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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
FWA
201
Flagship Wealth Advisors
Massachusetts
$26.8K +$27.8K +3,125 New
PTC
202
Private Trust Company
Ohio
$23.5K -$26.3K -2,965 -52%
CCM
203
Chilton Capital Management
Texas
$21.5K
CAM
204
Clarity Asset Management
Iowa
$21.4K +$22.1K +2,489 New
OWP
205
ORG Wealth Partners
Texas
$21.3K
SS
206
Sunbelt Securities
Texas
$19.5K
PS
207
Principal Securities
Iowa
$18.8K +$19.4K +2,187 New
IRAG
208
Investment Research & Advisory Group
Georgia
$18.7K -$16.6K -1,872 -55%
PCA
209
PMV Capital Advisers
Texas
$18.4K +$19K +2,138 New
FGC
210
Financial Gravity Companies
Texas
$17.2K +$17.8K +2,000 New
GRP
211
Global Retirement Partners
California
$16.4K -$14.9K -1,681 -47%
BCWM
212
Bartlett & Co Wealth Management
Ohio
$15.7K
IBOK
213
Independence Bank of Kentucky
Kentucky
$15.5K +$16K +1,800 New
WI
214
Wintrust Investments
Illinois
$14K +$3.55K +400 +31%
GC
215
Gould Capital
Washington
$13.3K
NB
216
NBT Bank
New York
$12.9K
PWA
217
Provenance Wealth Advisors
Florida
$11.6K
RA
218
Ransom Advisory
Rhode Island
$11.2K
CA
219
CoreCap Advisors
Michigan
$10.3K -$2.24K -252 -17%
WTFG
220
Wood Tarver Financial Group
Idaho
$10K +$11.3K +1,277 New
FFA
221
Farther Finance Advisors
California
$8.87K -$35.5K -4,000 -79%
AP
222
Aspect Partners
Virginia
$8.59K
US Bancorp
223
US Bancorp
Minnesota
$8.59K +$7.11K +800 +400%
FG
224
Fairman Group
Pennsylvania
$8.26K
SSB
225
Sandy Spring Bank
Maryland
$6.44K -$48.9K -5,501 -88%

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.