Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Nuveen N Y Mun Value Fd (NNY)

45 + Investors. Track Smart Money conviction in NNY. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
63%

Smart Money Signals — NNY

Based on 45 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added NNY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
45 hedge funds hold NNY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 63% buying

17 buying10 selling
Last quarter: 17 funds were net buyers (3 opened a brand new position + 14 added to an existing one). Only 10 were sellers (9 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 7 → 4 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 29% medium ■ 7% new
29 out of 45 hedge funds have held NNY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
⚠️

Saturation — most institutions already know this story

5 → 5 → 7 → 4 → 3 new funds/Q
New funds entering each quarter: 5 → 7 → 4 → 3. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Veteran-anchored — 69% veterans vs 13% newcomers

■ 69% veterans ■ 18% 1-2yr ■ 13% new
Entry-cohort mix of 45 holders: 31 (69%) are 2+ year veterans, 8 entered 1–2 years ago, and 6 (13%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
10 of 45 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — NNY

In 2026 Q2, 17 hedge funds were net buyers of NNY (3 opened a new position, 14 added to an existing one), while 10 reduced or exited (9 trimmed, 1 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. 27% of total institutional value in NNY is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 45.

Hedge Fund Ownership: NNY

How many hedge funds hold NNY — quarterly history vs. share price
Quarterly hedge fund ownership of NNY vs. share price

Market Analysis: NNY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NNY

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: NNY
45 + Investors

Track Smart Money conviction in NNY. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 45 43 4.65%
13F Shares 4M 4M 0.5%
Total Value $35M $33M 5.11%
New Positions 3 4 -1
Increased Positions 14 10 +4
Closed Positions 1 6 -5
Reduced Positions 9 13 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NNY

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

45 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NNY. Verified SEC 13F-HR filings.

QUARTER:
Top 25 NNY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Penbrook Management LLC 1.19% 213,727 $1.9M
2 Leigh Baldwin & CO., LLC 0.55% 117,483 $1.0M
3 1607 Capital Partners, LLC 0.38% 499,432 $4.4M
4 Tortoise Investment Management, LLC 0.35% 538,148 $4.7M
5 Marshall & Sterling Wealth Advisors Inc. 0.34% 64,849 $567K
6 Melfa Wealth Management, INC. 0.14% 29,908 $261K
7 Virtue Asset Management LLC 0.14% 22,440 $196K
8 Hennion & Walsh Asset Management, Inc. 0.10% 414,691 $3.6M
9 Herold Advisors, Inc. 0.06% 32,495 $284K
10 Pacific Wealth Strategies Group, Inc. 0.05% 10,000 $87K
11 Realta Investment Advisors 0.05% 17,338 $152K
12 BCS Private Wealth Management, Inc. 0.04% 15,000 $132K
13 Breakwater Capital Group 0.03% 29,406 $257K
14 Guggenheim Capital LLC 0.02% 370,877 $3.2M
15 Cim, LLC 0.02% 14,049 $123K
16 Tyche Wealth Partners LLC 0.01% 11,393 $100K
17 Summit Trail Advisors, LLC 0.01% 47,278 $413K
18 Avestar Capital, LLC 0.00% 10,000 $88K
19 Grove Bank & Trust 0.00% 4,000 $35K
20 Fiera Capital Corp 0.00% 109,052 $953K
21 International Assets Investment Management, LLC 0.00% 6,588 $58K
22 Gladstone Institutional Advisory LLC 0.00% 10,674 $93K
23 Prospera Financial Services Inc 0.00% 12,000 $105K
24 Arax Advisory Partners 0.00% 18,652 $163K
25 Osaic Holdings, INC. 0.00% 99,500 $870K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Nuveen N Y Mun Value Fd (NNY)

What does the Smart Money Trend signal show for NNY?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added NNY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for NNY?

More buyers than sellers — 63% buying: Last quarter: 17 funds were net buyers (3 opened a brand new position + 14 added to an existing one). Only 10 were sellers (9 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NNY holders?

Strong quality — 27% AUM from major funds: 10 of 45 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held NNY?

64% of holders stayed for 2+ years: 29 out of 45 hedge funds have held NNY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →