Nuveen Municipal Value Fund
213 hedge funds and large institutions have $348M invested in Nuveen Municipal Value Fund in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 18 closing their positions.
16% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 56
11% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 18
2% more capital invested
Capital invested by funds: $339M → $348M (+$8.41M)
0.54% more ownership
Funds ownership: 18.71% → 19.25% (+0.54%)
0% more funds holding
Funds holding: 212 → 213 (+1)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$4.48M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.97M |
| 3 |
GCM
Granby Capital Management
Miami Beach,
Florida
|
+$1.29M |
| 4 |
Koshinski Asset Management
Decatur,
Illinois
|
+$1.17M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
Tiedemann Advisors
New York
|
-$2.15M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$1.68M |
| 3 |
JFGIW
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
-$523K |
| 4 |
RBFC
Roman Butler Fullerton & Co
St Louis,
Missouri
|
-$394K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$352K |
NUV Hedge Fund Activity: Q2 2023 in Review
213 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Value Fund (NUV) for Q2 2023, worth a combined $348M — up 2.5% from $339M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new NUV positions and 18 closed out — a net gain of 2 holders — while 65 added to existing stakes and 56 trimmed.
The largest buyer was UBS Group, adding an estimated $4.48M. The largest seller was Tiedemann Advisors, cutting an estimated $2.15M.
- 213 institutional investors held Nuveen Municipal Value Fund (NUV) as of Q2 2023, up from 212 in Q1 2023.
- Funds reported $348M of Nuveen Municipal Value Fund stock for Q2 2023, up 2.5% quarter-over-quarter.
- 20 funds opened new Nuveen Municipal Value Fund positions in Q2 2023 and 18 closed out, a net change of +2 holders.
- The largest Nuveen Municipal Value Fund buyer in Q2 2023 was UBS Group, an estimated $4.48M added.
- The largest Nuveen Municipal Value Fund seller in Q2 2023 was Tiedemann Advisors, an estimated $2.15M sold.
Based on aggregated 13F filings for Q2 2023.