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Nuveen Municipal Value Fund

230 hedge funds and large institutions have $442M invested in Nuveen Municipal Value Fund in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 44 reducing their positions, and 30 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:

17% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 30

76% less capital invested

Capital invested by funds: $1.83B → $442M (-$1.39B)

Holders
230
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$4.48M
2 +$3.23M
3 +$2.11M
4
UBS Group
UBS Group
Switzerland
+$2.04M
5
Stifel Financial
Stifel Financial
Missouri
+$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
176
Regions Financial Corp
Alabama
$90K
SRC
177
Shufro Rose & Co
New York
$87.7K
HI
178
Harbour Investments
Wisconsin
$83.4K
PWA
179
Principia Wealth Advisory
Texas
$82.3K
CCM
180
Coldstream Capital Management
Washington
$79.6K
BC
181
Barrett & Company
Rhode Island
$74.1K
AA
182
Ancora Advisors
Ohio
$71.6K
GJIA
183
Glass Jacobson Investment Advisors
Maryland
$66.4K
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$66K
TCM
185
Tradewinds Capital Management
Washington
$52.8K
PTC
186
Private Trust Company
Ohio
$50.2K
MWM
187
Mascoma Wealth Management
New Hampshire
$50K
FWA
188
Flagship Wealth Advisors
Massachusetts
$49.3K
Northwestern Mutual Wealth Management
189
Northwestern Mutual Wealth Management
Wisconsin
$46.1K
EWA
190
EQ Wealth Advisors
Texas
$44.9K
HC
191
Hurley Capital
New York
$43.9K
DI
192
DAGCO Inc
Ohio
$41.7K
Citigroup
193
Citigroup
New York
$38K
TH
194
TCTC Holdings
Texas
$37.4K
SPF
195
South Plains Financial
Texas
$37.3K
SIS
196
Sound Income Strategies
Florida
$35.4K
FFA
197
Farther Finance Advisors
California
$33.9K
CCM
198
Chilton Capital Management
Texas
$21.9K
WF
199
Wayfinding Financial
Washington
$19K
PCA
200
PMV Capital Advisers
Texas
$18.9K