106K.

  • 21 institutional investors held Nuveen New York Municipal Value Fund (NNY) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $8.66M of Nuveen New York Municipal Value Fund stock for Q1 2017, up 4.7% quarter-over-quarter.
  • 1 fund opened new Nuveen New York Municipal Value Fund positions in Q1 2017 and 0 closed out, a net change of +1 holder.
  • The largest Nuveen New York Municipal Value Fund buyer in Q1 2017 was Invesco, an estimated $213K added.
  • The largest Nuveen New York Municipal Value Fund seller in Q1 2017 was Deutsche Bank, an estimated $106K sold.

Based on aggregated 13F filings for Q1 2017.