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Nuveen Municipal Value Fund

225 hedge funds and large institutions have $444M invested in Nuveen Municipal Value Fund in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 61 increasing their positions, 79 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+9
Holders Change %
+4.17%
% of All Funds
3.3%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
39
Increased
61
Reduced
79
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RBFC
51
Roman Butler Fullerton & Co
Missouri
$885K +$71.5K +8,299 +9%
BCG
52
Breakwater Capital Group
New Jersey
$800K +$165K +19,135 +26%
EH
53
Equitable Holdings
New York
$674K -$142K -16,543 -17%
AFS
54
Access Financial Services
Minnesota
$616K -$174K -20,267 -22%
WAM
55
Weiss Asset Management
Massachusetts
$598K +$598K +69,578 New
SKK
56
Shepherd Kaplan Krochuk
Massachusetts
$544K -$17K -1,975 -3%
HH
57
Hilltop Holdings
Texas
$543K -$284 -33 -0.1%
WS
58
Wedbush Securities
California
$540K -$86.4K -10,036 -14%
HIA
59
Harbor Investment Advisory
Maryland
$534K -$68.8K -8,000 -11%
NA
60
NewEdge Advisors
Louisiana
$529K -$94.9K -11,009 -15%
OIA
61
OneDigital Investment Advisors
Kansas
$527K +$43K +5,000 +9%
Brown Advisory
62
Brown Advisory
Maryland
$526K
WWA
63
WCG Wealth Advisors
Nevada
$523K
PFA
64
Pathway Financial Advisers
Indiana
$511K -$142K -16,519 -22%
HAM
65
Harmony Asset Management
Arizona
$496K +$496K +57,625 New
DC
66
Davenport & Co
Virginia
$495K -$345K -40,103 -41%
DWM
67
Dakota Wealth Management
Florida
$480K +$68.6K +7,977 +17%
SFG
68
Seamount Financial Group
Colorado
$441K +$441K +51,327 New
OIA
69
Optimum Investment Advisors
Illinois
$438K +$139K +16,200 +47%
DI
70
Disciplined Investments
Oklahoma
$437K -$247K -28,721 -36%
WCM
71
WealthBridge Capital Management
Ohio
$437K -$81.5K -9,472 -16%
SPIA
72
Steward Partners Investment Advisory
New York
$431K -$40.9K -4,751 -9%
WSCM
73
Wellington Shields Capital Management
New York
$430K
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$422K -$84K -9,767 -17%
AWS
75
Atria Wealth Solutions
New York
$418K