Nuveen New York Municipal Value Fund 2
NYV was delisted on the 9th of April, 2021.
14 hedge funds and large institutions have $4M invested in Nuveen New York Municipal Value Fund 2 in 2018 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 0 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
50% more capital invested
Capital invested by funds: $2.66M → $4M (+$1.34M)
17% more funds holding
Funds holding: 12 → 14 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$845K |
| 2 |
RVPG
Relative Value Partners Group
|
+$169K |
| 3 |
Morgan Stanley
New York
|
+$168K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$159K |
| 5 |
PM
Penbrook Management
New York
|
+$66.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$8.32K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KIM
1
Karpus Investment Management
Pittsford,
New York
| $2.19M | +$845K | +63,443 | +61% |
|
|
2
Morgan Stanley
New York
| $492K | +$168K | +12,650 | +51% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $334K | +$159K | +11,957 | +89% |
|
|
PM
4
Penbrook Management
New York
| $328K | +$66.6K | +5,000 | +25% |
|
5
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $173K | – | – | – |
|
|
RVPG
6
Relative Value Partners Group
| $167K | +$169K | +12,701 | New |
|
7
Bank of America
Charlotte,
North Carolina
| $88K | – | – | – |
|
|
LTFS
8
Ladenburg Thalmann Financial Services
Miami,
Florida
| $87K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $51K | -$8.32K | -625 | -14% |
|
|
TIM
10
Tortoise Investment Management
White Plains,
New York
| $32K | +$12.4K | +928 | +62% |
|
11
Citigroup
New York
| $28K | +$373 | +28 | +1% |
|
12
Royal Bank of Canada
Toronto,
Ontario, Canada
| $23K | – | – | – |
|
|
AG
13
Advisor Group
Phoenix,
Arizona
| $4K | +$4K | +300 | New |
|
NYV Hedge Fund Activity: Q4 2018 in Review
14 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Municipal Value Fund 2 (NYV) for Q4 2018, worth a combined $4M — up 50% from $2.66M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new NYV positions and 0 closed out — a net gain of 2 holders — while 6 added to existing stakes and 1 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $845K. The largest seller was UBS Group, cutting an estimated $8.32K.
- 14 institutional investors held Nuveen New York Municipal Value Fund 2 (NYV) as of Q4 2018, up from 12 in Q3 2018.
- Funds reported $4M of Nuveen New York Municipal Value Fund 2 stock for Q4 2018, up 50% quarter-over-quarter.
- 2 funds opened new Nuveen New York Municipal Value Fund 2 positions in Q4 2018 and 0 closed out, a net change of +2 holders.
- The largest Nuveen New York Municipal Value Fund 2 buyer in Q4 2018 was Karpus Investment Management, an estimated $845K added.
- The largest Nuveen New York Municipal Value Fund 2 seller in Q4 2018 was UBS Group, an estimated $8.32K sold.
Based on aggregated 13F filings for Q4 2018.