Nuveen Municipal Value Fund
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.
71% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 17
17% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 48
5% more funds holding
Funds holding: 199 → 208 (+9)
5% more capital invested
Capital invested by funds: $292M → $305M (+$13.5M)
0.02% less ownership
Funds ownership: 13.34% → 13.32% (-0.02%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CNBTD
Citizens National Bank Trust Department
Meridian,
Mississippi
|
+$1.25M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$847K |
| 3 |
HWM
Howard Wealth Management
Madison,
Connecticut
|
+$832K |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$433K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$419K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$1.42M |
| 2 |
V
Veritable
Wilmington,
Delaware
|
-$1.24M |
| 3 |
VanEck Associates
New York
|
-$1.18M |
| 4 |
Cohen & Steers
New York
|
-$828K |
| 5 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
-$760K |
NUV Hedge Fund Activity: Q4 2020 in Review
208 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Value Fund (NUV) for Q4 2020, worth a combined $305M — up 4.6% from $292M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new NUV positions and 17 closed out — a net gain of 12 holders — while 56 added to existing stakes and 48 trimmed.
The largest buyer was Citizens National Bank Trust Department, opening a new position worth an estimated $1.25M. The largest seller was Tortoise Investment Management, cutting an estimated $1.42M.
- 208 institutional investors held Nuveen Municipal Value Fund (NUV) as of Q4 2020, up from 199 in Q3 2020.
- Funds reported $305M of Nuveen Municipal Value Fund stock for Q4 2020, up 4.6% quarter-over-quarter.
- 29 funds opened new Nuveen Municipal Value Fund positions in Q4 2020 and 17 closed out, a net change of +12 holders.
- The largest Nuveen Municipal Value Fund buyer in Q4 2020 was Citizens National Bank Trust Department, an estimated $1.25M added.
- The largest Nuveen Municipal Value Fund seller in Q4 2020 was Tortoise Investment Management, an estimated $1.42M sold.
Based on aggregated 13F filings for Q4 2020.