N
Nuveen New York Municipal Value Fund
NNY • NYSE
Nuveen New York Municipal Value Fund is a publicly traded company on NYSE. As of Q3 2025, 36 institutional investors hold shares in this company, with total holdings valued at $33.7M. Tortoise Investment Management, LLC is the largest holder with a position valued at $6.6M.
Websitenuveen.com
Overview
Overview of institutional ownership in NNY as of Q3 2025
All Institutions
- Institutions
- 36
- Value Held
- $33.7M
- Shares Held
- 4.1M
- Avg Position
- $937.4K
- Median Position
- $222.9K
Hedge Funds
- Hedge Funds
- 3
- Value Held
- $6.7M
- Shares Held
- 809.1K
- Avg Position
- $2.2M
- Median Position
- $949.7K
Biggest Investors
Institutions with the largest positions in NNY as of Q3 2025
| Institution | Position Value |
|---|---|
 Tortoise Investment Management, LLC RIA/Wealth | $6.6M 0.59% of portfolio |
 1607 Capital Partners, LLC Hedge Fund•Sector | $5.6M 0.42% of portfolio |
 UBS Group AG Institution | $4.3M 0.00% of portfolio |
G GUGGENHEIM CAPITAL LLC Institution | $3.3M 0.02% of portfolio |
 MORGAN STANLEY RIA/Wealth | $2.3M 0.00% of portfolio |
 Hennion & Walsh Asset Management, Inc. RIA/Wealth | $2.1M 0.08% of portfolio |
 Penbrook Management LLC RIA/Wealth | $1.8M 1.23% of portfolio |
 RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | $949.7K 0.06% of portfolio |
 LEIGH BALDWIN & CO., LLC RIA/Wealth | $905.1K 0.42% of portfolio |
A Advisor Group Holdings, Inc. Institution | $845.5K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for NNY in Q3 2025
- Traded
- −$1.0M
- Buyers
- 14
- Sellers
- 17
- Total Bought
- +$1.7M
- Total Sold
- −$2.7M
- Avg Position
- $803.5K
Biggest Buyers
| Institution | Net Bought |
|---|---|
Hennion & Walsh Asset Management, Inc. RIA/Wealth | +$379.5K +45.9K shares |
G GUGGENHEIM CAPITAL LLC Institution | +$276.4K +33.5K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$235.0K +28.4K shares |
 VIRTUE ASSET MANAGEMENT LLC RIA/Wealth | +$185.4K +22.4K shares |
 BCS Private Wealth Management, Inc. RIA/Wealth | +$124.3K +- shares |
 Cetera Investment Advisers RIA/Wealth | +$114.1K +13.8K shares |
 BANK OF AMERICA CORP /DE/ Institution | +$99.0K +12.0K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$98.5K +11.9K shares |
 Prospera Financial Services RIA/Wealth | +$53.7K +6.5K shares |
 Rockefeller Capital Management L.P. Long Only Manager | +$45.8K +5.5K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | −$962.6K −116.5K shares |
Tortoise Investment Management, LLC RIA/Wealth | −$562.3K −68.1K shares |
1607 Capital Partners, LLC Hedge Fund•Sector | −$286.9K −34.7K shares |
 Breakwater Capital Group RIA/Wealth | −$284.9K −34.5K shares |
 Kestra Advisory Services, LLC RIA/Wealth | −$147.6K −18.1K shares |
−$99.1K −12.0K shares | |
L LPL Financial LLC Institution | −$77.5K −9.4K shares |
UBS Group AG Institution | −$70.6K −8.5K shares |
 Opal Wealth Advisors, LLC RIA/Wealth | −$35.9K −4.4K shares |
S STIFEL FINANCIAL CORP Long Only Manager | −$35.9K −4.3K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited NNY in Q3 2025
- New Positions
- 4
- New Value
- $423.8K
- Exited Positions
- 6
- Exited Value
- $216.6K
New Positions
| Institution | Position Value |
|---|---|
VIRTUE ASSET MANAGEMENT LLC RIA/Wealth | $185.4K 22.4K shares |
BCS Private Wealth Management, Inc. RIA/Wealth | $124.3K 15.0K shares |
Cetera Investment Advisers RIA/Wealth | $114.1K 13.8K shares |
 Capital Analysts, Inc. RIA/Wealth | - - shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Kestra Advisory Services, LLC RIA/Wealth | $147.6K 18.1K shares |
Opal Wealth Advisors, LLC RIA/Wealth | $35.9K 4.4K shares |
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy | $13.7K 1.7K shares |
 CoreCap Advisors, LLC RIA/Wealth | $12.2K 1.5K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $7.2K 890.0 shares |
Capital Analysts, Inc. RIA/Wealth | - 1.4K shares |
Options Activity
Institutions with the largest Call and Put options positions in NNY as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with NNY as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Penbrook Management LLC RIA/Wealth | 1.23% $1.8M |
Tortoise Investment Management, LLC RIA/Wealth | 0.59% $6.6M |
1607 Capital Partners, LLC Hedge Fund•Sector | 0.42% $5.6M |
LEIGH BALDWIN & CO., LLC RIA/Wealth | 0.42% $905.1K |
M Marshall & Sterling Wealth Advisors Inc. RIA/Wealth | 0.31% $485.6K |
VIRTUE ASSET MANAGEMENT LLC RIA/Wealth | 0.16% $185.4K |
 MELFA WEALTH MANAGEMENT, LLC RIA/Wealth | 0.15% $247.0K |
Hennion & Walsh Asset Management, Inc. RIA/Wealth | 0.08% $2.1M |
RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | 0.06% $949.7K |
 Pacific Wealth Strategies Group, Inc. RIA/Wealth | 0.05% $82.6K |
Hedge Fund Spotlight
Discover hedge funds investing in NNY
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
N
Position in Nuveen New York Municipal Value Fund
- Market Value
- $98.5K
- Shares Held
- 11.9K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
