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Nuveen Municipal Value Fund

230 hedge funds and large institutions have $442M invested in Nuveen Municipal Value Fund in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 44 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

17% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 30

76% less capital invested

Capital invested by funds: $1.83B → $442M (-$1.39B)

Holders
230
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$4.48M
2 +$3.23M
3 +$2.11M
4
UBS Group
UBS Group
Switzerland
+$2.04M
5
Stifel Financial
Stifel Financial
Missouri
+$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
HF
126
HRT Financial
New York
$178K
OWM
127
Orca Wealth Management
Florida
$176K
PAG
128
Private Advisor Group
New Jersey
$176K
PM
129
Penbrook Management
New York
$175K
OWP
130
ORG Wealth Partners
Texas
$175K
EFG
131
Ethos Financial Group
Pennsylvania
$171K
BEI
132
Benjamin Edwards Inc
Missouri
$170K
BPA
133
Beacon Pointe Advisors
California
$165K
WB
134
WesBanco Bank
West Virginia
$159K
ARC
135
Advisor Resource Council
Texas
$153K
MWM
136
Modera Wealth Management
New Jersey
$152K
Corient Private Wealth
137
Corient Private Wealth
Florida
$147K
SWA
138
Sightline Wealth Advisors
Connecticut
$145K
IAMOG
139
Investors Asset Management of Georgia
Georgia
$143K
BAAM
140
Baker Avenue Asset Management
California
$140K
CJ
141
Caitlin John
Michigan
$137K
PFA
142
Petra Financial Advisors
Colorado
$136K
SIMG
143
Sonora Investment Management Group
Arizona
$133K
OC
144
Oppenheimer & Co
New York
$131K
ACA
145
Ackerman Capital Advisors
Texas
$131K
SG
146
StoneX Group
New York
$131K
OA
147
Oxbow Advisors
Texas
$130K
CAWM
148
Capital Advisors Wealth Management
Washington
$130K
WMA
149
Wealth Management Associates
New Jersey
$129K
VF
150
Virtu Financial
New York
$129K