Nuveen New York Municipal Value Fund
NNY
41 hedge funds and large institutions have $35M invested in Nuveen New York Municipal Value Fund in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 6 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 10
1.64% less ownership
Funds ownership: 24.49% → 22.85% (-1.6%)
2% less funds holding
Funds holding: 42 → 41 (-1)
8% less capital invested
Capital invested by funds: $38.2M → $35M (-$3.21M)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$263K |
| 2 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$175K |
| 3 |
Morgan Stanley
New York
|
+$105K |
| 4 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
+$58.8K |
| 5 |
LBC
Leigh Baldwin & Co
Cazenovia,
New York
|
+$39.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$1.22M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$986K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$243K |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$166K |
| 5 |
MSWA
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
-$163K |
NNY Hedge Fund Activity: Q2 2025 in Review
41 of the 7,616 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Municipal Value Fund (NNY) for Q2 2025, worth a combined $35M — down 8.4% from $38.2M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of NNY and 5 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 14 added.
The largest buyer was Guggenheim Capital, adding an estimated $263K. The largest seller was Tortoise Investment Management, cutting an estimated $1.22M.
- 41 institutional investors held Nuveen New York Municipal Value Fund (NNY) as of Q2 2025, down from 42 in Q1 2025.
- Funds reported $35M of Nuveen New York Municipal Value Fund stock for Q2 2025, down 8.4% quarter-over-quarter.
- 5 funds opened new Nuveen New York Municipal Value Fund positions in Q2 2025 and 6 closed out, a net change of -1 holder.
- The largest Nuveen New York Municipal Value Fund buyer in Q2 2025 was Guggenheim Capital, an estimated $263K added.
- The largest Nuveen New York Municipal Value Fund seller in Q2 2025 was Tortoise Investment Management, an estimated $1.22M sold.
Based on aggregated 13F filings for Q2 2025.