Nuveen New York Municipal Value Fund 2
NYV was delisted on the 9th of April, 2021.
14 hedge funds and large institutions have $1.58M invested in Nuveen New York Municipal Value Fund 2 in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 2
27% more funds holding
Funds holding: 11 → 14 (+3)
22% more capital invested
Capital invested by funds: $1.29M → $1.58M (+$283K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NL
NWAM LLC
Mercer Island,
Washington
|
+$179K |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
+$161K |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$42.1K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$40K |
| 5 |
Citigroup
New York
|
+$24.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$78.6K |
| 2 |
Morgan Stanley
New York
|
-$46.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DA
1
Doliver Advisors
Houston,
Texas
| $342K | +$161K | +11,687 | +92% |
|
|
2
Morgan Stanley
New York
| $274K | -$46.9K | -3,404 | -15% |
|
3
LPL Financial
San Diego,
California
| $223K | +$11.3K | +821 | +5% |
|
|
U
4
UBS
Zurich,
Switzerland
| $162K | +$42.1K | +3,052 | +36% |
|
|
NL
5
NWAM LLC
Mercer Island,
Washington
| $131K | +$179K | +12,986 | New |
|
|
6
Wells Fargo
San Francisco,
California
| $118K | +$40K | +2,900 | +53% |
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $99K | +$386 | +28 | +0.4% |
|
|
EWM
8
Edge Wealth Management
New York
| $66K | – | – | – |
|
|
9
Citigroup
New York
| $48K | +$24.2K | +1,758 | +103% |
|
|
WAM
10
Wolverine Asset Management
Chicago,
Illinois
| $43K | +$18.2K | +1,323 | +74% |
|
|
11
Bank of America
Charlotte,
North Carolina
| $42K | -$78.6K | -5,700 | -66% |
|
|
AIG
12
American International Group
New York
| $15.4K | +$15.2K | +1,100 | New |
|
|
MFS
13
MSI Financial Services
Springfield,
Massachusetts
| $11K | – | – | – |
|
|
TRCT
14
Tower Research Capital (TRC)
New York
| $4K | +$4.13K | +300 | New |
|
NYV Hedge Fund Activity: Q3 2013 in Review
14 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Municipal Value Fund 2 (NYV) for Q3 2013, worth a combined $1.58M — up 22% from $1.29M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new NYV positions and 0 closed out — a net gain of 3 holders — while 7 added to existing stakes and 2 trimmed.
The largest buyer was NWAM LLC, opening a new position worth an estimated $179K. The largest seller was Bank of America, cutting an estimated $78.6K.
- 14 institutional investors held Nuveen New York Municipal Value Fund 2 (NYV) as of Q3 2013, up from 11 in Q2 2013.
- Funds reported $1.58M of Nuveen New York Municipal Value Fund 2 stock for Q3 2013, up 22% quarter-over-quarter.
- 3 funds opened new Nuveen New York Municipal Value Fund 2 positions in Q3 2013 and 0 closed out, a net change of +3 holders.
- The largest Nuveen New York Municipal Value Fund 2 buyer in Q3 2013 was NWAM LLC, an estimated $179K added.
- The largest Nuveen New York Municipal Value Fund 2 seller in Q3 2013 was Bank of America, an estimated $78.6K sold.
Based on aggregated 13F filings for Q3 2013.