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NEV

NUVEEN ENHANCED MUNICIPAL VALUE FUND
NEV

Delisted

NEV was delisted on the 3rd of June, 2022.

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44 hedge funds and large institutions have $53.7M invested in NUVEEN ENHANCED MUNICIPAL VALUE FUND in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

13% more capital invested

Capital invested by funds: $47.4M → $53.7M (+$6.35M)

2% more funds holding

Funds holding: 43 → 44 (+1)

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
16
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
+$2.57M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$408K
3
CAN
Cetera Advisor Networks
California
+$245K
4
Morgan Stanley
Morgan Stanley
New York
+$238K
5
AWM
Apollon Wealth Management
South Carolina
+$175K

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$983K
2
GC
Guggenheim Capital
Illinois
-$639K
3
Bank of America
Bank of America
North Carolina
-$300K
4
BI
Bramshill Investments
Florida
-$287K
5
ASN
Advisory Services Network
Georgia
-$223K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$369K -$15.5K -1,021 -4%
RJA
27
Raymond James & Associates
Florida
$358K +$31.5K +2,073 +10%
NA
28
NewEdge Advisors
Louisiana
$304K +$2.27K +149 +0.8%
IWA
29
IBEX Wealth Advisors
New Jersey
$263K +$33.5K +2,206 +16%
CAN
30
Cetera Advisor Networks
California
$263K +$245K +16,108 New
FWM
31
Fairhaven Wealth Management
Illinois
$201K – – –
AWM
32
Apollon Wealth Management
South Carolina
$187K +$175K +11,492 New
MA
33
Mutual Advisors
Nebraska
$186K +$334 +22 +0.2%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$164K – – –
AWG
35
Altus Wealth Group
Colorado
$86K +$80.2K +5,275 New
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$78K – – –
SFS
37
Sowell Financial Services
Arkansas
$69K – – –
US Bancorp
38
US Bancorp
Minnesota
$55K +$51.7K +3,400 New
BFEC
39
Benjamin F. Edwards & Company
Missouri
$41K +$456 +30 +1%
OC
40
Oakworth Capital
Alabama
$33K – – –
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$24K +$22.8K +1,500 New
HIA
42
Harbor Investment Advisory
Maryland
$8K – – –
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
RG
44
Retirement Group
California
$2K – – –
BI
45
Bramshill Investments
Florida
– -$287K -18,876 Closed
ASN
46
Advisory Services Network
Georgia
– -$223K -15,193 Closed
GWM
47
Geneos Wealth Management
Colorado
– -$17K -1,200 Closed
SWM
48
Selective Wealth Management
Virginia
– -$11K -775 Closed
CBT
49
Central Bank & Trust
Kentucky
– -$10K -700 Closed
PAM
50
Panagora Asset Management
Massachusetts
– -$4K -272 Closed
1
2
3

NEV Hedge Fund Activity: Q4 2020 in Review

44 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in NUVEEN ENHANCED MUNICIPAL VALUE FUND (NEV) for Q4 2020, worth a combined $53.7M — up 13% from $47.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NEV positions and 6 closed out — a net gain of 1 holder — while 16 added to existing stakes and 12 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $2.57M. The largest seller was Cohen & Steers, cutting an estimated $983K.

  • 44 institutional investors held NUVEEN ENHANCED MUNICIPAL VALUE FUND (NEV) as of Q4 2020, up from 43 in Q3 2020.
  • Funds reported $53.7M of NUVEEN ENHANCED MUNICIPAL VALUE FUND stock for Q4 2020, up 13% quarter-over-quarter.
  • 7 funds opened new NUVEEN ENHANCED MUNICIPAL VALUE FUND positions in Q4 2020 and 6 closed out, a net change of +1 holder.
  • The largest NUVEEN ENHANCED MUNICIPAL VALUE FUND buyer in Q4 2020 was Kestra Advisory Services, an estimated $2.57M added.
  • The largest NUVEEN ENHANCED MUNICIPAL VALUE FUND seller in Q4 2020 was Cohen & Steers, an estimated $983K sold.

Based on aggregated 13F filings for Q4 2020.