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Nuveen Municipal Value Fund

231 hedge funds and large institutions have $338M invested in Nuveen Municipal Value Fund in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 73 increasing their positions, 50 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 50

2.05% more ownership

Funds ownership: 15.02%17.07% (+2%)

5% more capital invested

Capital invested by funds: $323M → $338M (+$15.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 246231 (-15)

30% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 37

Holders
231
Holders Change
-15
Holders Change %
-6.1%
% of All Funds
3.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
73
Reduced
50
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPCM
76
Financial Partners Capital Management
New York
$396K
FAG
77
Fortitude Advisory Group
Washington
$393K
LNB
78
Ledyard National Bank
$391K
NA
79
NewEdge Advisors
Louisiana
$387K +$183K +18,660 +86%
CIA
80
Capital Investment Advisors
Georgia
$373K -$1.78K -181 -0.5%
SWP
81
Stratos Wealth Partners
Ohio
$369K -$87.5K -8,903 -19%
GWM
82
Greenwich Wealth Management
Connecticut
$364K
BAM
83
Belpointe Asset Management
Nevada
$362K
NL
84
NVWM LLC
Pennsylvania
$361K
EWM
85
Endurance Wealth Management
Rhode Island
$358K
CFB
86
Cullen/Frost Bankers
Texas
$354K
DADC
87
D.A. Davidson & Co
Montana
$351K -$7.17K -730 -2%
LF
88
Lantz Financial
Illinois
$349K
VWA
89
V Wealth Advisors
Kansas
$348K +$9.83K +1,000 +3%
VVP
90
Venture Visionary Partners
Ohio
$345K +$354K +36,043 New
RBFC
91
Roman Butler Fullerton & Co
Missouri
$334K
SHFP
92
Second Half Financial Partners
Florida
$328K +$290K +29,464 New
GLA
93
Good Life Advisors
Pennsylvania
$327K +$1.59K +162 +0.5%
BRWA
94
B. Riley Wealth Advisors
Florida
$325K +$452 +46 +0.1%
RC
95
Roundview Capital
New Jersey
$319K -$14.7K -1,500 -4%
RFN
96
RDA Financial Network
Iowa
$298K -$14.7K -1,500 -5%
MC
97
Moors & Cabot
Massachusetts
$298K +$18.6K +1,888 +6%
SWM
98
SeaCrest Wealth Management
New York
$293K -$8.48K -863 -3%
OC
99
Oppenheimer & Co
New York
$287K +$55.7K +5,669 +23%
CC
100
Constitution Capital
Connecticut
$281K +$68.8K +7,000 +31%

NUV Hedge Fund Activity: Q1 2022 in Review

231 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Value Fund (NUV) for Q1 2022, worth a combined $338M — up 4.8% from $323M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of NUV and 26 opened new positions — a net loss of 11 holders — while 50 trimmed existing stakes and 73 added.

The largest buyer was 1607 Capital Partners, adding an estimated $17.8M. The largest seller was Stockman Wealth Management, cutting an estimated $2.52M.

  • 231 institutional investors held Nuveen Municipal Value Fund (NUV) as of Q1 2022, down from 246 in Q4 2021.
  • Funds reported $338M of Nuveen Municipal Value Fund stock for Q1 2022, up 4.8% quarter-over-quarter.
  • 26 funds opened new Nuveen Municipal Value Fund positions in Q1 2022 and 37 closed out, a net change of -11 holders.
  • The largest Nuveen Municipal Value Fund buyer in Q1 2022 was 1607 Capital Partners, an estimated $17.8M added.
  • The largest Nuveen Municipal Value Fund seller in Q1 2022 was Stockman Wealth Management, an estimated $2.52M sold.

Based on aggregated 13F filings for Q1 2022.