NUV icon

Nuveen Municipal Value Fund

237 hedge funds and large institutions have $349M invested in Nuveen Municipal Value Fund in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 56 increasing their positions, 88 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+19
Holders Change %
+8.72%
% of All Funds
3.82%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
36
Increased
56
Reduced
88
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CPC
51
Congress Park Capital
New York
$839K -$396K -46,000 -32%
EH
52
Equitable Holdings
New York
$820K -$93.5K -10,870 -10%
EP
53
Essential Planning
New Hampshire
$743K -$30.8K -3,641 -4%
MIG
54
Mariner Investment Group
New York
$734K -$1.93M -224,537 -72%
DC
55
Davenport & Co
Virginia
$699K -$72.6K -8,440 -9%
BCMIO
56
Beacon Capital Management Inc (Ohio)
Ohio
$688K
NA
57
NewEdge Advisors
Louisiana
$634K +$97.5K +11,605 +18%
SPIA
58
Steward Partners Investment Advisory
New York
$613K +$21.7K +2,520 +4%
PFA
59
Pathway Financial Advisers
Indiana
$612K +$612K +71,135 New
HH
60
Hilltop Holdings
Texas
$607K -$79.2K -9,208 -12%
SKK
61
Shepherd Kaplan Krochuk
Massachusetts
$592K
HWM
62
Howard Wealth Management
Connecticut
$590K -$899K -104,505 -60%
WSTAM
63
Wilbanks Smith & Thomas Asset Management
Virginia
$571K +$571K +66,429 New
BA
64
Ballew Advisors
Mississippi
$539K -$440K -48,454 -45%
OIA
65
OneDigital Investment Advisors
Kansas
$534K +$4.58K +532 +0.9%
DAM
66
Derbend Asset Management
Georgia
$530K -$284 -33 -0.1%
Brown Advisory
67
Brown Advisory
Maryland
$526K +$526K +61,181 New
WCM
68
WealthBridge Capital Management
Ohio
$524K -$28.6K -3,329 -5%
WS
69
Wedbush Securities
California
$519K -$4.3K -500 -0.8%
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$513K +$384K +44,663 +298%
First Trust Advisors
71
First Trust Advisors
Illinois
$485K -$76.7K -8,913 -14%
Allspring Global Investments
72
Allspring Global Investments
North Carolina
$483K
JIR
73
James Investment Research
Ohio
$482K -$182K -21,127 -27%
DWM
74
Dakota Wealth Management
Florida
$452K -$8.6K -1,000 -2%
WSCM
75
Wellington Shields Capital Management
New York
$430K