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Nuveen Municipal Value Fund
NUV

Overview Fund Activity

212 hedge funds and large institutions have $339M invested in Nuveen Municipal Value Fund in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-25
Holders Change %
-10.55%
% of All Funds
3.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
65
Reduced
60
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$32.3M
2
RJA
2
Raymond James & Associates
Florida
$24M
3
Morgan Stanley
3
Morgan Stanley
New York
$41.2M
4
CA
4
Cresta Advisors
Texas
$1.29M
5
GC
5
Guggenheim Capital
Illinois
$6.48M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$35.1M
2
RVPG
2
Relative Value Partners Group
$0
3
WAM
3
Weiss Asset Management
Massachusetts
$0
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$5.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHIC
176
Marble Harbor Investment Counsel
Massachusetts
$88.1K – – –
CP
177
Camelot Portfolios
Ohio
$88.1K – – –
CD
178
Chapin Davis
Maryland
$88.1K – – –
Nomura Holdings
179
Nomura Holdings
Japan
$88.1K +$88.1K +10,000 New
HIMC
180
Heritage Investors Management Corp
Maryland
$88K – – –
GC
181
Gould Capital
Washington
$82.7K – – –
AA
182
Ancora Advisors
Ohio
$57.9K – – –
IA
183
IFP Advisors
Florida
$57.4K +$41.4K +4,334 +260%
US Bancorp
184
US Bancorp
Minnesota
$56.7K +$18.5K +2,104 +49%
BAM
185
Belpointe Asset Management
Nevada
$55.1K – – –
TCM
186
Tradewinds Capital Management
Washington
$53.1K – – –
AF
187
Advisornet Financial
Minnesota
$44.2K -$8.81K -1,000 -17%
MA
188
Montag & Associates
Georgia
$44.2K – – –
AAS
189
Ameritas Advisory Services
Nebraska
$41.9K +$41.9K +4,753 New
TH
190
TCTC Holdings
Texas
$37.6K – – –
Citigroup
191
Citigroup
New York
$35.8K -$19.7K -2,236 -35%
IRAG
192
Investment Research & Advisory Group
Georgia
$34.8K – – –
CFGS
193
Concourse Financial Group Securities
Alabama
$34.7K – – –
WTC
194
WhitTier Trust Company
Nevada
$34K – – –
SS
195
Sunbelt Securities
Texas
$33.2K +$33.2K +3,780 New
AFS
196
Annapolis Financial Services
Maryland
$32.6K – – –
PTC
197
Private Trust Company
Ohio
$26.1K – – –
PMFA
198
Plante Moran Financial Advisors
Michigan
$22.2K +$1.16K +132 +6%
CCM
199
Chilton Capital Management
Texas
$22K +$22K +2,500 New
ASN
200
Advisory Services Network
Georgia
$16.2K -$2.63K -299 -14%
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8
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