Nuveen Municipal Value Fund
214 hedge funds and large institutions have $533M invested in Nuveen Municipal Value Fund in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 46 reducing their positions, and 12 closing their positions.
68% more capital invested
Capital invested by funds: $317M → $533M (+$215M)
50% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 12
35% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 46
1% more funds holding
Funds holding: 211 → 214 (+3)
0.47% more ownership
Funds ownership: 13.77% → 14.25% (+0.47%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$12.9M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$1.35M |
| 3 |
Morgan Stanley
New York
|
+$1.34M |
| 4 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
+$1.19M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$762K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
-$3.52M |
| 2 |
JFGIW
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
-$1.89M |
| 3 |
DHFB
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
-$1.68M |
| 4 |
BA
Ballew Advisors
Jackson,
Mississippi
|
-$1.24M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.08M |
NUV Hedge Fund Activity: Q2 2021 in Review
214 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Value Fund (NUV) for Q2 2021, worth a combined $533M — up 68% from $317M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new NUV positions and 12 closed out — a net gain of 6 holders — while 62 added to existing stakes and 46 trimmed.
The largest buyer was Beacon Capital Management Inc (Ohio), opening a new position worth an estimated $12.9M. The largest seller was Bramshill Investments, exiting entirely with an estimated $3.52M sold.
- 214 institutional investors held Nuveen Municipal Value Fund (NUV) as of Q2 2021, up from 211 in Q1 2021.
- Funds reported $533M of Nuveen Municipal Value Fund stock for Q2 2021, up 68% quarter-over-quarter.
- 18 funds opened new Nuveen Municipal Value Fund positions in Q2 2021 and 12 closed out, a net change of +6 holders.
- The largest Nuveen Municipal Value Fund buyer in Q2 2021 was Beacon Capital Management Inc (Ohio), an estimated $12.9M added.
- The largest Nuveen Municipal Value Fund seller in Q2 2021 was Bramshill Investments, an estimated $3.52M sold.
Based on aggregated 13F filings for Q2 2021.