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Nuveen Municipal Value Fund

242 hedge funds and large institutions have $1.83B invested in Nuveen Municipal Value Fund in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 62 increasing their positions, 64 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more capital invested

Capital invested by funds: $432M → $1.83B (+$1.4B)

74% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 27

6% more funds holding

Funds holding: 228242 (+14)

1.73% more ownership

Funds ownership: 23.12%24.84% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 64

Holders
242
Holders Change
+14
Holders Change %
+6.14%
% of All Funds
3.19%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
47
Increased
62
Reduced
64
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
226
Wilmington Savings Fund Society
Delaware
$6.23K +$6.44K +725 New
CFGS
227
Concourse Financial Group Securities
Alabama
$5.47K
Russell Investments Group
228
Russell Investments Group
United Kingdom
$4.94K
CIBC Private Wealth Group
229
CIBC Private Wealth Group
Georgia
$4.87K
CIA
230
Cape Investment Advisory
Georgia
$4.29K
MG
231
Mather Group
Illinois
$4.29K
OSNBOA
232
Old Second National Bank of Aurora
Illinois
$4.29K
MEG
233
Millstone Evans Group
Colorado
$4.29K +$4.44K +500 New
AIM
234
Anchor Investment Management
South Carolina
$3.71K +$27 +3 +0.7%
SWM
235
Spire Wealth Management
Virginia
$3.69K +$3.82K +430 New
LFG
236
Larson Financial Group
Missouri
$3.44K -$444 -50 -11%
AW
237
Avion Wealth
Texas
$3K
GWMI
238
Guardian Wealth Management (Illinois)
Illinois
$2.3K +$2.38K +268 New
BCMLT
239
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.16K +$18 +2 +0.8%
GWM
240
Geneos Wealth Management
Colorado
$1.72K +$1.78K +200 New
JP Morgan Chase
241
JP Morgan Chase
New York
$859 +$888 +100 New
Fidelity Investments
242
Fidelity Investments
Massachusetts
$9 +$9 +1 New
TNA
243
True North Advisors
Texas
-$4.61M -510,777 Closed
BL
244
BFSG LLC
California
-$780K -86,517 Closed
IAIM
245
International Assets Investment Management
Florida
-$8.42K -75,916 Closed
WAM
246
Wolverine Asset Management
Illinois
-$682K -75,623 Closed
DAS
247
Dynamic Advisor Solutions
Arizona
-$652K -72,275 Closed
SSWM
248
Sheets Smith Wealth Management
North Carolina
-$611K -67,742 Closed
WWM
249
Western Wealth Management
Colorado
-$325K -36,000 Closed
WFM
250
Wolff Financial Management
Michigan
-$319K -35,400 Closed

NUV Hedge Fund Activity: Q4 2024 in Review

242 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Value Fund (NUV) for Q4 2024, worth a combined $1.83B — up 324% from $432M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new NUV positions and 27 closed out — a net gain of 20 holders — while 62 added to existing stakes and 64 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $12.9M. The largest seller was True North Advisors, exiting entirely with an estimated $4.61M sold.

  • 242 institutional investors held Nuveen Municipal Value Fund (NUV) as of Q4 2024, up from 228 in Q3 2024.
  • Funds reported $1.83B of Nuveen Municipal Value Fund stock for Q4 2024, up 324% quarter-over-quarter.
  • 47 funds opened new Nuveen Municipal Value Fund positions in Q4 2024 and 27 closed out, a net change of +20 holders.
  • The largest Nuveen Municipal Value Fund buyer in Q4 2024 was Rivernorth Capital Management, an estimated $12.9M added.
  • The largest Nuveen Municipal Value Fund seller in Q4 2024 was True North Advisors, an estimated $4.61M sold.

Based on aggregated 13F filings for Q4 2024.