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Nuveen Municipal Value Fund

242 hedge funds and large institutions have $1.83B invested in Nuveen Municipal Value Fund in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 62 increasing their positions, 64 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more capital invested

Capital invested by funds: $432M → $1.83B (+$1.4B)

74% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 27

6% more funds holding

Funds holding: 228242 (+14)

1.73% more ownership

Funds ownership: 23.12%24.84% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 64

Holders
242
Holders Change
+14
Holders Change %
+6.14%
% of All Funds
3.19%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
47
Increased
62
Reduced
64
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OA
151
Oxbow Advisors
Texas
$127K
WMA
152
Wealth Management Associates
New Jersey
$127K
SBIA
153
Sheaff Brock Investment Advisors
Indiana
$125K -$1.78K -200 -1%
XT
154
XTX Topco
Cayman Islands
$125K +$26.8K +3,016 +26%
SCM
155
Saxony Capital Management
Missouri
$122K
EH
156
Equitable Holdings
New York
$121K -$8.74K -984 -7%
PWA
157
Physician Wealth Advisors
Utah
$121K +$125K +14,055 New
AAS
158
Avantax Advisory Services
Texas
$120K +$124K +14,007 New
OC
159
Oppenheimer & Co
New York
$120K +$35.4K +3,988 +40%
NP
160
Nilsine Partners
Colorado
$120K +$124K +13,936 New
RIL
161
Rothschild Investment LLC
Illinois
$117K -$1.03K -116 -0.8%
UPS
162
UHLMANN PRICE SECURITIES
Illinois
$115K +$568 +64 +0.5%
MWM
163
Modera Wealth Management
New Jersey
$114K -$1.98K -223 -2%
RPA
164
Rock Point Advisors
Vermont
$114K +$118K +13,250 New
CFA
165
Cahill Financial Advisors
Minnesota
$112K +$115K +12,993 New
CCG
166
Coastwise Capital Group
California
$111K
IWA
167
IVC Wealth Advisors
Pennsylvania
$110K
PA
168
Pinnacle Associates
New York
$109K
CJ
169
Caitlin John
Michigan
$108K +$4.44K +500 +4%
HKAM
170
Horizon Kinetics Asset Management
New York
$106K
CF
171
Clarity Financial
Texas
$105K
IAMOG
172
Investors Asset Management of Georgia
Georgia
$105K
ICM
173
Islay Capital Management
Texas
$98.8K
Citadel Advisors
174
Citadel Advisors
Florida
$97.6K -$15.3K -1,722 -13%
PJSIMP
175
P.J. Schmidt Investment Management (PJS)
Wisconsin
$93.2K

NUV Hedge Fund Activity: Q4 2024 in Review

242 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Value Fund (NUV) for Q4 2024, worth a combined $1.83B — up 324% from $432M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new NUV positions and 27 closed out — a net gain of 20 holders — while 62 added to existing stakes and 64 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $12.9M. The largest seller was True North Advisors, exiting entirely with an estimated $4.61M sold.

  • 242 institutional investors held Nuveen Municipal Value Fund (NUV) as of Q4 2024, up from 228 in Q3 2024.
  • Funds reported $1.83B of Nuveen Municipal Value Fund stock for Q4 2024, up 324% quarter-over-quarter.
  • 47 funds opened new Nuveen Municipal Value Fund positions in Q4 2024 and 27 closed out, a net change of +20 holders.
  • The largest Nuveen Municipal Value Fund buyer in Q4 2024 was Rivernorth Capital Management, an estimated $12.9M added.
  • The largest Nuveen Municipal Value Fund seller in Q4 2024 was True North Advisors, an estimated $4.61M sold.

Based on aggregated 13F filings for Q4 2024.