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Nuveen Municipal Value Fund
NUV

Overview Fund Activity

123 hedge funds and large institutions have $162M invested in Nuveen Municipal Value Fund in 2014 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 31 reducing their positions, and 12 closing their positions.

Holders
123
Holders Change
+5
Holders Change %
+4.24%
% of All Funds
3.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
20
Increased
32
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$12.5M
2
SWM
2
Stockman Wealth Management
Montana
$3.98M
3
SWP
3
Stratos Wealth Partners
Ohio
$2.57M
4
Bank of America
4
Bank of America
North Carolina
$8.79M
5
B
5
Baird
Wisconsin
$21.6M

Top Sellers

1
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$0
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$5K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.36M
4
OFG
4
OTA Financial Group
New York
$0
5
DA
5
Doliver Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$27.1M 2,804,492 +85,600 +3%
B
2
Baird
Wisconsin
$21.6M 2,242,208 +137,521 +7%
UBS Group
3
UBS Group
Switzerland
$12.5M 1,300,306 +1,300,306 New
Wells Fargo
4
Wells Fargo
California
$10.4M 1,079,457 +5,640 +0.5%
Bank of America
5
Bank of America
North Carolina
$8.79M 910,732 +161,137 +21%
LPL Financial
6
LPL Financial
California
$7.23M 748,659 +86,080 +13%
BHTS
7
Bar Harbor Trust Services
Maine
$5.59M 579,202 +48,870 +9%
Goldman Sachs
8
Goldman Sachs
New York
$4.52M 468,142 -4,905 -1%
RJA
9
Raymond James & Associates
Florida
$4.09M 423,682 -5,111 -1%
SWM
10
Stockman Wealth Management
Montana
$3.98M 412,900 +412,900 New
RCYC
11
Richard C. Young & Co
Rhode Island
$3.42M 354,308 +8,982 +3%
Stifel Financial
12
Stifel Financial
Missouri
$3.11M 322,831 +30,219 +10%
SWP
13
Stratos Wealth Partners
Ohio
$2.57M 266,469 +266,469 New
NCM
14
Narwhal Capital Management
Georgia
$2.42M 250,525 -2,475 -1%
JIR
15
James Investment Research
Ohio
– – – –
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.16M 224,087 +17,299 +8%
UCFA
17
United Capital Financial Advisors
Texas
$1.91M 198,132 +16,900 +9%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.77M 183,794 +654 +0.4%
DHFB
19
Dixon Hubard Feinour & Brown
Virginia
$1.72M 177,965 +36,050 +25%
CTC
20
Central Trust Company
Missouri
$1.67M 173,100 +28,250 +20%
SFPIA
21
Stevens First Principles Investment Advisors
California
$1.63M 168,565 -330 -0.2%
VanEck Associates
22
VanEck Associates
New York
$1.62M 167,574 +12,147 +8%
NCM
23
Newgate Capital Management
Connecticut
$1.55M 161,308 -9,819 -6%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.36M 140,645 -25,402 -15%
OIA
25
Optimum Investment Advisors
Illinois
$1.28M 132,438 – –
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