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Nuveen Municipal Value Fund
NUV

Overview Fund Activity

225 hedge funds and large institutions have $444M invested in Nuveen Municipal Value Fund in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 61 increasing their positions, 79 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+9
Holders Change %
+4.17%
% of All Funds
3.3%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
39
Increased
61
Reduced
79
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$78.3M
2
RCM
2
Rivernorth Capital Management
Florida
$57.1M
3
UBS Group
3
UBS Group
Switzerland
$48.2M
4
RVPG
4
Relative Value Partners Group
$7.42M
5
PFS
5
Prospera Financial Services
Texas
$4.05M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$14.9M
2
UCFA
2
United Capital Financial Advisors
Texas
$120K
3
JFGIW
3
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.23M
4
BHWM
4
Bar Harbor Wealth Management
New Hampshire
$4.96M
5
Bank of America
5
Bank of America
North Carolina
$8.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSAM
126
Moloney Securities Asset Management
Missouri
$172K -$34.4K -4,000 -17%
PM
127
Penbrook Management
New York
$172K – – –
EFG
128
Ethos Financial Group
Pennsylvania
$171K – – –
VF
129
Virtu Financial
New York
$168K +$168K +19,519 New
SG
130
StoneX Group
New York
$166K +$75.4K +8,773 +83%
HF
131
HRT Financial
New York
$165K +$165K +19,257 New
Citadel Advisors
132
Citadel Advisors
Florida
$161K +$161K +18,709 New
AWM
133
AE Wealth Management
Kansas
$159K +$53.9K +6,258 +51%
WB
134
WesBanco Bank
West Virginia
$156K -$7.74K -900 -5%
PB
135
Pinnacle Bancorp
Nebraska
$155K – – –
ARC
136
Advisor Resource Council
Texas
$150K +$150K +17,459 New
IWC
137
Integrated Wealth Concepts
Massachusetts
$146K -$576 -67 -0.4%
PA
138
Parallel Advisors
California
$141K +$129K +15,000 +1,109%
TSS
139
Two Sigma Securities
New York
$140K +$140K +16,293 New
CAN
140
Cetera Advisor Networks
California
$137K +$18.3K +2,125 +15%
CI
141
Conning Inc
Connecticut
$136K – – –
SWA
142
Sightline Wealth Advisors
Connecticut
$135K -$14K -1,633 -9%
PFA
143
Petra Financial Advisors
Colorado
$133K – – –
Northern Trust
144
Northern Trust
Illinois
$132K -$53.7K -6,245 -29%
KTA
145
Keeley-Teton Advisors
Illinois
$131K +$310 +36 +0.2%
SIMG
146
Sonora Investment Management Group
Arizona
$130K +$130K +15,120 New
WMA
147
Wealth Management Associates
New Jersey
$129K -$8.6K -1,000 -6%
CIA
148
Concurrent Investment Advisors
Florida
$125K +$125K +14,550 New
IAIM
149
International Assets Investment Management
Florida
$124K +$4.78K +556 +4%
Mercer Global Advisors
150
Mercer Global Advisors
Colorado
$121K +$809 +94 +0.7%
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6
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