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Nuveen Municipal Value Fund

230 hedge funds and large institutions have $442M invested in Nuveen Municipal Value Fund in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 44 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

17% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 30

76% less capital invested

Capital invested by funds: $1.83B → $442M (-$1.39B)

Holders
230
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$4.48M
2 +$3.23M
3 +$2.11M
4
UBS Group
UBS Group
Switzerland
+$2.04M
5
Stifel Financial
Stifel Financial
Missouri
+$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
26
Bar Harbor Wealth Management
New Hampshire
$3.1M
Jones Financial Companies
27
Jones Financial Companies
Missouri
$2.19M
Ameriprise
28
Ameriprise
Minnesota
$2.12M
Baird Financial Group
29
Baird Financial Group
Wisconsin
$2.03M
RBFC
30
Roman Butler Fullerton & Co
Missouri
$1.9M
CA
31
Cresta Advisors
Texas
$1.59M
IWA
32
IBEX Wealth Advisors
New Jersey
$1.58M
AG
33
AlTi Global
New York
$1.52M
Koshinski Asset Management
34
Koshinski Asset Management
Illinois
$1.47M
CNBTD
35
Citizens National Bank Trust Department
Mississippi
$1.4M
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$1.35M
MC
37
Mathes Company
New York
$1.27M
SMC
38
Smith, Moore & Co
Missouri
$1.24M
Osaic Holdings
39
Osaic Holdings
Arizona
$1.19M
TF
40
Tandem Financial
Colorado
$1.15M
BCG
41
Breakwater Capital Group
New Jersey
$1.15M
COLIM
42
City of London Investment Management
United Kingdom
$1.12M
KAS
43
Kestra Advisory Services
Texas
$1.1M
SPIA
44
Steward Partners Investment Advisory
New York
$973K
HighTower Advisors
45
HighTower Advisors
Illinois
$942K
SFWA
46
Summit Financial Wealth Advisors
Louisiana
$928K
AIS
47
Accredited Investor Services
Minnesota
$923K
DFG
48
Dynamic Financial Group
Iowa
$913K
HAM
49
Harmony Asset Management
Arizona
$838K
CA
50
Callahan Advisors
Texas
$829K