Who Owns NNY?
Nuveen New York Municipal Value Fund — Institutional Ownership & 13F Holdings
$8.57
+0.08 (+0.97%)
Market Cap
$162.4M
Shares Outstanding
18,886,052
Institutional Holders
42
Total Inst. Value
$38.0M
% of Float Held
—
QoQ Holder Change
+14
Institutional data as of Q1 2025
New Positions
11
Closed Positions
4
Increased
8
Decreased
14
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Tortoise Investment Management, LLC | $8.4M | 1,022,429 |
| 2 | 1607 Capital Partners, LLC | $6.0M | 730,465 |
| 3 | UBS Group AG | $4.6M | 556,913 |
| 4 | GUGGENHEIM CAPITAL LLC | $2.8M | 335,071 |
| 5 | MORGAN STANLEY | $2.2M | 271,292 |
| 6 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $2.1M | 251,888 |
| 7 | Penbrook Management LLCNew | $1.8M | 213,727 |
| 8 | Hennion & Walsh Asset Management, Inc. | $1.5M | 186,808 |
| 9 | WOLVERINE ASSET MANAGEMENT LLC | $986K | 119,374 |
| 10 | LEIGH BALDWIN & CO., LLC | $889K | 107,592 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Tortoise Investment Management, LLC | +7K | $8.4M |
| 1607 Capital Partners, LLC | +24K | $6.0M |
| Penbrook Management LLCNew | +214K | $1.8M |
| OSAIC HOLDINGS, INC. | +82K | $871K |
| Marshall & Sterling Wealth Advisors Inc. | +2K | $628K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| LEIGH BALDWIN & CO., LLC | -740K | $889K |
| WOLVERINE ASSET MANAGEMENT LLC | -48K | $986K |
| Hennion & Walsh Asset Management, Inc. | -28K | $1.5M |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | -12K | $2.1M |
| UBS Group AG | -12K | $4.6M |
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Frequently Asked Questions
How many institutional investors hold NNY?
As of Q1 2025, 42 institutional investors report holding NNY (Nuveen New York Municipal Value Fund) in their 13F filings.
Which hedge fund owns the most NNY?
The largest institutional holder of NNY is Tortoise Investment Management, LLC with $8.4M in shares.
Are institutions buying or selling NNY?
This quarter, 11 institutions opened new positions in NNY and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.