NUV icon

Nuveen Municipal Value Fund
NUV

Overview Fund Activity

227 hedge funds and large institutions have $432M invested in Nuveen Municipal Value Fund in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 64 increasing their positions, 58 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+15
Holders Change %
+7.08%
% of All Funds
3.28%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
35
Increased
64
Reduced
58
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$10.4M
2
RCM
Rivernorth Capital Management
Florida
+$5.58M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.28M
4
HWAM
Hennion & Walsh Asset Management
New Jersey
+$2.26M
5
COLIM
City of London Investment Management
United Kingdom
+$2.1M

Top Sellers

1
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$8.29M
2
UBS Group
UBS Group
Switzerland
-$2.68M
3
Cohen & Steers
Cohen & Steers
New York
-$2.09M
4
BlackRock
BlackRock
New York
-$1.65M
5
NMC
Nine Masts Capital
Hong Kong
-$1.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$892K +$77.2K +8,561 +9%
TIAAOA
52
Teachers Insurance & Annuity Association of America
New York
$824K +$824K +91,358 New
ACA
53
Ackerman Capital Advisors
Texas
$787K +$275K +30,540 +54%
BL
54
BFSG LLC
California
$780K -$109K -12,083 -12%
WCMNY
55
Westchester Capital Management (New York)
New York
$772K -$451K -50,000 -37%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$762K -$120K -13,281 -14%
OCM
57
Orleans Capital Management
Louisiana
$738K +$738K +81,775 New
WAM
58
Wolverine Asset Management
Illinois
$682K +$242K +26,811 +55%
DAS
59
Dynamic Advisor Solutions
Arizona
$652K -$94.6K -10,486 -13%
BRWA
60
B. Riley Wealth Advisors
Florida
$652K +$278K +30,704 +74%
HH
61
Hilltop Holdings
Texas
$618K +$68.2K +7,564 +12%
SSWM
62
Sheets Smith Wealth Management
North Carolina
$611K +$479K +53,072 +362%
OIA
63
OneDigital Investment Advisors
Kansas
$564K +$9.47K +1,050 +2%
SKK
64
Shepherd Kaplan Krochuk
Massachusetts
$554K – – –
Brown Advisory
65
Brown Advisory
Maryland
$550K +$153K +17,000 +39%
WWA
66
WCG Wealth Advisors
Nevada
$549K – – –
PFA
67
Pathway Financial Advisers
Indiana
$527K -$14.9K -1,649 -3%
Mariner
68
Mariner
Kansas
$501K +$298 +33 +0.1%
DI
69
Disciplined Investments
Oklahoma
$491K -$3.53K -391 -0.7%
JIR
70
James Investment Research
Ohio
$488K – – –
Osaic Holdings
71
Osaic Holdings
Arizona
$488K -$117K -12,963 -19%
VWM
72
Venturi Wealth Management
Texas
$477K +$28.4K +3,148 +6%
CS
73
Capital Square
Tennessee
$459K +$459K +50,920 New
WSCM
74
Wellington Shields Capital Management
New York
$451K – – –
OIA
75
Optimum Investment Advisors
Illinois
$448K -$58.6K -6,500 -12%
1 2
3
4 5