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Nuveen Municipal Value Fund

242 hedge funds and large institutions have $1.83B invested in Nuveen Municipal Value Fund in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 62 increasing their positions, 64 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more capital invested

Capital invested by funds: $432M → $1.83B (+$1.4B)

74% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 27

6% more funds holding

Funds holding: 228242 (+14)

1.73% more ownership

Funds ownership: 23.12%24.84% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 64

Holders
242
Holders Change
+14
Holders Change %
+6.14%
% of All Funds
3.19%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
47
Increased
62
Reduced
64
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BSTWA
51
Blake Schutter Theil Wealth Advisors
Ohio
$870K
Osaic Holdings
52
Osaic Holdings
Arizona
$825K +$373K +41,945 +78%
CA
53
Callahan Advisors
Texas
$806K +$833K +93,793 New
TIAAOA
54
Teachers Insurance & Annuity Association of America
New York
$785K
OCM
55
Orleans Capital Management
Louisiana
$675K -$49.3K -5,550 -7%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$667K -$59.9K -6,749 -8%
KPWS
57
Kestra Private Wealth Services
Texas
$650K +$294K +33,141 +78%
JFGIW
58
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$640K -$400K -45,000 -38%
WCMNY
59
Westchester Capital Management (New York)
New York
$621K -$118K -13,262 -15%
VWM
60
Venturi Wealth Management
Texas
$612K +$164K +18,418 +35%
OIA
61
OneDigital Investment Advisors
Kansas
$596K +$61.4K +6,909 +11%
BRWA
62
B. Riley Wealth Advisors
Florida
$573K -$47.3K -5,320 -7%
HH
63
Hilltop Holdings
Texas
$567K -$22K -2,474 -4%
HNWAG
64
High Net Worth Advisory Group
Florida
$558K +$489K +55,000 +550%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$557K +$576K +64,886 New
PFA
66
Pathway Financial Advisers
Indiana
$556K +$56.4K +6,345 +11%
NMC
67
Nine Masts Capital
Hong Kong
$554K +$573K +64,507 New
AWS
68
Atria Wealth Solutions
New York
$548K +$566K +63,739 New
SKK
69
Shepherd Kaplan Krochuk
Massachusetts
$528K
WWA
70
WCG Wealth Advisors
Nevada
$523K
Mariner
71
Mariner
Kansas
$489K +$12.3K +1,390 +3%
DI
72
Disciplined Investments
Oklahoma
$473K +$5.5K +619 +1%
JIR
73
James Investment Research
Ohio
$465K
OIA
74
Optimum Investment Advisors
Illinois
$440K +$13.3K +1,500 +3%
WS
75
Wedbush Securities
California
$439K +$26.7K +3,005 +6%

NUV Hedge Fund Activity: Q4 2024 in Review

242 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Value Fund (NUV) for Q4 2024, worth a combined $1.83B — up 324% from $432M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new NUV positions and 27 closed out — a net gain of 20 holders — while 62 added to existing stakes and 64 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $12.9M. The largest seller was True North Advisors, exiting entirely with an estimated $4.61M sold.

  • 242 institutional investors held Nuveen Municipal Value Fund (NUV) as of Q4 2024, up from 228 in Q3 2024.
  • Funds reported $1.83B of Nuveen Municipal Value Fund stock for Q4 2024, up 324% quarter-over-quarter.
  • 47 funds opened new Nuveen Municipal Value Fund positions in Q4 2024 and 27 closed out, a net change of +20 holders.
  • The largest Nuveen Municipal Value Fund buyer in Q4 2024 was Rivernorth Capital Management, an estimated $12.9M added.
  • The largest Nuveen Municipal Value Fund seller in Q4 2024 was True North Advisors, an estimated $4.61M sold.

Based on aggregated 13F filings for Q4 2024.