Nuveen New York Municipal Value Fund 2
NYV was delisted on the 9th of April, 2021.
12 hedge funds and large institutions have $2.66M invested in Nuveen New York Municipal Value Fund 2 in 2018 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
5% more capital invested
Capital invested by funds: $2.53M → $2.66M (+$129K)
8% less funds holding
Funds holding: 13 → 12 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$338K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$39.2K |
| 3 |
Citigroup
New York
|
+$258 |
| 4 |
Morgan Stanley
New York
|
+$41 |
| 5 |
Wells Fargo
San Francisco,
California
|
+$14 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DA
Doliver Advisors
Houston,
Texas
|
-$152K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$40.7K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3.88K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KIM
1
Karpus Investment Management
Pittsford,
New York
| $1.39M | +$338K | +24,916 | +32% |
|
|
2
Morgan Stanley
New York
| $333K | +$41 | +3 | +0% |
|
|
PM
3
Penbrook Management
New York
| $268K | – | – | – |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $181K | +$39.2K | +2,890 | +27% |
|
5
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $176K | – | – | – |
|
|
6
Bank of America
Charlotte,
North Carolina
| $90K | -$40.7K | -3,000 | -31% |
|
|
LTFS
7
Ladenburg Thalmann Financial Services
Miami,
Florida
| $88K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $61K | -$3.88K | -286 | -6% |
|
|
9
Citigroup
New York
| $29K | +$258 | +19 | +0.9% |
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $23K | – | – | – |
|
|
TIM
11
Tortoise Investment Management
White Plains,
New York
| $20K | – | – | – |
|
|
DA
12
Doliver Advisors
Houston,
Texas
| – | -$152K | -11,130 | Closed |
|
|
13
Wells Fargo
San Francisco,
California
| – | +$14 | +1 | New |
|
NYV Hedge Fund Activity: Q3 2018 in Review
12 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Municipal Value Fund 2 (NYV) for Q3 2018, worth a combined $2.66M — up 5.1% from $2.53M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of NYV and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 4 added.
The largest buyer was Karpus Investment Management, adding an estimated $338K. The largest seller was Doliver Advisors, exiting entirely with an estimated $152K sold.
- 12 institutional investors held Nuveen New York Municipal Value Fund 2 (NYV) as of Q3 2018, down from 13 in Q2 2018.
- Funds reported $2.66M of Nuveen New York Municipal Value Fund 2 stock for Q3 2018, up 5.1% quarter-over-quarter.
- 1 fund opened new Nuveen New York Municipal Value Fund 2 positions in Q3 2018 and 2 closed out, a net change of -1 holder.
- The largest Nuveen New York Municipal Value Fund 2 buyer in Q3 2018 was Karpus Investment Management, an estimated $338K added.
- The largest Nuveen New York Municipal Value Fund 2 seller in Q3 2018 was Doliver Advisors, an estimated $152K sold.
Based on aggregated 13F filings for Q3 2018.