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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
WSCM
76
Wellington Shields Capital Management
New York
$430K
Bank of New York Mellon
77
Bank of New York Mellon
New York
$429K +$39K +4,394 +10%
LCM
78
Landscape Capital Management
New Jersey
$416K +$431K +48,482 New
SFG
79
Seamount Financial Group
Colorado
$412K +$20.4K +2,300 +5%
HVIA
80
Hudson Valley Investment Advisors
New York
$412K -$583K -65,650 -58%
ACA
81
Ackerman Capital Advisors
Texas
$408K -$353K -39,797 -46%
PAS
82
PKS Advisory Services
New York
$408K +$421K +47,450 New
CIA
83
Concurrent Investment Advisors
Florida
$406K +$98.4K +11,080 +31%
DC
84
Davenport & Co
Virginia
$406K
CS
85
Capital Square
Tennessee
$387K -$57.1K -6,434 -13%
Brown Advisory
86
Brown Advisory
Maryland
$378K -$151K -17,000 -28%
FAG
87
Fortitude Advisory Group
Washington
$374K
CA
88
Clearstead Advisors
Ohio
$369K
NGA
89
Naples Global Advisors
Florida
$361K -$2.67K -300 -0.7%
GLA
90
Good Life Advisors
Pennsylvania
$360K +$10.5K +1,186 +3%
Nomura Holdings
91
Nomura Holdings
Japan
$356K +$368K +41,400 New
AFS
92
Access Financial Services
Minnesota
$355K +$79.9K +8,996 +28%
WCM
93
WealthBridge Capital Management
Ohio
$351K -$35.2K -3,962 -9%
MWM
94
Melfa Wealth Management
Massachusetts
$349K
HIA
95
Harbor Investment Advisory
Maryland
$349K
SWP
96
Stratos Wealth Partners
Ohio
$338K +$196K +22,015 +127%
PI
97
PFG Investments
New York
$327K +$92.7K +10,438 +38%
CIA
98
Capital Investment Advisors
Georgia
$310K
PFA
99
Pettinga Financial Advisors
Indiana
$309K -$596K -67,062 -65%
MCM
100
MAI Capital Management
Ohio
$281K +$290K +32,659 New

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.