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Nuveen New York Municipal Value Fund
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Overview Fund Activity

25 hedge funds and large institutions have $8.22M invested in Nuveen New York Municipal Value Fund in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.04M
2
Wells Fargo
Wells Fargo
California
$475K
3
CHAM
Clear Harbor Asset Management
Connecticut
$45.6K
4
Bank of America
Bank of America
North Carolina
$317K
5
SMFS
Squar Milner Financial Services
California
$20K

Top Sellers

1
Invesco
Invesco
Georgia
$0
2
BAM
Bruderman Asset Management
New York
$0
3
TIM
Tortoise Investment Management
New York
$257K
4
UBS Group
UBS Group
Switzerland
$2.08M
5
PFO
Pathstone Family Office
New Jersey
$350K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$2.08M -$58K -5,537 -3%
Morgan Stanley
2
Morgan Stanley
New York
$2.04M +$96.6K +9,216 +5%
PM
3
Penbrook Management
New York
$1.15M – – –
Wells Fargo
4
Wells Fargo
California
$475K +$55.2K +5,272 +13%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$400K +$2.53K +241 +0.6%
PFO
6
Pathstone Family Office
New Jersey
$350K -$50.6K -483 -13%
Bank of America
7
Bank of America
North Carolina
$317K +$31.4K +2,998 +11%
TIM
8
Tortoise Investment Management
New York
$257K -$113K -10,786 -31%
APWM
9
Atlas Private Wealth Management
New York
$175K +$175K +16,739 New
Stifel Financial
10
Stifel Financial
Missouri
$168K – – –
AIM
11
Axiom Investment Management
New York
$137K +$1.57K +150 +1%
Citigroup
12
Citigroup
New York
$122K – – –
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$115K – – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$107K – – –
SPIA
15
Steward Partners Investment Advisory
New York
$60K – – –
HIA
16
Harbor Investment Advisory
Maryland
$52K +$52K +5,000 New
BCM
17
Bourgeon Capital Management
Connecticut
$49K – – –
CHAM
18
Clear Harbor Asset Management
Connecticut
$45.6K +$45.6K +4,350 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$36K +$13.5K +1,259 +60%
FHA
20
Flagship Harbor Advisors
Massachusetts
$26K – – –
SMFS
21
Squar Milner Financial Services
California
$20K +$20K +2,000 New
APA
22
American Portfolios Advisors
New York
$15.5K – – –
MRCM
23
M&R Capital Management
New Jersey
$9K – – –
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$5K – – –
First Manhattan
25
First Manhattan
New York
$2K – – –
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