Nuveen New York Municipal Value Fund
NNY
40 hedge funds and large institutions have $37.9M invested in Nuveen New York Municipal Value Fund in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
14% more funds holding
Funds holding: 35 → 40 (+5)
2.06% more ownership
Funds ownership: 22.89% → 24.95% (+2.1%)
2% more capital invested
Capital invested by funds: $37M → $37.9M (+$888K)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Tortoise Investment Management
White Plains,
New York
|
+$992K |
| 2 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$795K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$569K |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$354K |
| 5 |
HF
HRT Financial
New York
|
+$220K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$569K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$406K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$220K |
| 4 |
Morgan Stanley
New York
|
-$178K |
| 5 |
EAM
Everstar Asset Management
Mooresville,
North Carolina
|
-$103K |
NNY Hedge Fund Activity: Q4 2024 in Review
40 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Municipal Value Fund (NNY) for Q4 2024, worth a combined $37.9M — up 2.4% from $37M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new NNY positions and 3 closed out — a net gain of 6 holders — while 10 added to existing stakes and 10 trimmed.
The largest buyer was Tortoise Investment Management, adding an estimated $992K. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $569K.
- 40 institutional investors held Nuveen New York Municipal Value Fund (NNY) as of Q4 2024, up from 35 in Q3 2024.
- Funds reported $37.9M of Nuveen New York Municipal Value Fund stock for Q4 2024, up 2.4% quarter-over-quarter.
- 9 funds opened new Nuveen New York Municipal Value Fund positions in Q4 2024 and 3 closed out, a net change of +6 holders.
- The largest Nuveen New York Municipal Value Fund buyer in Q4 2024 was Tortoise Investment Management, an estimated $992K added.
- The largest Nuveen New York Municipal Value Fund seller in Q4 2024 was Hennion & Walsh Asset Management, an estimated $569K sold.
Based on aggregated 13F filings for Q4 2024.