Nuveen New York Municipal Value Fund
NNY
20 hedge funds and large institutions have $7.76M invested in Nuveen New York Municipal Value Fund in 2018 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 3 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
0.4% less ownership
Funds ownership: 5.95% → 5.55% (-0.4%)
7% less capital invested
Capital invested by funds: $8.3M → $7.76M (-$544K)
9% less funds holding
Funds holding: 22 → 20 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Tortoise Investment Management
White Plains,
New York
|
+$1.02M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$139K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$26K |
| 4 |
SMFS
Squar Milner Financial Services
Irvine,
California
|
+$18.4K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$766K |
| 2 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$549K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$272K |
| 4 |
Morgan Stanley
New York
|
-$152K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$8.63K |
NNY Hedge Fund Activity: Q2 2018 in Review
20 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Municipal Value Fund (NNY) for Q2 2018, worth a combined $7.76M — down 6.6% from $8.3M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of NNY and 1 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 5 added.
The largest buyer was Tortoise Investment Management, adding an estimated $1.02M. The largest seller was Guggenheim Capital, exiting entirely with an estimated $766K sold.
- 20 institutional investors held Nuveen New York Municipal Value Fund (NNY) as of Q2 2018, down from 22 in Q1 2018.
- Funds reported $7.76M of Nuveen New York Municipal Value Fund stock for Q2 2018, down 6.6% quarter-over-quarter.
- 1 fund opened new Nuveen New York Municipal Value Fund positions in Q2 2018 and 3 closed out, a net change of -2 holders.
- The largest Nuveen New York Municipal Value Fund buyer in Q2 2018 was Tortoise Investment Management, an estimated $1.02M added.
- The largest Nuveen New York Municipal Value Fund seller in Q2 2018 was Guggenheim Capital, an estimated $766K sold.
Based on aggregated 13F filings for Q2 2018.