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Nuveen Municipal Value Fund

242 hedge funds and large institutions have $1.83B invested in Nuveen Municipal Value Fund in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 62 increasing their positions, 64 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more capital invested

Capital invested by funds: $432M → $1.83B (+$1.4B)

74% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 27

6% more funds holding

Funds holding: 228242 (+14)

1.73% more ownership

Funds ownership: 23.12%24.84% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 64

Holders
242
Holders Change
+14
Holders Change %
+6.14%
% of All Funds
3.19%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
47
Increased
62
Reduced
64
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VC
101
Vicus Capital
Pennsylvania
$280K +$4.07K +458 +1%
MOS
102
MGO One Seven
Ohio
$275K +$54.5K +6,139 +24%
Focus Partners Wealth
103
Focus Partners Wealth
Massachusetts
$263K +$272K +30,646 New
Envestnet Asset Management
104
Envestnet Asset Management
Illinois
$260K -$9.26K -1,043 -3%
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$260K +$3.4K +383 +1%
SHFP
106
Second Half Financial Partners
Florida
$253K
MG
107
Marex Group
$252K +$260K +29,300 New
CTC
108
Central Trust Company
Missouri
$249K -$32K -3,600 -11%
NA
109
NewEdge Advisors
Louisiana
$249K -$41.6K -4,684 -14%
DWM
110
Dakota Wealth Management
Florida
$242K -$35.4K -3,983 -12%
MFA
111
Mayflower Financial Advisors
Massachusetts
$235K
CFB
112
Cullen/Frost Bankers
Texas
$230K
SI
113
Stephens Inc
Arkansas
$225K -$49.7K -5,600 -18%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$224K -$7.54K -849 -3%
SWM
115
SeaCrest Wealth Management
New York
$223K -$808 -91 -0.3%
PB
116
Pinnacle Bancorp
Nebraska
$223K
FPAS
117
Focus Partners Advisor Solutions
Missouri
$223K +$65.1K +7,324 +39%
BWA
118
BlueChip Wealth Advisors
Georgia
$219K
SCA
119
STALEY CAPITAL ADVISERS
Pennsylvania
$210K
MC
120
Moors & Cabot
Massachusetts
$207K +$213 +24 +0.1%
CCA
121
Corps Capital Advisors
Texas
$202K +$209K +23,500 New
CSP
122
Cary Street Partners
Virginia
$202K +$208K +23,465 New
LF
123
Lantz Financial
Illinois
$197K
MSAM
124
Moloney Securities Asset Management
Missouri
$189K +$18.1K +2,039 +10%
LAM
125
Lummis Asset Management
Texas
$189K

NUV Hedge Fund Activity: Q4 2024 in Review

242 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Value Fund (NUV) for Q4 2024, worth a combined $1.83B — up 324% from $432M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new NUV positions and 27 closed out — a net gain of 20 holders — while 62 added to existing stakes and 64 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $12.9M. The largest seller was True North Advisors, exiting entirely with an estimated $4.61M sold.

  • 242 institutional investors held Nuveen Municipal Value Fund (NUV) as of Q4 2024, up from 228 in Q3 2024.
  • Funds reported $1.83B of Nuveen Municipal Value Fund stock for Q4 2024, up 324% quarter-over-quarter.
  • 47 funds opened new Nuveen Municipal Value Fund positions in Q4 2024 and 27 closed out, a net change of +20 holders.
  • The largest Nuveen Municipal Value Fund buyer in Q4 2024 was Rivernorth Capital Management, an estimated $12.9M added.
  • The largest Nuveen Municipal Value Fund seller in Q4 2024 was True North Advisors, an estimated $4.61M sold.

Based on aggregated 13F filings for Q4 2024.