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Nuveen New York Municipal Value Fund

36 hedge funds and large institutions have $36.7M invested in Nuveen New York Municipal Value Fund in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
15
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TIM
1
Tortoise Investment Management
New York
$7.54M +$497K +59,926 +7%
1CP
2
1607 Capital Partners
Virginia
$5.53M
UBS Group
3
UBS Group
Switzerland
$4.93M -$87.5K -10,554 -2%
GC
4
Guggenheim Capital
Illinois
$3.19M +$99.7K +12,025 +3%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$2.53M +$69.8K +8,425 +3%
Morgan Stanley
6
Morgan Stanley
New York
$2.41M -$306K -36,905 -11%
RCM
7
Rivernorth Capital Management
Florida
$2.2M
PM
8
Penbrook Management
New York
$1.77M
WAM
9
Wolverine Asset Management
Illinois
$952K +$351K +42,363 +58%
BCG
10
Breakwater Capital Group
New Jersey
$645K -$342K -41,227 -35%
Wells Fargo
11
Wells Fargo
California
$518K +$16.2K +1,950 +3%
RJA
12
Raymond James & Associates
Florida
$473K +$47.5K +5,724 +11%
LPL Financial
13
LPL Financial
California
$444K +$30K +3,615 +7%
LCM
14
Landscape Capital Management
New Jersey
$337K -$199 -24 -0.1%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$328K +$75.9K +9,169 +30%
Stifel Financial
16
Stifel Financial
Missouri
$296K +$21.6K +2,606 +8%
Bank of America
17
Bank of America
North Carolina
$292K +$89.8K +10,832 +44%
HA
18
Herold Advisors
New York
$263K +$25.7K +3,095 +11%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$248K +$16.6K +2,000 +7%
MWM
20
Melfa Wealth Management
Massachusetts
$248K
RIA
21
Realta Investment Advisors
Delaware
$233K
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$221K +$35.9K +4,335 +19%
SPIA
23
Steward Partners Investment Advisory
New York
$192K +$12.9K +1,550 +7%
Nomura Holdings
24
Nomura Holdings
Japan
$141K
CL
25
CIM LLC
New York
$120K