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Nuveen New York Municipal Value Fund
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Overview Fund Activity

42 hedge funds and large institutions have $38.2M invested in Nuveen New York Municipal Value Fund in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$614K
2
1CP
1607 Capital Partners
Virginia
+$202K
3
LPL Financial
LPL Financial
California
+$180K
4
KAS
Kestra Advisory Services
Texas
+$149K
5
XT
XTX Topco
Cayman Islands
+$86.7K

Top Sellers

1
LSC
Logan Stone Capital
Illinois
-$765K
2
WAM
Wolverine Asset Management
Illinois
-$400K
3
HWAM
Hennion & Walsh Asset Management
New Jersey
-$234K
4
HF
HRT Financial
New York
-$211K
5
Nomura Holdings
Nomura Holdings
Japan
-$196K
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
1
Tortoise Investment Management
New York
$8.45M +$55.8K +6,759 +0.7%
1CP
2
1607 Capital Partners
Virginia
$6.03M +$202K +24,487 +3%
UBS Group
3
UBS Group
Switzerland
$4.6M -$100K -12,126 -2%
GC
4
Guggenheim Capital
Illinois
$2.77M -$22.9K -2,769 -0.8%
Morgan Stanley
5
Morgan Stanley
New York
$2.24M -$39.5K -4,777 -2%
RCM
6
Rivernorth Capital Management
Florida
$2.08M -$102K -12,332 -5%
PM
7
Penbrook Management
New York
$1.77M – – –
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$1.54M -$234K -28,329 -13%
WAM
9
Wolverine Asset Management
Illinois
$986K -$400K -48,383 -29%
LBC
10
Leigh Baldwin & Co
New York
$889K +$17.8K +2,152 +2%
Osaic Holdings
11
Osaic Holdings
Arizona
$871K +$614K +74,358 +239%
MSWA
12
Marshall & Sterling Wealth Advisors
New York
$628K +$20.6K +2,494 +3%
LPL Financial
13
LPL Financial
California
$589K +$180K +21,746 +44%
BCG
14
Breakwater Capital Group
New Jersey
$589K -$44.7K -5,409 -7%
Wells Fargo
15
Wells Fargo
California
$528K -$6.7K -811 -1%
Stifel Financial
16
Stifel Financial
Missouri
$393K +$73K +8,843 +23%
Raymond James Financial
17
Raymond James Financial
Florida
$383K – – –
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$268K -$1.03K -124 -0.4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$261K – – –
MWM
20
Melfa Wealth Management
Massachusetts
$247K – – –
HA
21
Herold Advisors
New York
$223K -$20.1K -2,431 -8%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$208K -$5.2K -628 -2%
SPIA
23
Steward Partners Investment Advisory
New York
$190K +$16.3K +1,970 +9%
KAS
24
Kestra Advisory Services
Texas
$149K +$149K +18,000 New
Bank of America
25
Bank of America
North Carolina
$148K -$19.9K -2,411 -12%
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