We are live on ! Find out more
NYV

Nuveen New York Municipal Value Fund 2
NYV

Delisted

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

Back to rankings

16 hedge funds and large institutions have $7.85M invested in Nuveen New York Municipal Value Fund 2 in 2020 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

6% less funds holding

Funds holding: 17 → 16 (-1)

8% less capital invested

Capital invested by funds: $8.51M → $7.85M (-$655K)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
16
Holders Change
-1
Holders Change %
-5.88%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
9
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TIM
Tortoise Investment Management
New York
+$238K
2
PM
Penbrook Management
New York
+$178K
3
IA
Icon Advisers
Colorado
+$138K
4
SIA
Sit Investment Associates
Minnesota
+$136K
5
WAM
Wolverine Asset Management
Illinois
+$92.7K

Top Sellers

Rank Fund Capital Flow
1
SCM
Shelton Capital Management
Colorado
-$881K
2
RCM
Rivernorth Capital Management
Florida
-$526K
3
KIM
Karpus Investment Management
New York
-$45K
4
Morgan Stanley
Morgan Stanley
New York
-$14.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
1
Karpus Investment Management
New York
$2.46M -$45K -3,040 -2%
RCM
2
Rivernorth Capital Management
Florida
$1.56M -$526K -35,550 -25%
IA
3
Icon Advisers
Colorado
$974K +$138K +9,300 +17%
TIM
4
Tortoise Investment Management
New York
$784K +$238K +16,087 +44%
PM
5
Penbrook Management
New York
$549K +$178K +12,000 +48%
WAM
6
Wolverine Asset Management
Illinois
$320K +$92.7K +6,264 +41%
SIA
7
Sit Investment Associates
Minnesota
$282K +$136K +9,200 +94%
KAS
8
Kestra Advisory Services
Texas
$251K – – –
Morgan Stanley
9
Morgan Stanley
New York
$214K -$14.8K -1,000 -6%
RVPG
10
Relative Value Partners Group
$162K – – –
Bank of America
11
Bank of America
North Carolina
$117K +$207 +14 +0.2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$71K – – –
Osaic Holdings
13
Osaic Holdings
Arizona
$51K +$7.4K +500 +17%
Citigroup
14
Citigroup
New York
$35K +$399 +27 +1%
UBS Group
15
UBS Group
Switzerland
$17K +$5.8K +392 +50%
SCM
16
Shelton Capital Management
Colorado
– -$881K -59,517 Closed

NYV Hedge Fund Activity: Q4 2020 in Review

16 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Municipal Value Fund 2 (NYV) for Q4 2020, worth a combined $7.85M — down 7.7% from $8.51M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of NYV and 0 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 9 added.

The largest buyer was Tortoise Investment Management, adding an estimated $238K. The largest seller was Shelton Capital Management, exiting entirely with an estimated $881K sold.

  • 16 institutional investors held Nuveen New York Municipal Value Fund 2 (NYV) as of Q4 2020, down from 17 in Q3 2020.
  • Funds reported $7.85M of Nuveen New York Municipal Value Fund 2 stock for Q4 2020, down 7.7% quarter-over-quarter.
  • 0 funds opened new Nuveen New York Municipal Value Fund 2 positions in Q4 2020 and 1 closed out, a net change of -1 holder.
  • The largest Nuveen New York Municipal Value Fund 2 buyer in Q4 2020 was Tortoise Investment Management, an estimated $238K added.
  • The largest Nuveen New York Municipal Value Fund 2 seller in Q4 2020 was Shelton Capital Management, an estimated $881K sold.

Based on aggregated 13F filings for Q4 2020.