Nuveen New York Municipal Value Fund 2
NYV was delisted on the 9th of April, 2021.
14 hedge funds and large institutions have $1.67M invested in Nuveen New York Municipal Value Fund 2 in 2015 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 1 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
0% more funds holding
Funds holding: 14 → 14 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
15% less capital invested
Capital invested by funds: $1.97M → $1.67M (-$302K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$75.1K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$47.3K |
| 3 |
Citigroup
New York
|
+$10.8K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$867 |
| 5 |
LPL Financial
San Diego,
California
|
+$673 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$332K |
| 2 |
Morgan Stanley
New York
|
-$75.5K |
| 3 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$37.4K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$15 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PM
1
Penbrook Management
New York
| $299K | – | – | – |
|
|
2
LPL Financial
San Diego,
California
| $195K | +$673 | +45 | +0.3% |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $194K | +$75.1K | +5,026 | +63% |
|
|
4
Morgan Stanley
New York
| $178K | -$75.5K | -5,049 | -30% |
|
5
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $164K | – | – | – |
|
|
TIM
6
Tortoise Investment Management
White Plains,
New York
| $145K | -$37.4K | -2,500 | -20% |
|
|
7
UBS Group
Zurich,
Switzerland
| $145K | +$47.3K | +3,165 | +49% |
|
|
8
Wells Fargo
San Francisco,
California
| $88K | -$15 | -1 | -0% |
|
|
EWM
9
Edge Wealth Management
New York
| $74K | – | – | – |
|
10
Bank of America
Charlotte,
North Carolina
| $61K | – | – | – |
|
|
11
Citigroup
New York
| $58K | +$10.8K | +725 | +23% |
|
|
LTFS
12
Ladenburg Thalmann Financial Services
Miami,
Florida
| $52K | – | – | – |
|
|
MFS
13
MSI Financial Services
Springfield,
Massachusetts
| $13K | +$135 | +9 | +1% |
|
|
TRCT
14
Tower Research Capital (TRC)
New York
| $1K | +$867 | +58 | New |
|
|
CRC
15
Curi RMB Capital
Chicago,
Illinois
| – | -$332K | -22,358 | Closed |
|
NYV Hedge Fund Activity: Q2 2015 in Review
14 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Municipal Value Fund 2 (NYV) for Q2 2015, worth a combined $1.67M — down 15% from $1.97M a quarter earlier.
Fund positioning in NYV was balanced in Q2 2015: 1 fund opened new positions, 1 closed out, 5 added to existing stakes and 3 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $75.1K. The largest seller was Curi RMB Capital, exiting entirely with an estimated $332K sold.
- 14 institutional investors held Nuveen New York Municipal Value Fund 2 (NYV) as of Q2 2015, unchanged from Q1 2015.
- Funds reported $1.67M of Nuveen New York Municipal Value Fund 2 stock for Q2 2015, down 15% quarter-over-quarter.
- 1 fund opened new Nuveen New York Municipal Value Fund 2 positions in Q2 2015 and 1 closed out, a net change of 0 holders.
- The largest Nuveen New York Municipal Value Fund 2 buyer in Q2 2015 was Royal Bank of Canada, an estimated $75.1K added.
- The largest Nuveen New York Municipal Value Fund 2 seller in Q2 2015 was Curi RMB Capital, an estimated $332K sold.
Based on aggregated 13F filings for Q2 2015.