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Nuveen New York Municipal Value Fund

26 hedge funds and large institutions have $7.31M invested in Nuveen New York Municipal Value Fund in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.95M +$110K +11,657 +6%
UBS Group
2
UBS Group
Switzerland
$1.76M -$120K -12,723 -6%
PM
3
Penbrook Management
New York
$1.04M
Wells Fargo
4
Wells Fargo
California
$424K -$5.46K -577 -1%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$382K +$21K +2,224 +6%
Bank of America
6
Bank of America
North Carolina
$272K -$14.2K -1,500 -5%
SPIA
7
Steward Partners Investment Advisory
New York
$243K +$189K +20,000 +348%
APWM
8
Atlas Private Wealth Management
New York
$158K
Stifel Financial
9
Stifel Financial
Missouri
$152K
AIM
10
Axiom Investment Management
New York
$125K +$655 +69 +0.5%
Citigroup
11
Citigroup
New York
$115K +$4.74K +500 +4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$106K +$9.2K +969 +10%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$104K
Truist Financial
14
Truist Financial
North Carolina
$95K +$95K +10,023 New
FIA
15
FNY Investment Advisers
New York
$94K +$94K +10,000 New
TIM
16
Tortoise Investment Management
New York
$91K -$141K -14,883 -61%
BCM
17
Bourgeon Capital Management
Connecticut
$45K
PFO
18
Pathstone Family Office
New Jersey
$32K
Osaic Holdings
19
Osaic Holdings
Arizona
$32K +$32K +3,367 New
FHA
20
Flagship Harbor Advisors
Massachusetts
$23K
AAM
21
Advisors Asset Management
Colorado
$21K +$21K +2,200 New
SMFS
22
Squar Milner Financial Services
California
$18K
APA
23
American Portfolios Advisors
New York
$14K
MRCM
24
M&R Capital Management
New Jersey
$8K
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$5K