NUV icon

Nuveen Municipal Value Fund
NUV

Overview Fund Activity

212 hedge funds and large institutions have $401M invested in Nuveen Municipal Value Fund in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 56 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-6
Holders Change %
-2.75%
% of All Funds
3.08%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
57
Reduced
56
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$56M
2
TIM
Tortoise Investment Management
New York
$17.3M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$10.9M
4
NMC
Nine Masts Capital
Hong Kong
$1.57M
5
Wells Fargo
Wells Fargo
California
$10M

Top Sellers

1
RVPG
Relative Value Partners Group
$0
2
Stifel Financial
Stifel Financial
Missouri
$4.42M
3
AG
AlTi Global
New York
$1.77M
4
GAA
Global Assets Advisory
Florida
$0
5
BHWM
Bar Harbor Wealth Management
New Hampshire
$3.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
MRCM
201
M&R Capital Management
New Jersey
$8.63K – – –
RTL
202
Red Tortoise LLC
Georgia
$8.63K +$8.63K +1,000 New
BIM
203
Breakwater Investment Management
Washington
$8.42K – – –
FG
204
Fairman Group
Pennsylvania
$8.32K – – –
AIM
205
Anchor Investment Management
South Carolina
$5.65K +$43 +5 +0.8%
CFGS
206
Concourse Financial Group Securities
Alabama
$5.43K – – –
MG
207
Mather Group
Illinois
$4.36K – – –
CIA
208
Cape Investment Advisory
Georgia
$4.32K – – –
OSNBOA
209
Old Second National Bank of Aurora
Illinois
$4.32K +$4.32K +500 New
LFG
210
Larson Financial Group
Missouri
$3.88K +$3.88K +450 New
WIA
211
Wetzel Investment Advisors
Indiana
$3.27K +$3.27K +375 New
BCMLT
212
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.16K – – –
RVPG
213
Relative Value Partners Group
– -$7.53M -854,258 Closed
Neuberger Berman Group
214
Neuberger Berman Group
New York
– -$330K -37,929 Closed
CS
215
Capital Square
Tennessee
– -$311K -35,750 Closed
WFM
216
Wolff Financial Management
Michigan
– -$302K -34,697 Closed
SHFP
217
Second Half Financial Partners
Florida
– -$257K -29,464 Closed
SP
218
Stonebrook Private
Michigan
– -$255K -29,221 Closed
LFAS
219
Level Four Advisory Services
Texas
– -$246K -28,595 Closed
EP
220
Essential Planning
New Hampshire
– -$179K -20,780 Closed
SG
221
StoneX Group
New York
– -$171K -19,580 Closed
SL
222
SWMG LLC
Texas
– -$169K -19,348 Closed
CB
223
Commerce Bank
Missouri
– -$160K -18,367 Closed
Millennium Management
224
Millennium Management
New York
– -$157K -18,048 Closed
CC
225
Centiva Capital
New York
– -$140K -16,111 Closed
6 7 8
9
10