Nuveen Municipal Value Fund
NUV
141 hedge funds and large institutions have $231M invested in Nuveen Municipal Value Fund in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 29 reducing their positions, and 18 closing their positions.
66% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 29
9% more capital invested
Capital invested by funds: $211M → $231M (+$19.6M)
0.26% more ownership
Funds ownership: 10.25% → 10.51% (+0.26%)
3% less funds holding
Funds holding: 145 → 141 (-4)
11% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 18
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair & Company
Chicago,
Illinois
|
+$2.37M |
| 2 |
JFGIW
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
+$2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.74M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$1.09M |
| 5 |
GIM
Greenwich Investment Management
Norwalk,
Connecticut
|
+$965K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$1.45M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$875K |
| 3 |
Morgan Stanley
New York
|
-$774K |
| 4 |
RVPG
Relative Value Partners Group
|
-$624K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$530K |
NUV Hedge Fund Activity: Q3 2017 in Review
141 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Value Fund (NUV) for Q3 2017, worth a combined $231M — up 9.3% from $211M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of NUV and 16 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 48 added.
The largest buyer was William Blair & Company, opening a new position worth an estimated $2.37M. The largest seller was Financial Enhancement Group, exiting entirely with an estimated $1.45M sold.
- 141 institutional investors held Nuveen Municipal Value Fund (NUV) as of Q3 2017, down from 145 in Q2 2017.
- Funds reported $231M of Nuveen Municipal Value Fund stock for Q3 2017, up 9.3% quarter-over-quarter.
- 16 funds opened new Nuveen Municipal Value Fund positions in Q3 2017 and 18 closed out, a net change of -2 holders.
- The largest Nuveen Municipal Value Fund buyer in Q3 2017 was William Blair & Company, an estimated $2.37M added.
- The largest Nuveen Municipal Value Fund seller in Q3 2017 was Financial Enhancement Group, an estimated $1.45M sold.
Based on aggregated 13F filings for Q3 2017.