Nuveen Municipal Value Fund
127 hedge funds and large institutions have $133M invested in Nuveen Municipal Value Fund in 2013 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 20 closing their positions.
55% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 20
13% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 31
9% more funds holding
Funds holding: 117 → 127 (+10)
0.04% more ownership
Funds ownership: 7.08% → 7.12% (+0.04%)
0% less capital invested
Capital invested by funds: $133M → $133M (-$82.7K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVP
Relative Value Partners
Northbrook,
Illinois
|
+$3.65M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.68M |
| 3 |
RCYC
Richard C. Young & Co
Newport,
Rhode Island
|
+$1.34M |
| 4 |
SG Americas Securities
New York
|
+$1.23M |
| 5 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$677K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.69M |
| 2 |
B
Baird
Milwaukee,
Wisconsin
|
-$1.86M |
| 3 |
LS
Lattice Strategies
Wayne,
Pennsylvania
|
-$1.45M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$1.4M |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$1.34M |
NUV Hedge Fund Activity: Q4 2013 in Review
127 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Value Fund (NUV) for Q4 2013, worth a combined $133M — down 0.06% from $133M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new NUV positions and 20 closed out — a net gain of 11 holders — while 35 added to existing stakes and 31 trimmed.
The largest buyer was Relative Value Partners, adding an estimated $3.65M. The largest seller was Morgan Stanley, cutting an estimated $2.69M.
- 127 institutional investors held Nuveen Municipal Value Fund (NUV) as of Q4 2013, up from 117 in Q3 2013.
- Funds reported $133M of Nuveen Municipal Value Fund stock for Q4 2013, down 0.06% quarter-over-quarter.
- 31 funds opened new Nuveen Municipal Value Fund positions in Q4 2013 and 20 closed out, a net change of +11 holders.
- The largest Nuveen Municipal Value Fund buyer in Q4 2013 was Relative Value Partners, an estimated $3.65M added.
- The largest Nuveen Municipal Value Fund seller in Q4 2013 was Morgan Stanley, an estimated $2.69M sold.
Based on aggregated 13F filings for Q4 2013.