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Nuveen New York Municipal Value Fund

36 hedge funds and large institutions have $38.5M invested in Nuveen New York Municipal Value Fund in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
Holders Change %
0%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
11
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$6.61M +$720K +87,003 +12%
TIM
2
Tortoise Investment Management
New York
$6.44M +$1.7M +204,821 +36%
Morgan Stanley
3
Morgan Stanley
New York
$6.03M +$3.1M +374,101 +105%
UBS Group
4
UBS Group
Switzerland
$4.22M +$440K +53,145 +12%
GC
5
Guggenheim Capital
Illinois
$3.1M -$330K -39,892 -10%
RCM
6
Rivernorth Capital Management
Florida
$2.2M
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$2.1M +$120K +14,444 +6%
PM
8
Penbrook Management
New York
$1.77M
BCG
9
Breakwater Capital Group
New Jersey
$766K +$370K +44,637 +93%
WAM
10
Wolverine Asset Management
Illinois
$523K +$523K +63,169 New
Wells Fargo
11
Wells Fargo
California
$448K -$30.8K -3,725 -6%
LCM
12
Landscape Capital Management
New Jersey
$433K +$433K +52,273 New
LPL Financial
13
LPL Financial
California
$421K -$14.9K -1,801 -3%
RJA
14
Raymond James & Associates
Florida
$387K +$12.8K +1,550 +3%
Stifel Financial
15
Stifel Financial
Missouri
$279K -$115K -13,948 -29%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$263K -$269K -32,538 -51%
MWM
17
Melfa Wealth Management
Massachusetts
$248K -$12.4K -1,500 -5%
HA
18
Herold Advisors
New York
$236K +$21.8K +2,628 +10%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$235K +$72.8K +8,794 +45%
RIA
20
Realta Investment Advisors
Delaware
$233K
WANY
21
Wealthspire Advisors (New York)
New York
$211K
Bank of America
22
Bank of America
North Carolina
$191K +$778 +94 +0.4%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$175K +$2.29K +277 +1%
SPIA
24
Steward Partners Investment Advisory
New York
$174K -$10.8K -1,300 -6%
JIC
25
Johnson Investment Counsel
Ohio
$129K -$35.2K -4,250 -21%