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Nuveen Municipal Value Fund
NUV

Overview Fund Activity

118 hedge funds and large institutions have $175M invested in Nuveen Municipal Value Fund in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 41 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
-5
Holders Change %
-4.07%
% of All Funds
3.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
6
Increased
41
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFPIA
1
Stevens First Principles Investment Advisors
California
$5.17M
2
Bank of America
2
Bank of America
North Carolina
$11.6M
3
UBS Group
3
UBS Group
Switzerland
$15.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$29.9M
5
LPL Financial
5
LPL Financial
California
$8.69M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$7.14M
2
JIR
2
James Investment Research
Ohio
$2.24M
3
NCM
3
Newgate Capital Management
Connecticut
$0
4
RJA
4
Raymond James & Associates
Florida
$3.12M
5
PCMC
5
Paragon Capital Management (Colorado)
Colorado
$230K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
76
Cetera Advisor Networks
California
$161K +$161K +16,147 New
MCA
77
Mercer Capital Advisers
New Jersey
$157K – – –
CL
78
CPWM LLC
Washington
$156K – – –
KeyBank National Association
79
KeyBank National Association
Ohio
$154K -$8.46K -854 -5%
Bank of New York Mellon
80
Bank of New York Mellon
New York
$137K +$28.8K +2,902 +27%
SHWM
81
Smith & Howard Wealth Management
Georgia
$119K +$119K +12,000 New
DADC
82
D.A. Davidson & Co
Montana
$108K – – –
FHA
83
First Horizon Advisors
Tennessee
$99K – – –
WKWM
84
Walter & Keenan Wealth Management
Indiana
$99K – – –
Mariner
85
Mariner
Kansas
$99K – – –
Fifth Third Bancorp
86
Fifth Third Bancorp
Ohio
$90K – – –
Creative Planning
87
Creative Planning
Kansas
$85K +$16.7K +1,687 +25%
CWM
88
Concert Wealth Management
California
$71K +$1.95K +517 +3%
VCM
89
Vigilant Capital Management
Maine
$66K – – –
TCM
90
Tradewinds Capital Management
Washington
$60K – – –
WT
91
Whittier Trust
California
$57K – – –
RWA
92
Ropes Wealth Advisors
Massachusetts
$54K +$54K +5,456 New
MFBTD
93
MB Financial Bank - Trust Department
Illinois
$52K – – –
HDIM
94
Hanson & Doremus Investment Management
Vermont
$42K – – –
PCM
95
Parsons Capital Management
Rhode Island
$40K – – –
BKA
96
Brick & Kyle Associates
Pennsylvania
$38K – – –
TSW
97
Thompson Siegel & Walmsley
Virginia
$34K – – –
BFEC
98
Benjamin F. Edwards & Company
Missouri
$33K +$10K +1,000 +43%
WTC
99
WhitTier Trust Company
Nevada
$30K – – –
DBT
100
Dubuque Bank & Trust
Iowa
$27K – – –
2 3
4
5 6