Nuveen Municipal Value Fund
NUV
166 hedge funds and large institutions have $289M invested in Nuveen Municipal Value Fund in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 53 increasing their positions, 40 reducing their positions, and 13 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 40
1% more capital invested
Capital invested by funds: $287M → $289M (+$1.6M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.24% less ownership
Funds ownership: 13.97% → 13.73% (-0.24%)
5% less funds holding
Funds holding: 175 → 166 (-9)
31% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$3M |
| 2 |
HVIA
Hudson Valley Investment Advisors
Goshen,
New York
|
+$887K |
| 3 |
SBSB
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
+$587K |
| 4 |
SWM
Stockman Wealth Management
Billings,
Montana
|
+$523K |
| 5 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
+$509K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$4.53M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.32M |
| 3 |
Cohen & Steers
New York
|
-$1.24M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.19M |
| 5 |
Morgan Stanley
New York
|
-$802K |
NUV Hedge Fund Activity: Q2 2019 in Review
166 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Value Fund (NUV) for Q2 2019, worth a combined $289M — up 0.56% from $287M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of NUV and 9 opened new positions — a net loss of 4 holders — while 40 trimmed existing stakes and 53 added.
The largest buyer was United Capital Financial Advisors, adding an estimated $3M. The largest seller was Stifel Financial, cutting an estimated $4.53M.
- 166 institutional investors held Nuveen Municipal Value Fund (NUV) as of Q2 2019, down from 175 in Q1 2019.
- Funds reported $289M of Nuveen Municipal Value Fund stock for Q2 2019, up 0.56% quarter-over-quarter.
- 9 funds opened new Nuveen Municipal Value Fund positions in Q2 2019 and 13 closed out, a net change of -4 holders.
- The largest Nuveen Municipal Value Fund buyer in Q2 2019 was United Capital Financial Advisors, an estimated $3M added.
- The largest Nuveen Municipal Value Fund seller in Q2 2019 was Stifel Financial, an estimated $4.53M sold.
Based on aggregated 13F filings for Q2 2019.