We are live on ! Find out more
NUV icon

Nuveen Municipal Value Fund

229 hedge funds and large institutions have $381M invested in Nuveen Municipal Value Fund in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 79 increasing their positions, 54 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 54

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.66% less ownership

Funds ownership: 22.05%20.39% (-1.7%)

4% less funds holding

Funds holding: 239229 (-10)

8% less capital invested

Capital invested by funds: $415M → $381M (-$34.1M)

26% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 27

Holders
229
Holders Change
-10
Holders Change %
-4.18%
% of All Funds
2.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
79
Reduced
54
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$63.5M -$1.08M -117,990 -2%
Morgan Stanley
2
Morgan Stanley
New York
$40.5M +$663K +72,580 +2%
GC
3
Guggenheim Capital
Illinois
$26.2M +$3.64M +398,157 +16%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$21.9M +$901K +98,619 +4%
Raymond James Financial
5
Raymond James Financial
Florida
$19.8M +$260K +28,505 +1%
Wells Fargo
6
Wells Fargo
California
$18.7M -$722K -79,107 -4%
LPL Financial
7
LPL Financial
California
$10.4M +$561K +61,379 +6%
Bank of America
8
Bank of America
North Carolina
$9.97M +$88.2K +9,657 +0.9%
VanEck Associates
9
VanEck Associates
New York
$9.59M +$13.2K +1,449 +0.1%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$8.82M +$1.86M +203,162 +26%
GCM
11
Granby Capital Management
Florida
$7.52M -$1.5M -163,888 -16%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$6.66M +$60.4K +6,615 +0.9%
CPIG
13
Chicago Partners Investment Group
Illinois
$6.24M -$225K -24,679 -3%
Stifel Financial
14
Stifel Financial
Missouri
$6M +$279K +30,523 +5%
1CP
15
1607 Capital Partners
Virginia
$5.62M -$11.7M -1,279,272 -67%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$5.58M +$453K +49,645 +9%
CPC
17
Congress Park Capital
New York
$5.34M -$1.05M -115,000 -16%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$4.61M +$206K +22,542 +5%
PFS
19
Prospera Financial Services
Texas
$4.28M +$5.18K +567 +0.1%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$4.25M +$34.2K +3,750 +0.8%
BHWM
21
Bar Harbor Wealth Management
New Hampshire
$4.21M +$895K +98,000 +26%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$4.07M +$382K +41,877 +10%
DFG
23
Dynamic Financial Group
Iowa
$2.41M +$2.64K +289 +0.1%
RBFC
24
Roman Butler Fullerton & Co
Missouri
$2.31M +$10.8K +1,182 +0.5%
Ameriprise
25
Ameriprise
Minnesota
$2.17M +$62K +6,785 +3%