Nuveen New York Municipal Value Fund 2
NYV was delisted on the 9th of April, 2021.
12 hedge funds and large institutions have $1.54M invested in Nuveen New York Municipal Value Fund 2 in 2015 Q4 according to their latest regulatory filings, with funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
3% more capital invested
Capital invested by funds: $1.49M → $1.54M (+$45K)
14% less funds holding
Funds holding: 14 → 12 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$15.2K |
| 2 |
Citigroup
New York
|
+$12.9K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$12K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$523 |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$90 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWM
Edge Wealth Management
New York
|
-$26K |
| 2 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$10.5K |
| 3 |
LPL Financial
San Diego,
California
|
-$6.86K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PM
1
Penbrook Management
New York
| $306K | – | – | – |
|
|
2
LPL Financial
San Diego,
California
| $195K | -$6.86K | -459 | -4% |
|
|
3
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $181K | +$12K | +800 | +7% |
|
4
Morgan Stanley
New York
| $165K | – | – | – |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $158K | +$523 | +35 | +0.3% |
|
|
TIM
6
Tortoise Investment Management
White Plains,
New York
| $138K | -$10.5K | -700 | -7% |
|
|
7
UBS Group
Zurich,
Switzerland
| $128K | +$15.2K | +1,016 | +14% |
|
8
Wells Fargo
San Francisco,
California
| $91K | +$15 | +1 | +0% |
|
9
Bank of America
Charlotte,
North Carolina
| $62K | – | – | – |
|
|
LTFS
10
Ladenburg Thalmann Financial Services
Miami,
Florida
| $59K | – | – | – |
|
|
11
Citigroup
New York
| $42K | +$12.9K | +862 | +46% |
|
|
MFS
12
MSI Financial Services
Springfield,
Massachusetts
| $13K | +$90 | +6 | +0.7% |
|
|
EWM
13
Edge Wealth Management
New York
| – | -$26K | -1,800 | Closed |
|
|
TRCT
14
Tower Research Capital (TRC)
New York
| – | -$1K | -100 | Closed |
|
NYV Hedge Fund Activity: Q4 2015 in Review
12 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Municipal Value Fund 2 (NYV) for Q4 2015, worth a combined $1.54M — up 3% from $1.49M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of NYV and 0 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 6 added.
The largest buyer was UBS Group, adding an estimated $15.2K. The largest seller was Edge Wealth Management, exiting entirely with an estimated $26K sold.
- 12 institutional investors held Nuveen New York Municipal Value Fund 2 (NYV) as of Q4 2015, down from 14 in Q3 2015.
- Funds reported $1.54M of Nuveen New York Municipal Value Fund 2 stock for Q4 2015, up 3% quarter-over-quarter.
- 0 funds opened new Nuveen New York Municipal Value Fund 2 positions in Q4 2015 and 2 closed out, a net change of -2 holders.
- The largest Nuveen New York Municipal Value Fund 2 buyer in Q4 2015 was UBS Group, an estimated $15.2K added.
- The largest Nuveen New York Municipal Value Fund 2 seller in Q4 2015 was Edge Wealth Management, an estimated $26K sold.
Based on aggregated 13F filings for Q4 2015.