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Nuveen New York Municipal Value Fund

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.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+5
Holders Change %
+14.29%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
10
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TIM
1
Tortoise Investment Management
New York
$8.17M +$955K +118,684 +13%
1CP
2
1607 Capital Partners
Virginia
$5.68M +$341K +42,351 +6%
UBS Group
3
UBS Group
Switzerland
$4.58M -$391K -48,609 -8%
GC
4
Guggenheim Capital
Illinois
$2.72M +$161K +19,974 +6%
Morgan Stanley
5
Morgan Stanley
New York
$2.22M -$171K -21,303 -7%
RCM
6
Rivernorth Capital Management
Florida
$2.12M
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$1.73M -$548K -68,129 -24%
PM
8
Penbrook Management
New York
$1.72M
WAM
9
Wolverine Asset Management
Illinois
$1.35M +$548K +68,101 +68%
LBC
10
Leigh Baldwin & Co
New York
$848K +$848K +105,440 New
LSC
11
Logan Stone Capital
Illinois
$765K +$765K +95,116 New
BCG
12
Breakwater Capital Group
New Jersey
$617K -$21.3K -2,647 -3%
MSWA
13
Marshall & Sterling Wealth Advisors
New York
$591K +$591K +73,535 New
Wells Fargo
14
Wells Fargo
California
$521K +$14.3K +1,783 +3%
LPL Financial
15
LPL Financial
California
$399K -$34.5K -4,290 -8%
Raymond James Financial
16
Raymond James Financial
Florida
$373K +$373K +46,417 New
Stifel Financial
17
Stifel Financial
Missouri
$311K +$11.6K +1,440 +4%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$261K -$83.7K -10,428 -24%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$255K +$24.2K +3,000 +10%
Osaic Holdings
20
Osaic Holdings
Arizona
$250K +$46K +5,726 +23%
MWM
21
Melfa Wealth Management
Massachusetts
$241K
HA
22
Herold Advisors
New York
$236K -$19K -2,365 -7%
HF
23
HRT Financial
New York
$211K +$211K +26,357 New
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$207K -$7.63K -949 -4%
Nomura Holdings
25
Nomura Holdings
Japan
$196K +$196K +24,409 New