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NYV

Nuveen New York Municipal Value Fund 2
NYV

Delisted

NYV was delisted on the 9th of April, 2021.

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17 hedge funds and large institutions have $8.51M invested in Nuveen New York Municipal Value Fund 2 in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more capital invested

Capital invested by funds: $5.77M → $8.51M (+$2.74M)

31% more funds holding

Funds holding: 13 → 17 (+4)

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

Holders
17
Holders Change
+4
Holders Change %
+30.77%
% of All Funds
0.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
5
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Shelton Capital Management
Colorado
+$864K
2
IA
Icon Advisers
Colorado
+$818K
3
TIM
Tortoise Investment Management
New York
+$196K
4
SIA
Sit Investment Associates
Minnesota
+$142K
5
RCM
Rivernorth Capital Management
Florida
+$64.9K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$67.7K
2
KIM
Karpus Investment Management
New York
-$43.6K
3
UBS Group
UBS Group
Switzerland
-$20.3K
4
Osaic Holdings
Osaic Holdings
Arizona
-$17.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
1
Karpus Investment Management
New York
$2.5M -$43.6K -3,000 -2%
RCM
2
Rivernorth Capital Management
Florida
$2.09M +$64.9K +4,470 +3%
SCM
3
Shelton Capital Management
Colorado
$881K +$864K +59,517 New
IA
4
Icon Advisers
Colorado
$834K +$818K +56,346 New
TIM
5
Tortoise Investment Management
New York
$545K +$196K +13,478 +58%
PM
6
Penbrook Management
New York
$370K – – –
KAS
7
Kestra Advisory Services
Texas
$251K +$247K +16,973 New
Morgan Stanley
8
Morgan Stanley
New York
$228K -$67.7K -4,664 -23%
WAM
9
Wolverine Asset Management
Illinois
$226K +$22.5K +1,552 +11%
RVPG
10
Relative Value Partners Group
$162K – – –
SIA
11
Sit Investment Associates
Minnesota
$145K +$142K +9,811 New
Bank of America
12
Bank of America
North Carolina
$117K +$102 +7 +0.1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$71K – – –
Osaic Holdings
14
Osaic Holdings
Arizona
$43K -$17.4K -1,201 -29%
Citigroup
15
Citigroup
New York
$34K +$189 +13 +0.6%
UBS Group
16
UBS Group
Switzerland
$12K -$20.3K -1,399 -64%

NYV Hedge Fund Activity: Q3 2020 in Review

17 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Municipal Value Fund 2 (NYV) for Q3 2020, worth a combined $8.51M — up 48% from $5.77M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NYV positions and 0 closed out — a net gain of 4 holders — while 5 added to existing stakes and 4 trimmed.

The largest buyer was Shelton Capital Management, opening a new position worth an estimated $864K. The largest seller was Morgan Stanley, cutting an estimated $67.7K.

  • 17 institutional investors held Nuveen New York Municipal Value Fund 2 (NYV) as of Q3 2020, up from 13 in Q2 2020.
  • Funds reported $8.51M of Nuveen New York Municipal Value Fund 2 stock for Q3 2020, up 48% quarter-over-quarter.
  • 4 funds opened new Nuveen New York Municipal Value Fund 2 positions in Q3 2020 and 0 closed out, a net change of +4 holders.
  • The largest Nuveen New York Municipal Value Fund 2 buyer in Q3 2020 was Shelton Capital Management, an estimated $864K added.
  • The largest Nuveen New York Municipal Value Fund 2 seller in Q3 2020 was Morgan Stanley, an estimated $67.7K sold.

Based on aggregated 13F filings for Q3 2020.