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Nuveen New York Municipal Value Fund

45 hedge funds and large institutions have $37M invested in Nuveen New York Municipal Value Fund in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 8

13% more funds holding

Funds holding: 4045 (+5)

7% more capital invested

Capital invested by funds: $34.5M → $37M (+$2.48M)

0.87% more ownership

Funds ownership: 22.12%22.99% (+0.87%)

Holders
45
Holders Change
+5
Holders Change %
+12.5%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
16
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1
Tortoise Investment Management
New York
$5.67M -$1.2M -141,975 -18%
1CP
2
1607 Capital Partners
Virginia
$5.34M -$497K -58,883 -9%
UBS Group
3
UBS Group
Switzerland
$4.62M +$172K +20,349 +4%
GC
4
Guggenheim Capital
Illinois
$3.55M +$114K +13,519 +3%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$3.53M +$1.34M +158,370 +62%
Morgan Stanley
6
Morgan Stanley
New York
$2.34M -$67.1K -7,943 -3%
PM
7
Penbrook Management
New York
$1.83M
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$1.75M +$1.73M +204,509 New
Osaic Holdings
9
Osaic Holdings
Arizona
$1.01M +$122K +14,494 +14%
LBC
10
Leigh Baldwin & Co
New York
$1M +$60.5K +7,161 +7%
Wells Fargo
11
Wells Fargo
California
$643K +$45K +5,325 +8%
Raymond James Financial
12
Raymond James Financial
Florida
$594K +$8.45K +1,000 +1%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$570K +$335K +39,718 +148%
MSWA
14
Marshall & Sterling Wealth Advisors
New York
$529K +$24.8K +2,932 +5%
Stifel Financial
15
Stifel Financial
Missouri
$319K -$56.6K -6,698 -15%
BCG
16
Breakwater Capital Group
New Jersey
$285K +$17K +2,008 +6%
LPL Financial
17
LPL Financial
California
$275K -$255K -30,134 -48%
Bank of America
18
Bank of America
North Carolina
$274K +$23.1K +2,739 +9%
MWM
19
Melfa Wealth Management
Massachusetts
$256K
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$237K
HA
21
Herold Advisors
New York
$225K +$13.9K +1,640 +7%
VAM
22
Virtue Asset Management
Illinois
$192K
Citadel Advisors
23
Citadel Advisors
Florida
$170K +$66.6K +7,880 +66%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$149K -$162K -19,134 -52%
RIA
25
Realta Investment Advisors
Delaware
$148K

NNY Hedge Fund Activity: Q4 2025 in Review

45 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Municipal Value Fund (NNY) for Q4 2025, worth a combined $37M — up 7.2% from $34.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NNY positions and 2 closed out — a net gain of 5 holders — while 16 added to existing stakes and 8 trimmed.

The largest buyer was Fiera Capital (Canada), opening a new position worth an estimated $1.73M. The largest seller was Tortoise Investment Management, cutting an estimated $1.2M.

  • 45 institutional investors held Nuveen New York Municipal Value Fund (NNY) as of Q4 2025, up from 40 in Q3 2025.
  • Funds reported $37M of Nuveen New York Municipal Value Fund stock for Q4 2025, up 7.2% quarter-over-quarter.
  • 7 funds opened new Nuveen New York Municipal Value Fund positions in Q4 2025 and 2 closed out, a net change of +5 holders.
  • The largest Nuveen New York Municipal Value Fund buyer in Q4 2025 was Fiera Capital (Canada), an estimated $1.73M added.
  • The largest Nuveen New York Municipal Value Fund seller in Q4 2025 was Tortoise Investment Management, an estimated $1.2M sold.

Based on aggregated 13F filings for Q4 2025.