Nuveen Municipal Value Fund
175 hedge funds and large institutions have $287M invested in Nuveen Municipal Value Fund in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 46 increasing their positions, 37 reducing their positions, and 17 closing their positions.
41% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 17
24% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 37
11% more capital invested
Capital invested by funds: $259M → $287M (+$28.4M)
3% more funds holding
Funds holding: 170 → 175 (+5)
0.5% more ownership
Funds ownership: 13.47% → 13.97% (+0.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWP
Private Wealth Partners
Mill Valley,
California
|
+$4.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.93M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.47M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$1.26M |
| 5 |
VanEck Associates
New York
|
+$877K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$2.9M |
| 2 |
Morgan Stanley
New York
|
-$831K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$784K |
| 4 |
RVPG
Relative Value Partners Group
|
-$703K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$609K |
NUV Hedge Fund Activity: Q1 2019 in Review
175 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Value Fund (NUV) for Q1 2019, worth a combined $287M — up 11% from $259M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new NUV positions and 17 closed out — a net gain of 7 holders — while 46 added to existing stakes and 37 trimmed.
The largest buyer was Private Wealth Partners, opening a new position worth an estimated $4.5M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $2.9M sold.
- 175 institutional investors held Nuveen Municipal Value Fund (NUV) as of Q1 2019, up from 170 in Q4 2018.
- Funds reported $287M of Nuveen Municipal Value Fund stock for Q1 2019, up 11% quarter-over-quarter.
- 24 funds opened new Nuveen Municipal Value Fund positions in Q1 2019 and 17 closed out, a net change of +7 holders.
- The largest Nuveen Municipal Value Fund buyer in Q1 2019 was Private Wealth Partners, an estimated $4.5M added.
- The largest Nuveen Municipal Value Fund seller in Q1 2019 was Rivernorth Capital Management, an estimated $2.9M sold.
Based on aggregated 13F filings for Q1 2019.