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Nuveen Municipal Value Fund
NUV

Overview Fund Activity

208 hedge funds and large institutions have $305M invested in Nuveen Municipal Value Fund in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+9
Holders Change %
+4.52%
% of All Funds
3.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
56
Reduced
48
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CNBTD
Citizens National Bank Trust Department
Mississippi
+$1.27M
2
UBS Group
UBS Group
Switzerland
+$860K
3
HWM
Howard Wealth Management
Connecticut
+$845K
4
UCFA
United Capital Financial Advisors
Texas
+$440K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$425K

Top Sellers

1
TIM
Tortoise Investment Management
New York
-$1.44M
2
V
Veritable
Delaware
-$1.24M
3
VanEck Associates
VanEck Associates
New York
-$1.19M
4
Cohen & Steers
Cohen & Steers
New York
-$840K
5
RIA
Realta Investment Advisors
Delaware
-$760K
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
76
NVWM LLC
Pennsylvania
$416K – – –
CWM
77
Centric Wealth Management
Illinois
$415K +$187K +16,817 +82%
RIA
78
Regal Investment Advisors
Michigan
$413K +$413K +37,228 New
LF
79
Lantz Financial
Illinois
$404K – – –
AWM
80
Aries Wealth Management
Maine
$399K – – –
VWA
81
V Wealth Advisors
Kansas
$392K +$392K +35,350 New
DI
82
Disciplined Investments
Oklahoma
$390K -$15.3K -1,374 -4%
RBFC
83
Roman Butler Fullerton & Co
Missouri
$387K – – –
RC
84
Roundview Capital
New Jersey
$387K – – –
BAM
85
Belpointe Asset Management
Nevada
$387K – – –
SMC
86
Smith, Moore & Co
Missouri
$385K -$110K -9,872 -22%
IC
87
Inscription Capital
Texas
$375K – – –
GLA
88
Good Life Advisors
Pennsylvania
$368K +$3.47K +312 +1%
MAFM
89
Mid Atlantic Financial Management
Pennsylvania
$357K – – –
Truist Financial
90
Truist Financial
North Carolina
$353K -$76.6K -6,900 -18%
PTP
91
Platform Technology Partners
New York
$350K – – –
OC
92
Oarsman Capital
Wisconsin
$346K – – –
SLWS
93
Swaine & Leidel Wealth Services
Florida
$327K – – –
DADC
94
D.A. Davidson & Co
Montana
$319K +$166 +15 +0.1%
QCM
95
Quest Capital Management
Texas
$314K – – –
PM
96
Penbrook Management
New York
$294K – – –
AWM
97
Accel Wealth Management
Iowa
$289K +$289K +26,054 New
MA
98
MJP Associates
Connecticut
$288K +$288K +25,972 New
Cohen & Steers
99
Cohen & Steers
New York
$276K -$840K -75,757 -75%
22CM
100
20/20 Capital Management
California
$269K -$241K -20,813 -47%
2 3
4
5 6