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Nuveen New York Municipal Value Fund

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

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

5% more funds holding

Funds holding: 4042 (+2)

1% more capital invested

Capital invested by funds: $37.9M → $38.2M (+$304K)

0.46% less ownership

Funds ownership: 24.95%24.49% (-0.46%)

36% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 14

Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
0.56%
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
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1
Tortoise Investment Management
New York
$8.45M +$55.6K +6,759 +0.7%
1CP
2
1607 Capital Partners
Virginia
$6.03M +$201K +24,487 +3%
UBS Group
3
UBS Group
Switzerland
$4.6M -$99.7K -12,126 -2%
GC
4
Guggenheim Capital
Illinois
$2.77M -$22.8K -2,769 -0.8%
Morgan Stanley
5
Morgan Stanley
New York
$2.24M -$39.3K -4,777 -2%
RCM
6
Rivernorth Capital Management
Florida
$2.08M -$101K -12,332 -5%
PM
7
Penbrook Management
New York
$1.77M
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$1.54M -$233K -28,329 -13%
WAM
9
Wolverine Asset Management
Illinois
$986K -$398K -48,383 -29%
LBC
10
Leigh Baldwin & Co
New York
$889K +$17.7K +2,152 +2%
Osaic Holdings
11
Osaic Holdings
Arizona
$871K +$611K +74,358 +239%
MSWA
12
Marshall & Sterling Wealth Advisors
New York
$628K +$20.5K +2,494 +3%
LPL Financial
13
LPL Financial
California
$589K +$179K +21,746 +44%
BCG
14
Breakwater Capital Group
New Jersey
$589K -$44.5K -5,409 -7%
Wells Fargo
15
Wells Fargo
California
$528K -$6.67K -811 -1%
Stifel Financial
16
Stifel Financial
Missouri
$393K +$72.7K +8,843 +23%
Raymond James Financial
17
Raymond James Financial
Florida
$383K
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$268K -$1.02K -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 -$20K -2,431 -8%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$208K -$5.16K -628 -2%
SPIA
23
Steward Partners Investment Advisory
New York
$190K +$16.2K +1,970 +9%
KAS
24
Kestra Advisory Services
Texas
$149K +$148K +18,000 New
Bank of America
25
Bank of America
North Carolina
$148K -$19.8K -2,411 -12%

NNY Hedge Fund Activity: Q1 2025 in Review

42 of the 7,463 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Municipal Value Fund (NNY) for Q1 2025, worth a combined $38.2M — up 0.8% from $37.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NNY positions and 3 closed out — a net gain of 2 holders — while 9 added to existing stakes and 14 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $611K. The largest seller was Logan Stone Capital, exiting entirely with an estimated $765K sold.

  • 42 institutional investors held Nuveen New York Municipal Value Fund (NNY) as of Q1 2025, up from 40 in Q4 2024.
  • Funds reported $38.2M of Nuveen New York Municipal Value Fund stock for Q1 2025, up 0.8% quarter-over-quarter.
  • 5 funds opened new Nuveen New York Municipal Value Fund positions in Q1 2025 and 3 closed out, a net change of +2 holders.
  • The largest Nuveen New York Municipal Value Fund buyer in Q1 2025 was Osaic Holdings, an estimated $611K added.
  • The largest Nuveen New York Municipal Value Fund seller in Q1 2025 was Logan Stone Capital, an estimated $765K sold.

Based on aggregated 13F filings for Q1 2025.