Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Nuveen N Y Mun Value Fd (NNY)

43 + 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
42%

Smart Money Signals — NNY

Based on 43 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their NNY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
43 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding NNY is almost the same as a year ago (+1 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 42% buying

14 buying19 selling
Last quarter: 19 funds reduced or exited vs 14 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~4 new funds per quarter

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

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 26% medium ■ 7% new
29 out of 43 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.
➡️

Steady discovery — ~4 new funds/quarter

5 → 5 → 5 → 7 → 4 new funds/Q
New funds entering each quarter: 5 → 5 → 7 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 72% veterans vs 12% newcomers

■ 72% veterans ■ 16% 1-2yr ■ 12% new
Entry-cohort mix of 43 holders: 31 (72%) are 2+ year veterans, 7 entered 1–2 years ago, and 5 (12%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
9 of 43 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 Q1, 14 hedge funds were net buyers of NNY (4 opened a new position, 10 added to an existing one), while 19 reduced or exited (13 trimmed, 6 sold completely) — a 42% buyer ratio, indicating roughly balanced activity. 24% 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 exits than new entries). Total institutional holders: 43.

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.

Is It Too Late to Buy Nuveen N Y Mun Value Fd (NNY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much NNY has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 89d ago
NNY
nan%
XLF
+0.0%

NNY outperformed XLF by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 44d ago
NNY
nan%
XLF
+0.0%

Since the filing became public, NNY outperformed XLF by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: NNY
43 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 43 45 -4.44%
13F Shares 4M 4M -6.7%
Total Value $33M $37M -10.68%
New Positions 4 7 -3
Increased Positions 10 16 -6
Closed Positions 6 2 +4
Reduced Positions 13 8 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NNY

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

43 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Penbrook Management LLC 1.35% 213,727 $1.8M
2 Leigh Baldwin & CO., LLC 0.65% 119,818 $1.0M
3 Tortoise Investment Management, LLC 0.38% 549,648 $4.6M
4 1607 Capital Partners, LLC 0.37% 613,911 $5.1M
5 Marshall & Sterling Wealth Advisors Inc. 0.34% 61,613 $514K
6 Virtue Asset Management LLC 0.15% 22,440 $187K
7 Melfa Wealth Management, INC. 0.14% 29,908 $250K
8 Hennion & Walsh Asset Management, Inc. 0.12% 422,805 $3.5M
9 Pacific Wealth Strategies Group, Inc. 0.05% 10,000 $84K
10 Herold Advisors, Inc. 0.05% 27,389 $229K
11 Realta Investment Advisors 0.05% 17,338 $145K
12 BCS Private Wealth Management, Inc. 0.04% 15,000 $126K
13 Breakwater Capital Group 0.03% 30,743 $257K
14 Guggenheim Capital LLC 0.02% 367,059 $3.1M
15 Cim, LLC 0.02% 14,049 $117K
16 Tyche Wealth Partners LLC 0.01% 11,393 $95K
17 Summit Trail Advisors, LLC 0.01% 50,189 $419K
18 Avestar Capital, LLC 0.01% 10,000 $84K
19 International Assets Investment Management, LLC 0.00% 6,588 $56K
20 Grove Bank & Trust 0.00% 4,000 $33K
21 Fiera Capital Corp 0.00% 115,084 $961K
22 Prospera Financial Services Inc 0.00% 12,000 $100K
23 Osaic Holdings, INC. 0.00% 85,789 $716K
24 UBS Group AG 0.00% 532,308 $4.4M
25 Kestra Advisory Services, LLC 0.00% 18,714 $157K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their NNY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for NNY?

More sellers than buyers — 42% buying: Last quarter: 19 funds reduced or exited vs 14 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for NNY holders?

Strong quality — 24% AUM from major funds: 9 of 43 holders rank in the top 100 by AUM, accounting for 24% 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?

67% of holders stayed for 2+ years: 29 out of 43 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.

Is it too late to buy Nuveen N Y Mun Value Fd (NNY) following the 2026 Q1 hedge fund 13F filings?

As of today, NNY has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), NNY has gained nan% vs +0.0% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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