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NEV

NUVEEN ENHANCED MUNICIPAL VALUE FUND

Delisted

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

47 hedge funds and large institutions have $72.5M invested in NUVEEN ENHANCED MUNICIPAL VALUE FUND in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

0% more funds holding

Funds holding: 4747 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less capital invested

Capital invested by funds: $77.2M → $72.5M (-$4.64M)

Holders
47
Holders Change
Holders Change %
0%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
16
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$26.7M +$1.03M +61,489 +4%
Bank of America
2
Bank of America
North Carolina
$8.16M -$493K -29,300 -5%
GC
3
Guggenheim Capital
Illinois
$5.89M -$265K -15,778 -4%
KAS
4
Kestra Advisory Services
Texas
$4.58M +$3.5M +208,452 +259%
PMG
5
ProVise Management Group
Florida
$2.64M +$31.1K +1,850 +1%
Morgan Stanley
6
Morgan Stanley
New York
$2.61M +$156K +9,302 +6%
UCFA
7
United Capital Financial Advisors
Texas
$2.36M +$588 +35 +0%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.89M +$2.42K +144 +0.1%
AAM
9
Advisors Asset Management
Colorado
$1.83M -$645K -38,354 -25%
VanEck Associates
10
VanEck Associates
New York
$1.31M +$41.4K +2,463 +3%
Invesco
11
Invesco
Georgia
$1.25M -$660K -39,264 -33%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.18M +$50.8K +3,019 +4%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.07M -$108K -6,428 -9%
Wells Fargo
14
Wells Fargo
California
$1.01M -$17 -1 -0%
UBS Group
15
UBS Group
Switzerland
$926K -$70.6K -4,197 -7%
First Trust Advisors
16
First Trust Advisors
Illinois
$918K +$155K +9,193 +19%
DADC
17
D.A. Davidson & Co
Montana
$827K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$731K -$180K -10,717 -19%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$579K -$16.8K -1,000 -3%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$495K -$5.04K -300 -1%
Ameriprise
21
Ameriprise
Minnesota
$492K +$39.7K +2,359 +8%
RJA
22
Raymond James & Associates
Florida
$417K +$10.2K +604 +2%
SWP
23
Stratos Wealth Partners
Ohio
$409K +$132K +7,838 +44%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$395K +$7.45K +443 +2%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$362K -$82.2K -4,889 -18%

NEV Hedge Fund Activity: Q3 2021 in Review

47 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in NUVEEN ENHANCED MUNICIPAL VALUE FUND (NEV) for Q3 2021, worth a combined $72.5M — down 6% from $77.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NEV positions and 4 closed out — a net gain of 3 holders — while 16 added to existing stakes and 12 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $3.5M. The largest seller was Invesco, cutting an estimated $660K.

  • 47 institutional investors held NUVEEN ENHANCED MUNICIPAL VALUE FUND (NEV) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $72.5M of NUVEEN ENHANCED MUNICIPAL VALUE FUND stock for Q3 2021, down 6% quarter-over-quarter.
  • 7 funds opened new NUVEEN ENHANCED MUNICIPAL VALUE FUND positions in Q3 2021 and 4 closed out, a net change of +3 holders.
  • The largest NUVEEN ENHANCED MUNICIPAL VALUE FUND buyer in Q3 2021 was Kestra Advisory Services, an estimated $3.5M added.
  • The largest NUVEEN ENHANCED MUNICIPAL VALUE FUND seller in Q3 2021 was Invesco, an estimated $660K sold.

Based on aggregated 13F filings for Q3 2021.