Nuveen New York Municipal Value Fund
NNY
36 hedge funds and large institutions have $19.1M invested in Nuveen New York Municipal Value Fund in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 7 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 6
0.92% less ownership
Funds ownership: 11% → 10.08% (-0.92%)
8% less funds holding
Funds holding: 39 → 36 (-3)
9% less capital invested
Capital invested by funds: $20.9M → $19.1M (-$1.83M)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WANY
Wealthspire Advisors (New York)
New York
|
+$314K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$209K |
| 3 |
Morgan Stanley
New York
|
+$204K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$177K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$156K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$1.14M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$586K |
| 3 |
ACA
Ackerman Capital Advisors
Dallas,
Texas
|
-$361K |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$313K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$188K |
NNY Hedge Fund Activity: Q3 2021 in Review
36 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Municipal Value Fund (NNY) for Q3 2021, worth a combined $19.1M — down 8.7% from $20.9M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of NNY and 4 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 12 added.
The largest buyer was Wealthspire Advisors (New York), opening a new position worth an estimated $314K. The largest seller was Karpus Investment Management, cutting an estimated $1.14M.
- 36 institutional investors held Nuveen New York Municipal Value Fund (NNY) as of Q3 2021, down from 39 in Q2 2021.
- Funds reported $19.1M of Nuveen New York Municipal Value Fund stock for Q3 2021, down 8.7% quarter-over-quarter.
- 4 funds opened new Nuveen New York Municipal Value Fund positions in Q3 2021 and 7 closed out, a net change of -3 holders.
- The largest Nuveen New York Municipal Value Fund buyer in Q3 2021 was Wealthspire Advisors (New York), an estimated $314K added.
- The largest Nuveen New York Municipal Value Fund seller in Q3 2021 was Karpus Investment Management, an estimated $1.14M sold.
Based on aggregated 13F filings for Q3 2021.