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Nuveen Municipal Value Fund

228 hedge funds and large institutions have $380M invested in Nuveen Municipal Value Fund in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 78 increasing their positions, 54 reducing their positions, and 25 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:

8% less capital invested

Capital invested by funds: $415M → $380M (-$34.5M)

20% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 25

Holders
228
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
126
Mutual Advisors
Nebraska
$200K
B
127
Bayban
Minnesota
$199K
CTC
128
Central Trust Company
Missouri
$198K
LAM
129
Lummis Asset Management
Texas
$198K
GSEP
130
Golden State Equity Partners
California
$198K
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$196K
IWA
132
Icon Wealth Advisors
Texas
$196K
ICM
133
Islay Capital Management
Texas
$196K
CJ
134
Caitlin John
Michigan
$193K
KC
135
Karras Company
Utah
$190K
BPA
136
Beacon Pointe Advisors
California
$187K
DFA
137
Delta Financial Advisors
Louisiana
$181K
EFG
138
Ethos Financial Group
Pennsylvania
$180K
SCA
139
STALEY CAPITAL ADVISERS
Pennsylvania
$180K
PM
140
Penbrook Management
New York
$180K
HIA
141
Harbor Investment Advisory
Maryland
$176K
DADC
142
D.A. Davidson & Co
Montana
$176K
OWP
143
ORG Wealth Partners
Texas
$174K
BB
144
Busey Bank
Illinois
$165K
WB
145
WesBanco Bank
West Virginia
$163K
NCM
146
Narwhal Capital Management
Georgia
$162K
Lido Advisors
147
Lido Advisors
California
$151K
DBIA
148
Dumont & Blake Investment Advisors
New Jersey
$150K
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$149K
IAMOG
150
Investors Asset Management of Georgia
Georgia
$146K