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Nuveen New York Municipal Value Fund
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Overview Fund Activity

26 hedge funds and large institutions have $10.2M invested in Nuveen New York Municipal Value Fund in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+5
Holders Change %
+23.81%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
8
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
Wolverine Asset Management
Illinois
$345K
2
Morgan Stanley
Morgan Stanley
New York
$2.6M
3
OC
Oppenheimer & Co
New York
$159K
4
1CP
1607 Capital Partners
Virginia
$158K
5
AIM
Axiom Investment Management
New York
$133K

Top Sellers

1
PFO
Pathstone Family Office
New Jersey
$0
2
MRCM
M&R Capital Management
New Jersey
$0
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$0
4
Wells Fargo
Wells Fargo
California
$256K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.6M +$159K +16,314 +7%
UBS Group
2
UBS Group
Switzerland
$2.56M +$106K +10,851 +4%
PM
3
Penbrook Management
New York
$1.53M – – –
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$443K +$2.56K +262 +0.6%
WAM
5
Wolverine Asset Management
Illinois
$345K +$345K +35,383 New
Wells Fargo
6
Wells Fargo
California
$256K -$2.39K -245 -0.9%
Bank of America
7
Bank of America
North Carolina
$222K – – –
SPIA
8
Steward Partners Investment Advisory
New York
$193K – – –
APWM
9
Atlas Private Wealth Management
New York
$163K – – –
OC
10
Oppenheimer & Co
New York
$159K +$159K +16,300 New
1CP
11
1607 Capital Partners
Virginia
$158K +$158K +16,181 New
Stifel Financial
12
Stifel Financial
Missouri
$156K – – –
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$139K +$9.81K +1,000 +8%
CL
14
CIM LLC
New York
$138K – – –
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$133K +$127 +13 +0.1%
AIM
16
Axiom Investment Management
New York
$133K +$133K +13,612 New
ACA
17
Ackerman Capital Advisors
Texas
$129K +$129K +13,166 New
LCM
18
Landscape Capital Management
New Jersey
$123K +$123K +12,598 New
RJA
19
Raymond James & Associates
Florida
$119K – – –
Citigroup
20
Citigroup
New York
$114K +$20 +2 +0%
Truist Financial
21
Truist Financial
North Carolina
$113K +$6.68K +683 +6%
RIA
22
Realta Investment Advisors
Delaware
$103K +$103K +10,545 New
TIM
23
Tortoise Investment Management
New York
$95K +$95K +9,750 New
Osaic Holdings
24
Osaic Holdings
Arizona
$37K +$108 +11 +0.3%
APA
25
American Portfolios Advisors
New York
$14.4K – – –
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