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Nuveen New York Municipal Value Fund

35 hedge funds and large institutions have $37M invested in Nuveen New York Municipal Value Fund in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
11
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TIM
1
Tortoise Investment Management
New York
$7.72M -$107K -12,472 -1%
1CP
2
1607 Capital Partners
Virginia
$5.71M -$31.9K -3,700 -0.6%
UBS Group
3
UBS Group
Switzerland
$5.32M +$196K +22,721 +4%
GC
4
Guggenheim Capital
Illinois
$2.74M -$575K -66,808 -17%
Morgan Stanley
5
Morgan Stanley
New York
$2.56M +$61.4K +7,126 +2%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$2.44M -$186K -21,656 -7%
RCM
7
Rivernorth Capital Management
Florida
$2.27M -$7.75K -900 -0.3%
PM
8
Penbrook Management
New York
$1.84M
WAM
9
Wolverine Asset Management
Illinois
$858K -$131K -15,221 -13%
BCG
10
Breakwater Capital Group
New Jersey
$683K +$13.1K +1,526 +2%
Wells Fargo
11
Wells Fargo
California
$542K +$4.3K +499 +0.8%
RJA
12
Raymond James & Associates
Florida
$465K -$25.8K -3,000 -5%
LPL Financial
13
LPL Financial
California
$464K +$2.48K +288 +0.5%
Bank of America
14
Bank of America
North Carolina
$402K +$98.5K +11,436 +32%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$370K +$28.8K +3,342 +8%
Stifel Financial
16
Stifel Financial
Missouri
$321K +$13.4K +1,559 +4%
HA
17
Herold Advisors
New York
$273K +$818 +95 +0.3%
MWM
18
Melfa Wealth Management
Massachusetts
$258K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$247K -$11.2K -1,300 -4%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$230K
Osaic Holdings
21
Osaic Holdings
Arizona
$219K +$106K +12,350 +94%
SPIA
22
Steward Partners Investment Advisory
New York
$199K
LCM
23
Landscape Capital Management
New Jersey
$142K -$208K -24,160 -59%
CL
24
CIM LLC
New York
$121K
TC
25
TownSquare Capital
Utah
$108K