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Nuveen Municipal Value Fund
NUV

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

157% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 14

11% more capital invested

Capital invested by funds: $315M → $349M (+$34.2M)

9% more funds holding

Funds holding: 218 → 237 (+19)

1.6% more ownership

Funds ownership: 17.93% → 19.53% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

36% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 88

Holders
237
Holders Change
+19
Holders Change %
+8.72%
% of All Funds
3.81%
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
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$26.8M
2
RJA
Raymond James & Associates
Florida
+$14M
3
1CP
1607 Capital Partners
Virginia
+$7.73M
4
Stifel Financial
Stifel Financial
Missouri
+$4.33M
5
WAM
Weiss Asset Management
Massachusetts
+$2.56M

Top Sellers

Rank Fund Capital Flow
1
Baird Financial Group
Baird Financial Group
Wisconsin
-$20.6M
2
FFG
Frisch Financial Group
New York
-$5.79M
3
BL
BFSG LLC
California
-$2.85M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.73M
5
MIG
Mariner Investment Group
New York
-$1.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
51
Congress Park Capital
New York
$839K -$393K -46,000 -32%
EH
52
Equitable Holdings
New York
$820K -$92.8K -10,870 -10%
EP
53
Essential Planning
New Hampshire
$743K -$31.1K -3,641 -4%
MIG
54
Mariner Investment Group
New York
$734K -$1.92M -224,537 -72%
DC
55
Davenport & Co
Virginia
$699K -$72K -8,440 -9%
BCMIO
56
Beacon Capital Management Inc (Ohio)
Ohio
$688K – – –
NA
57
NewEdge Advisors
Louisiana
$634K +$99K +11,605 +18%
SPIA
58
Steward Partners Investment Advisory
New York
$613K +$21.5K +2,520 +4%
PFA
59
Pathway Financial Advisers
Indiana
$612K +$607K +71,135 New
HH
60
Hilltop Holdings
Texas
$607K -$78.6K -9,208 -12%
SKK
61
Shepherd Kaplan Krochuk
Massachusetts
$592K – – –
HWM
62
Howard Wealth Management
Connecticut
$590K -$892K -104,505 -60%
WSTAM
63
Wilbanks Smith & Thomas Asset Management
Virginia
$571K +$567K +66,429 New
BA
64
Ballew Advisors
Mississippi
$539K -$413K -48,454 -45%
OIA
65
OneDigital Investment Advisors
Kansas
$534K +$4.54K +532 +0.9%
DAM
66
Derbend Asset Management
Georgia
$530K -$282 -33 -0.1%
Brown Advisory
67
Brown Advisory
Maryland
$526K +$522K +61,181 New
WCM
68
WealthBridge Capital Management
Ohio
$524K -$28.4K -3,329 -5%
WS
69
Wedbush Securities
California
$519K -$4.27K -500 -0.8%
JP Morgan Chase
70
JP Morgan Chase
New York
$513K +$381K +44,663 +298%
First Trust Advisors
71
First Trust Advisors
Illinois
$485K -$76.1K -8,913 -14%
Allspring Global Investments
72
Allspring Global Investments
North Carolina
$483K – – –
JIR
73
James Investment Research
Ohio
$482K -$180K -21,127 -27%
DWM
74
Dakota Wealth Management
Florida
$452K -$8.53K -1,000 -2%
WSCM
75
Wellington Shields Capital Management
New York
$430K – – –
1 2
3
4 5

NUV Hedge Fund Activity: Q4 2022 in Review

237 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Value Fund (NUV) for Q4 2022, worth a combined $349M — up 11% from $315M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new NUV positions and 14 closed out — a net gain of 22 holders — while 56 added to existing stakes and 88 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $26.8M. The largest seller was Baird Financial Group, cutting an estimated $20.6M.

  • 237 institutional investors held Nuveen Municipal Value Fund (NUV) as of Q4 2022, up from 218 in Q3 2022.
  • Funds reported $349M of Nuveen Municipal Value Fund stock for Q4 2022, up 11% quarter-over-quarter.
  • 36 funds opened new Nuveen Municipal Value Fund positions in Q4 2022 and 14 closed out, a net change of +22 holders.
  • The largest Nuveen Municipal Value Fund buyer in Q4 2022 was Rivernorth Capital Management, an estimated $26.8M added.
  • The largest Nuveen Municipal Value Fund seller in Q4 2022 was Baird Financial Group, an estimated $20.6M sold.

Based on aggregated 13F filings for Q4 2022.