We are live on ! Find out more
NNY icon

Nuveen New York Municipal Value Fund

24 hedge funds and large institutions have $9.3M invested in Nuveen New York Municipal Value Fund in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

33% more funds holding

Funds holding: 1824 (+6)

23% more capital invested

Capital invested by funds: $7.59M → $9.3M (+$1.71M)

1.55% more ownership

Funds ownership: 4.9%6.44% (+1.5%)

Holders
24
Holders Change
+6
Holders Change %
+33.33%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
7
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$1.51M +$73.8K +7,437 +5%
Morgan Stanley
2
Morgan Stanley
New York
$1.44M +$10.3K +1,037 +0.7%
LCM
3
Laurion Capital Management
New York
$994K +$1.04M +104,486 New
PM
4
Penbrook Management
New York
$950K +$993K +100,000 New
GC
5
Guggenheim Capital
Illinois
$840K -$760K -76,562 -46%
Wells Fargo
6
Wells Fargo
California
$639K +$206K +20,751 +45%
MIG
7
Mariner Investment Group
New York
$618K +$645K +65,000 New
Invesco
8
Invesco
Georgia
$525K -$453K -45,660 -45%
CRC
9
Curi RMB Capital
Illinois
$369K +$385K +38,827 New
RJA
10
Raymond James & Associates
Florida
$260K +$9.93K +1,000 +4%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$220K +$12K +1,211 +6%
Bank of America
12
Bank of America
North Carolina
$192K +$32.8K +3,300 +19%
WAM
13
Wolverine Asset Management
Illinois
$186K +$195K +19,609 New
CHAM
14
Clear Harbor Asset Management
Connecticut
$136K
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$128K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$102K -$14.9K -1,500 -12%
Citigroup
17
Citigroup
New York
$95K +$32.8K +3,299 +49%
FMA
18
FNY Managed Accounts
New York
$28K +$29.8K +3,000 New
APA
19
American Portfolios Advisors
New York
$14K +$14.7K +1,477 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$13K
FANJ
21
Financial Architects (New Jersey)
New Jersey
$12K +$12.9K +1,300 New
SWM
22
SeaCrest Wealth Management
New York
$10K +$9.93K +1,000 New
MRCM
23
M&R Capital Management
New Jersey
$8K
First Manhattan
24
First Manhattan
New York
$1K
RJFSA
25
Raymond James Financial Services Advisors
Florida
-$108K -10,583 Closed

NNY Hedge Fund Activity: Q4 2017 in Review

24 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Municipal Value Fund (NNY) for Q4 2017, worth a combined $9.3M — up 23% from $7.59M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NNY positions and 3 closed out — a net gain of 6 holders — while 7 added to existing stakes and 3 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $1.04M. The largest seller was Guggenheim Capital, cutting an estimated $760K.

  • 24 institutional investors held Nuveen New York Municipal Value Fund (NNY) as of Q4 2017, up from 18 in Q3 2017.
  • Funds reported $9.3M of Nuveen New York Municipal Value Fund stock for Q4 2017, up 23% quarter-over-quarter.
  • 9 funds opened new Nuveen New York Municipal Value Fund positions in Q4 2017 and 3 closed out, a net change of +6 holders.
  • The largest Nuveen New York Municipal Value Fund buyer in Q4 2017 was Laurion Capital Management, an estimated $1.04M added.
  • The largest Nuveen New York Municipal Value Fund seller in Q4 2017 was Guggenheim Capital, an estimated $760K sold.

Based on aggregated 13F filings for Q4 2017.