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Nuveen Municipal Value Fund
NUV

Overview Fund Activity

208 hedge funds and large institutions have $305M invested in Nuveen Municipal Value Fund in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+9
Holders Change %
+4.52%
% of All Funds
3.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
56
Reduced
48
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CNBTD
Citizens National Bank Trust Department
Mississippi
+$1.27M
2
UBS Group
UBS Group
Switzerland
+$860K
3
HWM
Howard Wealth Management
Connecticut
+$845K
4
UCFA
United Capital Financial Advisors
Texas
+$440K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$425K

Top Sellers

1
TIM
Tortoise Investment Management
New York
-$1.44M
2
V
Veritable
Delaware
-$1.24M
3
VanEck Associates
VanEck Associates
New York
-$1.19M
4
Cohen & Steers
Cohen & Steers
New York
-$840K
5
RIA
Realta Investment Advisors
Delaware
-$760K
Name Holding Trade Value Shares
Change 		Shares
Change %
HFA
151
High Falls Advisors
New York
$122K – – –
ONB
152
Old National Bancorp
Indiana
$117K – – –
Envestnet Asset Management
153
Envestnet Asset Management
Illinois
$116K -$15.9K -1,432 -12%
CHJWM
154
Carlton Hofferkamp & Jenks Wealth Management
Texas
$112K – – –
CSPIA
155
Cary Street Partners Investment Advisory
Virginia
$112K +$112K +10,077 New
WKWM
156
Walter & Keenan Wealth Management
Indiana
$111K – – –
MHIC
157
Marble Harbor Investment Counsel
Massachusetts
$111K – – –
FHA
158
First Horizon Advisors
Tennessee
$111K – – –
IAIM
159
International Assets Investment Management
Florida
$109K +$109K +9,796 New
GWM
160
Geneos Wealth Management
Colorado
$105K – – –
CFGS
161
Concourse Financial Group Securities
Alabama
$98K -$29K -2,605 -23%
RCA
162
Ranch Capital Advisors
Florida
$89K – – –
BFEC
163
Benjamin F. Edwards & Company
Missouri
$87K – – –
FPB
164
First PREMIER Bank
South Dakota
$83K – – –
TH
165
TCTC Holdings
Texas
$75K – – –
SFS
166
Sowell Financial Services
Arkansas
$75K +$665 +60 +0.9%
HDIM
167
Hanson & Doremus Investment Management
Vermont
$74K – – –
NFG
168
Next Financial Group
Texas
$64K – – –
SWM
169
Selective Wealth Management
Virginia
$62K – – –
AWG
170
Altus Wealth Group
Colorado
$61K +$61K +5,455 New
GLLW
171
Graves Light Lenhart Wealth
Virginia
$52K +$52K +4,707 New
AF
172
Advisornet Financial
Minnesota
$45K – – –
IRAG
173
Investment Research & Advisory Group
Georgia
$44K – – –
AA
174
Ancora Advisors
Ohio
$37K – – –
WT
175
Whittier Trust
California
$34K – – –
5 6
7
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