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Nuveen Municipal Value Fund
NUV

Overview Fund Activity

166 hedge funds and large institutions have $289M invested in Nuveen Municipal Value Fund in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 53 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
-9
Holders Change %
-5.14%
% of All Funds
3.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
53
Reduced
40
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
+$3.06M
2
HVIA
Hudson Valley Investment Advisors
New York
+$903K
3
SBSB
Sullivan, Bruyette, Speros & Blaney
Virginia
+$597K
4
SWM
Stockman Wealth Management
Montana
+$533K
5
CPIG
Chicago Partners Investment Group
Illinois
+$520K

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$4.61M
2
Wells Fargo
Wells Fargo
California
-$2.37M
3
Cohen & Steers
Cohen & Steers
New York
-$1.26M
4
UBS Group
UBS Group
Switzerland
-$1.21M
5
Morgan Stanley
Morgan Stanley
New York
-$816K
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
151
Legacy Advisors
Pennsylvania
$16K – – –
TL
152
TrueWealth LLC
Georgia
$16K – – –
APA
153
American Portfolios Advisors
New York
$15.2K +$142 +14 +0.9%
PCMK
154
Paragon Capital Management (Kansas)
Kansas
$15K – – –
JWA
155
JFS Wealth Advisors
Pennsylvania
$15K – – –
IRC
156
Investors Research Corp
Georgia
$15K – – –
CAM
157
Caprin Asset Management
Virginia
$13K – – –
THWM
158
Taylor Hoffman Wealth Management
Virginia
$10K – – –
HPC
159
HM Payson & Co
Maine
$10K – – –
MRCM
160
M&R Capital Management
New Jersey
$10K – – –
1IA
161
1834 Investment Advisors
Wisconsin
$10K -$10K – –
SIS
162
Sound Income Strategies
Florida
$7K +$7K +660 New
Northern Trust
163
Northern Trust
Illinois
$7K +$858 +7,849 +14%
SF
164
Synovus Financial
Georgia
$6K – – –
BAMG
165
Brand Asset Management Group
Missouri
$5K – – –
POIA
166
Pin Oak Investment Advisors
Texas
$5K – – –
DWM
167
Doyle Wealth Management
Florida
$5K +$5K +500 New
NFG
168
Next Financial Group
Texas
$4K – – –
TPWA
169
TRUE Private Wealth Advisors
Oregon
$2K +$2K +252 New
JCM
170
Jacobi Capital Management
Pennsylvania
$1K – – –
BAM
171
Belpointe Asset Management
Nevada
– -$329K -32,850 Closed
Susquehanna International Group
172
Susquehanna International Group
Pennsylvania
– -$156K -15,647 Closed
AWA
173
Arete Wealth Advisors
Illinois
– -$123K -12,263 Closed
LCM
174
Landscape Capital Management
New Jersey
– -$122K -12,212 Closed
AAS
175
Annex Advisory Services
Wisconsin
– -$100K -10,000 Closed
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