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Nuveen Municipal Value Fund

230 hedge funds and large institutions have $442M invested in Nuveen Municipal Value Fund in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 44 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

17% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 30

76% less capital invested

Capital invested by funds: $1.83B → $442M (-$1.39B)

Holders
230
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$4.48M
2 +$3.23M
3 +$2.11M
4
UBS Group
UBS Group
Switzerland
+$2.04M
5
Stifel Financial
Stifel Financial
Missouri
+$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
BSTWA
51
Blake Schutter Theil Wealth Advisors
Ohio
$814K
VWM
52
Venturi Wealth Management
Texas
$812K
KPWS
53
Kestra Private Wealth Services
Texas
$810K
TIAAOA
54
Teachers Insurance & Annuity Association of America
New York
$801K
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$772K
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$716K
OCM
57
Orleans Capital Management
Louisiana
$696K
JFGIW
58
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$638K
CIA
59
Concurrent Investment Advisors
Florida
$629K
HH
60
Hilltop Holdings
Texas
$611K
HNWAG
61
High Net Worth Advisory Group
Florida
$570K
PFA
62
Pathway Financial Advisers
Indiana
$549K
Focus Partners Wealth
63
Focus Partners Wealth
Massachusetts
$541K
SKK
64
Shepherd Kaplan Krochuk
Massachusetts
$539K
WWA
65
WCG Wealth Advisors
Nevada
$534K
SFG
66
Seamount Financial Group
Colorado
$526K
DI
67
Disciplined Investments
Oklahoma
$525K
WCMNY
68
Westchester Capital Management (New York)
New York
$523K
OIA
69
Optimum Investment Advisors
Illinois
$493K
JIR
70
James Investment Research
Ohio
$475K
Mariner
71
Mariner
Kansas
$454K
WS
72
Wedbush Securities
California
$448K
WSCM
73
Wellington Shields Capital Management
New York
$439K
MFIM
74
Mesirow Financial Investment Management
Illinois
$434K
HVIA
75
Hudson Valley Investment Advisors
New York
$421K