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NYV

Nuveen New York Municipal Value Fund 2

Delisted

NYV was delisted on the 9th of April, 2021.

14 hedge funds and large institutions have $1.99M invested in Nuveen New York Municipal Value Fund 2 in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $1.58M → $1.99M (+$415K)

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

0% more funds holding

Funds holding: 1414 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

Holders
14
Holders Change
Holders Change %
0%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DA
1
Doliver Advisors
Texas
$406K +$74.6K +5,528 +23%
Morgan Stanley
2
Morgan Stanley
New York
$240K -$26.2K -1,941 -10%
LPL Financial
3
LPL Financial
California
$211K -$12.2K -907 -6%
PM
4
Penbrook Management
New York
$203K +$202K +15,000 New
TC
5
TFS Capital
Pennsylvania
$190K +$189K +14,015 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$170K +$73.3K +5,428 +76%
WAM
7
Wolverine Asset Management
Illinois
$157K +$115K +8,491 +274%
EWM
8
Edge Wealth Management
New York
$122K +$58.6K +4,343 +92%
Wells Fargo
9
Wells Fargo
California
$119K +$5.4K +400 +5%
U
10
UBS
Switzerland
$84K -$72.8K -5,392 -47%
Bank of America
11
Bank of America
North Carolina
$41K
Citigroup
12
Citigroup
New York
$24K -$23K -1,708 -49%
AIG
13
American International Group
New York
$14.9K
MFS
14
MSI Financial Services
Massachusetts
$11K
NL
15
NWAM LLC
Washington
-$131K -12,986 Closed
TRCT
16
Tower Research Capital (TRC)
New York
-$4K -300 Closed

NYV Hedge Fund Activity: Q4 2013 in Review

14 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Municipal Value Fund 2 (NYV) for Q4 2013, worth a combined $1.99M — up 26% from $1.58M a quarter earlier.

Fund positioning in NYV was balanced in Q4 2013: 2 funds opened new positions, 2 closed out, 5 added to existing stakes and 4 trimmed.

The largest buyer was TFS Capital, opening a new position worth an estimated $189K. The largest seller was NWAM LLC, exiting entirely with an estimated $131K sold.

  • 14 institutional investors held Nuveen New York Municipal Value Fund 2 (NYV) as of Q4 2013, unchanged from Q3 2013.
  • Funds reported $1.99M of Nuveen New York Municipal Value Fund 2 stock for Q4 2013, up 26% quarter-over-quarter.
  • 2 funds opened new Nuveen New York Municipal Value Fund 2 positions in Q4 2013 and 2 closed out, a net change of 0 holders.
  • The largest Nuveen New York Municipal Value Fund 2 buyer in Q4 2013 was TFS Capital, an estimated $189K added.
  • The largest Nuveen New York Municipal Value Fund 2 seller in Q4 2013 was NWAM LLC, an estimated $131K sold.

Based on aggregated 13F filings for Q4 2013.