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Nuveen Municipal Value Fund
NUV

Overview Fund Activity

218 hedge funds and large institutions have $409M invested in Nuveen Municipal Value Fund in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
-7
Holders Change %
-3.11%
% of All Funds
3.16%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
21
Increased
64
Reduced
60
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$4.71M
2
TNA
True North Advisors
Texas
+$4.34M
3
RCM
Rivernorth Capital Management
Florida
+$1.89M
4
TIM
Tortoise Investment Management
New York
+$1.62M
5
GAA
Global Assets Advisory
Florida
+$1.51M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$39.2M
2
1CP
1607 Capital Partners
Virginia
-$10.2M
3
VanEck Associates
VanEck Associates
New York
-$2.93M
4
CC
Centiva Capital
New York
-$1.35M
5
Cohen & Steers
Cohen & Steers
New York
-$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
151
IVC Wealth Advisors
Pennsylvania
$112K – – –
PA
152
Pinnacle Associates
New York
$110K – – –
CF
153
Clarity Financial
Texas
$107K – – –
IAMOG
154
Investors Asset Management of Georgia
Georgia
$107K – – –
RA
155
RFG Advisory
Alabama
$106K -$92.3K -10,600 -46%
CA
156
Carson Advisory
Georgia
$103K – – –
SCM
157
Saxony Capital Management
Missouri
$102K – – –
PAG
158
Private Advisor Group
New Jersey
$102K +$102K +11,731 New
LA
159
LexAurum Advisors
Kansas
$101K -$1.31K -150 -1%
First Trust Advisors
160
First Trust Advisors
Illinois
$101K -$183K -21,011 -64%
HKAM
161
Horizon Kinetics Asset Management
New York
$101K – – –
MFG
162
Merit Financial Group
Georgia
$100K – – –
PI
163
PFG Investments
New York
$98.1K +$98.1K +11,266 New
WFS
164
Widmann Financial Services
Maryland
$97.6K – – –
PJSIMP
165
P.J. Schmidt Investment Management (PJS)
Wisconsin
$94.5K – – –
UCFA
166
United Capital Financial Advisors
Texas
$94.2K -$27.8K -3,195 -23%
GVAG
167
Great Valley Advisor Group
Delaware
$93.8K +$444 +51 +0.5%
ONB
168
Old National Bancorp
Indiana
$91.7K – – –
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$88.4K +$19.8K +2,274 +29%
SRC
170
Shufro Rose & Co
New York
$87.1K -$17.4K -2,000 -17%
CP
171
Camelot Portfolios
Ohio
$87.1K -$8.71K -1,000 -9%
MHIC
172
Marble Harbor Investment Counsel
Massachusetts
$87.1K – – –
CD
173
Chapin Davis
Maryland
$87.1K – – –
HNWAG
174
High Net Worth Advisory Group
Florida
$87.1K +$87.1K +10,000 New
HIMC
175
Heritage Investors Management Corp
Maryland
$87K – – –
5 6
7
8 9