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Nuveen New York Municipal Value Fund

41 hedge funds and large institutions have $20.1M invested in Nuveen New York Municipal Value Fund in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
15
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TIM
1
Tortoise Investment Management
New York
$3.24M +$476K +52,718 +17%
Morgan Stanley
2
Morgan Stanley
New York
$2.88M +$105K +11,675 +4%
UBS Group
3
UBS Group
Switzerland
$2.72M +$270K +29,884 +11%
PM
4
Penbrook Management
New York
$1.93M
GC
5
Guggenheim Capital
Illinois
$1.44M +$245K +27,202 +21%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$1.32M +$855K +94,713 +185%
1CP
7
1607 Capital Partners
Virginia
$895K +$638K +70,726 +248%
TAM
8
Tocqueville Asset Management
New York
$583K +$583K +64,650 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$439K -$65.7K -7,284 -13%
Stifel Financial
10
Stifel Financial
Missouri
$432K +$88.5K +9,812 +26%
RCM
11
Rivernorth Capital Management
Florida
$342K -$166K -18,467 -33%
LPL Financial
12
LPL Financial
California
$336K -$18.2K -2,015 -5%
RJA
13
Raymond James & Associates
Florida
$309K +$27.1K +3,000 +10%
LWA
14
Lenox Wealth Advisors
New York
$283K
Wells Fargo
15
Wells Fargo
California
$280K -$266K -29,551 -49%
RIA
16
Realta Investment Advisors
Delaware
$254K
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$212K +$17.1K +1,898 +9%
HA
18
Herold Advisors
New York
$210K +$379 +42 +0.2%
Bank of America
19
Bank of America
North Carolina
$197K +$81 +9 +0%
KAS
20
Kestra Advisory Services
Texas
$189K +$18.9K +2,097 +11%
SPIA
21
Steward Partners Investment Advisory
New York
$178K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$170K -$187K -20,728 -52%
APWM
23
Atlas Private Wealth Management
New York
$151K
OC
24
Oppenheimer & Co
New York
$145K
CL
25
CIM LLC
New York
$127K