Nuveen New York Municipal Value Fund 2
NYV was delisted on the 9th of April, 2021.
11 hedge funds and large institutions have $1.79M invested in Nuveen New York Municipal Value Fund 2 in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 3 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
22% more capital invested
Capital invested by funds: $1.47M → $1.79M (+$323K)
0% more funds holding
Funds holding: 11 → 11 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$452K |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
+$154K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$10.3K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$9.61K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$136K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$40.5K |
| 3 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$29K |
| 4 |
Morgan Stanley
New York
|
-$20.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KIM
1
Karpus Investment Management
Pittsford,
New York
| $441K | +$452K | +32,372 | New |
|
|
2
Morgan Stanley
New York
| $284K | -$20.3K | -1,455 | -7% |
|
|
PM
3
Penbrook Management
New York
| $272K | – | – | – |
|
4
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $179K | – | – | – |
|
|
DA
5
Doliver Advisors
Houston,
Texas
| $151K | +$154K | +11,063 | New |
|
6
Bank of America
Charlotte,
North Carolina
| $132K | – | – | – |
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $130K | +$237 | +17 | +0.2% |
|
|
LTFS
8
Ladenburg Thalmann Financial Services
Miami,
Florida
| $90K | +$10.3K | +740 | +13% |
|
|
9
UBS Group
Zurich,
Switzerland
| $81K | +$9.61K | +689 | +13% |
|
10
Citigroup
New York
| $29K | +$181 | +13 | +0.6% |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| $1K | +$1.4K | +100 | New |
|
|
WAM
12
Wolverine Asset Management
Chicago,
Illinois
| – | -$136K | -9,491 | Closed |
|
|
13
Wells Fargo
San Francisco,
California
| – | -$40.5K | -2,901 | Closed |
|
|
TIM
14
Tortoise Investment Management
White Plains,
New York
| – | -$29K | -2,000 | Closed |
|
NYV Hedge Fund Activity: Q1 2018 in Review
11 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Municipal Value Fund 2 (NYV) for Q1 2018, worth a combined $1.79M — up 22% from $1.47M a quarter earlier.
Fund positioning in NYV was balanced in Q1 2018: 3 funds opened new positions, 3 closed out, 4 added to existing stakes and 1 trimmed.
The largest buyer was Karpus Investment Management, opening a new position worth an estimated $452K. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $136K sold.
- 11 institutional investors held Nuveen New York Municipal Value Fund 2 (NYV) as of Q1 2018, unchanged from Q4 2017.
- Funds reported $1.79M of Nuveen New York Municipal Value Fund 2 stock for Q1 2018, up 22% quarter-over-quarter.
- 3 funds opened new Nuveen New York Municipal Value Fund 2 positions in Q1 2018 and 3 closed out, a net change of 0 holders.
- The largest Nuveen New York Municipal Value Fund 2 buyer in Q1 2018 was Karpus Investment Management, an estimated $452K added.
- The largest Nuveen New York Municipal Value Fund 2 seller in Q1 2018 was Wolverine Asset Management, an estimated $136K sold.
Based on aggregated 13F filings for Q1 2018.