Nuveen Municipal Value Fund
123 hedge funds and large institutions have $176M invested in Nuveen Municipal Value Fund in 2015 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 11 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
27% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 11
2% more funds holding
Funds holding: 121 → 123 (+2)
6% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 32
3% more capital invested
Capital invested by funds: $170M → $176M (+$5.46M)
0.11% more ownership
Funds ownership: 8.61% → 8.72% (+0.11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$880K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$809K |
| 3 |
Morgan Stanley
New York
|
+$724K |
| 4 |
RC
Roundview Capital
Princeton,
New Jersey
|
+$718K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$591K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
-$435K |
| 2 |
ICAS
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
-$399K |
| 3 |
SWM
Stockman Wealth Management
Billings,
Montana
|
-$351K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$347K |
| 5 |
JIR
James Investment Research
Alpha,
Ohio
|
-$299K |
NUV Hedge Fund Activity: Q3 2015 in Review
123 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Value Fund (NUV) for Q3 2015, worth a combined $176M — up 3.2% from $170M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new NUV positions and 11 closed out — a net gain of 3 holders — while 34 added to existing stakes and 32 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $880K. The largest seller was Great Lakes Advisors, exiting entirely with an estimated $435K sold.
- 123 institutional investors held Nuveen Municipal Value Fund (NUV) as of Q3 2015, up from 121 in Q2 2015.
- Funds reported $176M of Nuveen Municipal Value Fund stock for Q3 2015, up 3.2% quarter-over-quarter.
- 14 funds opened new Nuveen Municipal Value Fund positions in Q3 2015 and 11 closed out, a net change of +3 holders.
- The largest Nuveen Municipal Value Fund buyer in Q3 2015 was Raymond James Financial Services Advisors, an estimated $880K added.
- The largest Nuveen Municipal Value Fund seller in Q3 2015 was Great Lakes Advisors, an estimated $435K sold.
Based on aggregated 13F filings for Q3 2015.