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Nuveen New York Municipal Value Fund
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Overview Fund Activity

38 hedge funds and large institutions have $24.6M invested in Nuveen New York Municipal Value Fund in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 9 closing their positions.

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
16
Reduced
5
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$4.48M
2
GC
2
Guggenheim Capital
Illinois
$2.51M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$838K
4
WP
4
Woodline Partners
California
$414K
5
UBS Group
5
UBS Group
Switzerland
$2.8M

Top Sellers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$0
2
IA
2
IFP Advisors
Florida
$263K
3
TAM
3
Tocqueville Asset Management
New York
$408K
4
MIG
4
Mariner Investment Group
New York
$379K
5
SG
5
StoneX Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$4.48M 542,027 +242,751 +81%
TIM
2
Tortoise Investment Management
New York
$3.13M 378,993 +14,883 +4%
UBS Group
3
UBS Group
Switzerland
$2.8M 338,895 +42,460 +14%
Morgan Stanley
4
Morgan Stanley
New York
$2.7M 327,304 -8,870 -3%
GC
5
Guggenheim Capital
Illinois
$2.51M 303,450 +75,928 +33%
PM
6
Penbrook Management
New York
$1.77M 213,727 – –
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$838K 101,427 +64,192 +172%
Wells Fargo
8
Wells Fargo
California
$523K 63,294 +12,191 +24%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$508K 61,522 +6,716 +12%
WP
10
Woodline Partners
California
$414K 50,086 +50,086 New
TAM
11
Tocqueville Asset Management
New York
$408K 49,386 -14,862 -23%
Stifel Financial
12
Stifel Financial
Missouri
$389K 47,113 +8,251 +21%
MIG
13
Mariner Investment Group
New York
$379K 45,858 -14,803 -24%
LPL Financial
14
LPL Financial
California
$314K 38,015 +332 +0.9%
RJA
15
Raymond James & Associates
Florida
$309K 37,355 +2,600 +7%
IA
16
IFP Advisors
Florida
$263K 28,120 -14,140 -33%
MWM
17
Melfa Wealth Management
Massachusetts
$259K 31,408 +31,408 New
WANY
18
Wealthspire Advisors (New York)
New York
$256K 31,000 – –
RIA
19
Realta Investment Advisors
Delaware
$232K 28,127 – –
Citadel Advisors
20
Citadel Advisors
Florida
$231K 27,939 +27,939 New
HA
21
Herold Advisors
New York
$204K 24,754 +1,310 +6%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$188K 22,808 +775 +4%
SPIA
23
Steward Partners Investment Advisory
New York
$186K 22,500 +2,000 +10%
IAIM
24
International Assets Investment Management
Florida
$168K 20,356 +20,356 New
Bank of America
25
Bank of America
North Carolina
$164K 19,849 -1,509 -7%
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