NNY icon

Nuveen New York Municipal Value Fund
NNY

Overview Fund Activity

34 hedge funds and large institutions have $30.5M invested in Nuveen New York Municipal Value Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
34
Holders Change
+2
Holders Change %
+6.25%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
11
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$3.57M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$1.61M
3
JIC
3
Johnson Investment Counsel
Ohio
$167K
4
LPL Financial
4
LPL Financial
California
$442K
5
EAM
5
Evanson Asset Management
California
$97.2K

Top Sellers

1
WP
1
Woodline Partners
California
$0
2
TIM
2
Tortoise Investment Management
New York
$4.65M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$44.8K
4
RCM
4
Rivernorth Capital Management
Florida
$2.25M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$5.98M – – –
TIM
2
Tortoise Investment Management
New York
$4.65M -$89.9K -10,636 -2%
UBS Group
3
UBS Group
Switzerland
$3.57M +$320K +37,841 +10%
GC
4
Guggenheim Capital
Illinois
$3.2M +$80.2K +9,486 +3%
Morgan Stanley
5
Morgan Stanley
New York
$2.76M -$17.2K -2,039 -0.6%
RCM
6
Rivernorth Capital Management
Florida
$2.25M -$62.3K -7,372 -3%
PM
7
Penbrook Management
New York
$1.81M – – –
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$1.61M +$184K +21,830 +13%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$542K +$20.6K +2,431 +4%
Wells Fargo
10
Wells Fargo
California
$488K +$8 +1 +0%
LPL Financial
11
LPL Financial
California
$442K +$101K +11,960 +30%
Stifel Financial
12
Stifel Financial
Missouri
$387K +$938 +111 +0.2%
RJA
13
Raymond James & Associates
Florida
$333K -$26.2K -3,102 -7%
MWM
14
Melfa Wealth Management
Massachusetts
$265K – – –
RIA
15
Realta Investment Advisors
Delaware
$238K – – –
HA
16
Herold Advisors
New York
$218K +$8.33K +986 +4%
WANY
17
Wealthspire Advisors (New York)
New York
$215K – – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$195K +$51.9K +6,150 +36%
Bank of America
19
Bank of America
North Carolina
$193K +$532 +63 +0.3%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$177K – – –
SPIA
21
Steward Partners Investment Advisory
New York
$173K – – –
JIC
22
Johnson Investment Counsel
Ohio
$167K +$167K +19,779 New
OWA
23
Opal Wealth Advisors
New York
$123K +$37.5K +4,441 +44%
CL
24
CIM LLC
New York
$119K – – –
EAM
25
Evanson Asset Management
California
$97.2K +$97.2K +11,500 New
1
2