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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
ONB
176
Old National Bancorp
Indiana
$90.5K
WANY
177
Wealthspire Advisors (New York)
New York
$90.1K +$93.2K +10,490 New
RFC
178
Regions Financial Corp
Alabama
$88.2K
NCM
179
Narwhal Capital Management
Georgia
$86.3K +$89.3K +10,050 New
CCM
180
Canal Capital Management
Virginia
$86.3K +$89.2K +10,045 New
RCM
181
Radnor Capital Management
Pennsylvania
$86K
PWA
182
Principia Wealth Advisory
Texas
$82.6K +$85.4K +9,614 New
EC
183
Elequin Capital
New York
$75.3K +$77.8K +8,763 New
BC
184
Barrett & Company
Rhode Island
$72.5K +$31.1K +3,500 +71%
AA
185
Ancora Advisors
Ohio
$70.7K
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$69K -$12.6K -1,417 -15%
GJIA
187
Glass Jacobson Investment Advisors
Maryland
$66.4K -$11.5K -1,300 -14%
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$62.3K -$15.1K -1,702 -19%
OC
189
Oarsman Capital
Wisconsin
$60.1K
P
190
&Partners
Tennessee
$54.5K -$19.6K -2,202 -16%
TCM
191
Tradewinds Capital Management
Washington
$51.7K
S
192
SignatureFD
Georgia
$49.9K +$533 +60 +1%
MWM
193
Mascoma Wealth Management
New Hampshire
$49K
HC
194
Hurley Capital
New York
$43.5K +$44.4K +5,000 New
Citigroup
195
Citigroup
New York
$37K +$417 +47 +1%
TH
196
TCTC Holdings
Texas
$36.6K
SPF
197
South Plains Financial
Texas
$36.5K +$37.7K +4,250 New
SIS
198
Sound Income Strategies
Florida
$34.7K
HI
199
Harbour Investments
Wisconsin
$34.3K -$41.8K -4,703 -54%
Fifth Third Bancorp
200
Fifth Third Bancorp
Ohio
$30.1K -$15.6K -1,752 -33%

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.