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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
ESB
176
Essex Savings Bank
Connecticut
$104K
ASN
177
Advisory Services Network
Georgia
$99.6K
Corient Private Wealth
178
Corient Private Wealth
Florida
$98.5K
IWM
179
IHT Wealth Management
Illinois
$97.9K
PJSIMP
180
P.J. Schmidt Investment Management (PJS)
Wisconsin
$97.6K
RIS
181
Richmond Investment Services
Wisconsin
$97.2K
Bank of New York Mellon
182
Bank of New York Mellon
New York
$94.3K
RIL
183
Rothschild Investment LLC
Illinois
$90.8K
CFS
184
Coordinated Financial Services
Colorado
$89.9K
SRC
185
Shufro Rose & Co
New York
$89.9K
AAP
186
Arax Advisory Partners
Colorado
$80.9K
BC
187
Barrett & Company
Rhode Island
$75.9K
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$66.5K
AA
189
Ancora Advisors
Ohio
$63.8K
NA
190
NewEdge Advisors
Louisiana
$61K
CNBT
191
Cornerstone National Bank & Trust
Illinois
$58.8K
RG
192
RHL Group
Michigan
$53.1K
MWM
193
Mascoma Wealth Management
New Hampshire
$51.3K
DI
194
DAGCO Inc
Ohio
$49.9K
IAIM
195
International Assets Investment Management
Florida
$49.6K
HC
196
Hurley Capital
New York
$45K
CFB
197
Cullen/Frost Bankers
Texas
$44.9K
TCM
198
Tradewinds Capital Management
Washington
$42.8K
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
$42.5K
Citigroup
200
Citigroup
New York
$40.3K