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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
BB
126
Busey Bank
Illinois
$187K
VVP
127
Venture Visionary Partners
Ohio
$185K
IWA
128
Icon Wealth Advisors
Texas
$185K +$73.9K +8,318 +63%
VF
129
Virtu Financial
New York
$182K -$115K -12,903 -38%
Comerica Bank
130
Comerica Bank
Texas
$179K -$52.8K -5,950 -22%
IA
131
IFP Advisors
Florida
$178K +$2.44K +275 +1%
PAG
132
Private Advisor Group
New Jersey
$172K +$302 +34 +0.2%
PM
133
Penbrook Management
New York
$172K
SCTC
134
Sanibel Captiva Trust Company
Florida
$172K
OWM
135
Orca Wealth Management
Florida
$172K +$178K +19,997 New
EFG
136
Ethos Financial Group
Pennsylvania
$171K
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$171K +$5.72K +644 +3%
PAG
138
Private Advisory Group
Washington
$169K +$175K +19,662 New
BEI
139
Benjamin Edwards Inc
Missouri
$167K -$47.5K -5,350 -22%
DFG
140
Dynamic Financial Group
Iowa
$162K +$167K +18,835 New
BPA
141
Beacon Pointe Advisors
California
$161K +$28.4K +3,192 +21%
WB
142
WesBanco Bank
West Virginia
$156K
OP
143
ORG Partners
Indiana
$152K +$6K +675 +4%
PCIA
144
Prime Capital Investment Advisors
Kansas
$150K
Truist Financial
145
Truist Financial
North Carolina
$146K -$19.9K -2,235 -12%
Creative Planning
146
Creative Planning
Kansas
$142K +$31.8K +3,583 +28%
SWA
147
Sightline Wealth Advisors
Connecticut
$141K +$2.04K +230 +1%
CCM
148
Coldstream Capital Management
Washington
$134K
PFA
149
Petra Financial Advisors
Colorado
$133K
SIMG
150
Sonora Investment Management Group
Arizona
$130K

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.