Nuveen Municipal Value Fund
199 hedge funds and large institutions have $292M invested in Nuveen Municipal Value Fund in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 40 reducing their positions, and 18 closing their positions.
53% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 40
17% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 18
1% more funds holding
Funds holding: 197 → 199 (+2)
0% less capital invested
Capital invested by funds: $293M → $292M (-$1.08M)
0.54% less ownership
Funds ownership: 13.88% → 13.34% (-0.54%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $7K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
+$3.25M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.89M |
| 3 |
JFGIW
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
+$885K |
| 4 |
SFWA
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
+$650K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$629K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$5.64M |
| 2 |
Morgan Stanley
New York
|
-$2.45M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.74M |
| 4 |
Cohen & Steers
New York
|
-$1.49M |
| 5 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$1.41M |
NUV Hedge Fund Activity: Q3 2020 in Review
199 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Value Fund (NUV) for Q3 2020, worth a combined $292M — down 0.37% from $293M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new NUV positions and 18 closed out — a net gain of 3 holders — while 61 added to existing stakes and 40 trimmed.
The largest buyer was Bramshill Investments, opening a new position worth an estimated $3.25M. The largest seller was 1607 Capital Partners, exiting entirely with an estimated $5.64M sold.
- 199 institutional investors held Nuveen Municipal Value Fund (NUV) as of Q3 2020, up from 197 in Q2 2020.
- Funds reported $292M of Nuveen Municipal Value Fund stock for Q3 2020, down 0.37% quarter-over-quarter.
- 21 funds opened new Nuveen Municipal Value Fund positions in Q3 2020 and 18 closed out, a net change of +3 holders.
- The largest Nuveen Municipal Value Fund buyer in Q3 2020 was Bramshill Investments, an estimated $3.25M added.
- The largest Nuveen Municipal Value Fund seller in Q3 2020 was 1607 Capital Partners, an estimated $5.64M sold.
Based on aggregated 13F filings for Q3 2020.