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Nuveen Municipal Value Fund

227 hedge funds and large institutions have $325M invested in Nuveen Municipal Value Fund in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 61 increasing their positions, 61 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.47% more ownership

Funds ownership: 17.07%17.54% (+0.47%)

0% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 61

4% less capital invested

Capital invested by funds: $338M → $325M (-$12.9M)

6% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 31

2% less funds holding

Funds holding: 231227 (-4)

Holders
227
Holders Change
-4
Holders Change %
-1.73%
% of All Funds
3.82%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
29
Increased
61
Reduced
61
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
126
MML Investors Services
Massachusetts
$186K +$46.2K +5,100 +33%
TF
127
TIAA FSB
Florida
$180K +$183K +20,188 New
NCM
128
Narwhal Capital Management
Georgia
$179K -$16.1K -1,775 -8%
WB
129
WesBanco Bank
West Virginia
$176K
ARC
130
Advisor Resource Council
Texas
$173K +$176K +19,383 New
RCM
131
Radnor Capital Management
Pennsylvania
$166K
PAG
132
Private Advisor Group
New Jersey
$165K +$580 +64 +0.3%
IWC
133
Integrated Wealth Concepts
Massachusetts
$164K +$190 +21 +0.1%
FAIM
134
Financial Advocates Investment Management
Washington
$163K
RJT
135
Raymond James Trust
Florida
$159K +$30.2K +3,337 +23%
P
136
&Partners
Tennessee
$155K +$634 +70 +0.4%
MS
137
Madden Securities
Texas
$152K -$22.7K -2,500 -13%
CAN
138
Cetera Advisor Networks
California
$150K -$35.1K -3,873 -19%
FT
139
Fiduciary Trust
Massachusetts
$145K
IAMOG
140
Investors Asset Management of Georgia
Georgia
$145K
WMA
141
Wealth Management Associates
New Jersey
$142K
CI
142
Conning Inc
Connecticut
$141K
SCA
143
Snowden Capital Advisors
New York
$138K +$22.7K +2,500 +19%
BRWA
144
B. Riley Wealth Advisors
Florida
$135K -$170K -18,809 -55%
WFS
145
Widmann Financial Services
Maryland
$135K
SSB
146
Sandy Spring Bank
Maryland
$133K -$9.06K -1,000 -6%
CA
147
Carson Advisory
Georgia
$133K
RIA
148
Realta Investment Advisors
Delaware
$130K -$22.1K -2,440 -15%
SRC
149
Shufro Rose & Co
New York
$129K
KWM
150
Kingsview Wealth Management
Oregon
$127K -$66.7K -7,363 -34%

NUV Hedge Fund Activity: Q2 2022 in Review

227 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Value Fund (NUV) for Q2 2022, worth a combined $325M — down 3.8% from $338M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of NUV and 29 opened new positions — a net loss of 2 holders — while 61 trimmed existing stakes and 61 added.

The largest buyer was Bar Harbor Wealth Management, opening a new position worth an estimated $8.18M. The largest seller was Rivernorth Capital Management, cutting an estimated $15.6M.

  • 227 institutional investors held Nuveen Municipal Value Fund (NUV) as of Q2 2022, down from 231 in Q1 2022.
  • Funds reported $325M of Nuveen Municipal Value Fund stock for Q2 2022, down 3.8% quarter-over-quarter.
  • 29 funds opened new Nuveen Municipal Value Fund positions in Q2 2022 and 31 closed out, a net change of -2 holders.
  • The largest Nuveen Municipal Value Fund buyer in Q2 2022 was Bar Harbor Wealth Management, an estimated $8.18M added.
  • The largest Nuveen Municipal Value Fund seller in Q2 2022 was Rivernorth Capital Management, an estimated $15.6M sold.

Based on aggregated 13F filings for Q2 2022.