Nuveen New York Municipal Value Fund
NNY
23 hedge funds and large institutions have $7.78M invested in Nuveen New York Municipal Value Fund in 2019 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
5% more funds holding
Funds holding: 22 → 23 (+1)
0.19% less ownership
Funds ownership: 5.21% → 5.02% (-0.19%)
2% less capital invested
Capital invested by funds: $7.9M → $7.78M (-$126K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PM
Penbrook Management
New York
|
+$102K |
| 2 |
Morgan Stanley
New York
|
+$65.3K |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
+$58.7K |
| 4 |
BCM
Bourgeon Capital Management
Darien,
Connecticut
|
+$48.2K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$27.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$351K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$128K |
| 3 |
Citigroup
New York
|
-$91.9K |
| 4 |
SMFS
Squar Milner Financial Services
Irvine,
California
|
-$20K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$16.3K |
NNY Hedge Fund Activity: Q3 2019 in Review
23 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Municipal Value Fund (NNY) for Q3 2019, worth a combined $7.78M — down 1.6% from $7.9M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new NNY positions and 1 closed out — a net gain of 1 holder — while 7 added to existing stakes and 6 trimmed.
The largest buyer was Penbrook Management, adding an estimated $102K. The largest seller was Tortoise Investment Management, cutting an estimated $351K.
- 23 institutional investors held Nuveen New York Municipal Value Fund (NNY) as of Q3 2019, up from 22 in Q2 2019.
- Funds reported $7.78M of Nuveen New York Municipal Value Fund stock for Q3 2019, down 1.6% quarter-over-quarter.
- 2 funds opened new Nuveen New York Municipal Value Fund positions in Q3 2019 and 1 closed out, a net change of +1 holder.
- The largest Nuveen New York Municipal Value Fund buyer in Q3 2019 was Penbrook Management, an estimated $102K added.
- The largest Nuveen New York Municipal Value Fund seller in Q3 2019 was Tortoise Investment Management, an estimated $351K sold.
Based on aggregated 13F filings for Q3 2019.