We are live on ! Find out more
NUV icon

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
CSPIA
251
Cary Street Partners Investment Advisory
Virginia
-$276K -30,565 Closed
BA
252
Ballew Advisors
Mississippi
-$246K -27,052 Closed
PWP
253
Private Wealth Partners
California
-$169K -18,700 Closed
CI
254
Conning Inc
Connecticut
-$143K -15,800 Closed
First Trust Advisors
255
First Trust Advisors
Illinois
-$105K -11,593 Closed
CA
256
Carson Advisory
Georgia
-$102K -11,299 Closed
GVAG
257
Great Valley Advisor Group
Delaware
-$97.4K -10,800 Closed
DADC
258
D.A. Davidson & Co
Montana
-$91.7K -10,166 Closed
SRC
259
Shufro Rose & Co
New York
-$86.3K -10,000 Closed
NFA
260
Northwest Financial Advisors
Virginia
-$45.7K -5,067 Closed
MA
261
Montag & Associates
Georgia
-$45.3K -5,000 Closed
HGA
262
Hobbs Group Advisors
South Carolina
-$26.3K -2,913 Closed
HBW
263
Hazlett, Burt & Watson
West Virginia
-$25K -2,750 Closed
AF
264
Advisornet Financial
Minnesota
-$18K -2,000 Closed
WB
265
Webster Bank
Connecticut
-$13.5K -1,500 Closed
PA
266
Parallel Advisors
California
-$12K -1,352 Closed
BIM
267
Breakwater Investment Management
Washington
-$4.51K -500 Closed
FIA
268
FNY Investment Advisers
New York
-$3K -400 Closed
CA
269
Claris Advisors
Missouri
-$3.34K -370 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.