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Nuveen Municipal Value Fund

228 hedge funds and large institutions have $380M invested in Nuveen Municipal Value Fund in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 78 increasing their positions, 54 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

8% less capital invested

Capital invested by funds: $415M → $380M (-$34.5M)

20% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 25

Holders
228
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
151
Dakota Wealth Management
Florida
$143K
Harris Associates
152
Harris Associates
Illinois
$134K
OA
153
Oxbow Advisors
Texas
$133K
SCA
154
Snowden Capital Advisors
New York
$133K
PWS
155
Pursuit Wealth Strategies
North Carolina
$132K
KWM
156
Kingsview Wealth Management
Oregon
$128K
HI
157
Harbour Investments
Wisconsin
$128K
MWM
158
Modera Wealth Management
New Jersey
$124K
SCM
159
Saxony Capital Management
Missouri
$124K
UPS
160
UHLMANN PRICE SECURITIES
Illinois
$123K
RPA
161
Rock Point Advisors
Vermont
$119K
SWA
162
Sightline Wealth Advisors
Connecticut
$118K
PGF
163
Plan Group Financial
Oklahoma
$117K
IWA
164
IVC Wealth Advisors
Pennsylvania
$115K
SI
165
Stephens Inc
Arkansas
$115K
PA
166
Pinnacle Associates
New York
$114K
LFAS
167
Level Four Advisory Services
Texas
$113K
CF
168
Clarity Financial
Texas
$110K
KA
169
Kovack Advisors
Florida
$109K
PFA
170
Perryman Financial Advisory
Texas
$108K
BFM
171
Boothbay Fund Management
New York
$107K
SFS
172
Sowell Financial Services
Arkansas
$106K
Mariner
173
Mariner
Kansas
$105K
AAS
174
Annex Advisory Services
Wisconsin
$104K
HKAM
175
Horizon Kinetics Asset Management
New York
$104K