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Nuveen Municipal Value Fund
NUV

Overview Fund Activity

141 hedge funds and large institutions have $231M invested in Nuveen Municipal Value Fund in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 29 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
-4
Holders Change %
-2.76%
% of All Funds
3.52%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
48
Reduced
29
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
William Blair & Company
William Blair & Company
Illinois
+$2.38M
2
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
+$2M
3
Bank of America
Bank of America
North Carolina
+$1.75M
4
Invesco
Invesco
Georgia
+$1.1M
5
GIM
Greenwich Investment Management
Connecticut
+$970K

Top Sellers

1
FEG
Financial Enhancement Group
Indiana
-$1.45M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$880K
3
Morgan Stanley
Morgan Stanley
New York
-$778K
4
RVPG
Relative Value Partners Group
-$628K
5
Wells Fargo
Wells Fargo
California
-$532K
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
101
Ancora Advisors
Ohio
$107K – – –
Luther King Capital Management (LKCM)
102
Luther King Capital Management (LKCM)
Texas
$105K – – –
I
103
IberiaBank
Louisiana
$105K +$105K +10,169 New
WKWM
104
Walter & Keenan Wealth Management
Indiana
$102K – – –
AAS
105
Annex Advisory Services
Wisconsin
$102K – – –
FHA
106
First Horizon Advisors
Tennessee
$102K – – –
WTB
107
Washington Trust Bank
Washington
$100K +$100K +9,785 New
ASN
108
Advisory Services Network
Georgia
$81K +$286 +28 +0.4%
MCA
109
Mercer Capital Advisers
New Jersey
$77K – – –
SSB
110
Sandy Spring Bank
Maryland
$74K – – –
FCB
111
First Command Bank
Texas
$67K – – –
FCFS
112
First Command Financial Services
Texas
$67K – – –
NFG
113
Next Financial Group
Texas
$63K -$51.6K -5,000 -45%
TSW
114
Thompson Siegel & Walmsley
Virginia
$60K +$47.7K +4,691 +388%
AA
115
AlphaMark Advisors
Kentucky
$59K – – –
WT
116
Whittier Trust
California
$59K – – –
RWA
117
Ropes Wealth Advisors
Massachusetts
$56K – – –
MFBTD
118
MB Financial Bank - Trust Department
Illinois
$54K – – –
VFA
119
Valeo Financial Advisors
Indiana
$49K +$49K +4,810 New
SPIA
120
Steward Partners Investment Advisory
New York
$44K +$10K +986 +29%
IWA
121
IBEX Wealth Advisors
New Jersey
$39K +$39K +3,807 New
CFA
122
Carroll Financial Associates
North Carolina
$33K – – –
WTC
123
WhitTier Trust Company
Nevada
$31K – – –
Deutsche Bank
124
Deutsche Bank
Germany
$29K +$16K +1,630 +122%
WOC
125
West Oak Capital
California
$27.6K +$15.4K +1,500 +125%
3 4
5
6 7