Nuveen Municipal Value Fund
237 hedge funds and large institutions have $349M invested in Nuveen Municipal Value Fund in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 56 increasing their positions, 88 reducing their positions, and 14 closing their positions.
157% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 14
11% more capital invested
Capital invested by funds: $315M → $349M (+$34.2M)
9% more funds holding
Funds holding: 218 → 237 (+19)
1.6% more ownership
Funds ownership: 17.93% → 19.53% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
36% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 88
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$26.8M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$14M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$7.73M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$4.33M |
| 5 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$2.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$20.6M |
| 2 |
FFG
Frisch Financial Group
Melville,
New York
|
-$5.79M |
| 3 |
BL
BFSG LLC
Irvine,
California
|
-$2.85M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.73M |
| 5 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$1.92M |
NUV Hedge Fund Activity: Q4 2022 in Review
237 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Value Fund (NUV) for Q4 2022, worth a combined $349M — up 11% from $315M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new NUV positions and 14 closed out — a net gain of 22 holders — while 56 added to existing stakes and 88 trimmed.
The largest buyer was Rivernorth Capital Management, adding an estimated $26.8M. The largest seller was Baird Financial Group, cutting an estimated $20.6M.
- 237 institutional investors held Nuveen Municipal Value Fund (NUV) as of Q4 2022, up from 218 in Q3 2022.
- Funds reported $349M of Nuveen Municipal Value Fund stock for Q4 2022, up 11% quarter-over-quarter.
- 36 funds opened new Nuveen Municipal Value Fund positions in Q4 2022 and 14 closed out, a net change of +22 holders.
- The largest Nuveen Municipal Value Fund buyer in Q4 2022 was Rivernorth Capital Management, an estimated $26.8M added.
- The largest Nuveen Municipal Value Fund seller in Q4 2022 was Baird Financial Group, an estimated $20.6M sold.
Based on aggregated 13F filings for Q4 2022.