Nuveen Municipal Value Fund
153 hedge funds and large institutions have $228M invested in Nuveen Municipal Value Fund in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 38 reducing their positions, and 10 closing their positions.
120% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 10
93% more capital inflows, than outflows
Capital inflows: $14.4M | Capital outflows: $7.48M
11% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 38
9% more funds holding
Funds holding: 141 → 153 (+12)
0.33% more ownership
Funds ownership: 10.51% → 10.84% (+0.33%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
+$1.93M |
| 2 |
PWW
Pettyjohn Wood & White
Lynchburg,
Virginia
|
+$1.53M |
| 3 |
Cohen & Steers
New York
|
+$1.31M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$748K |
| 5 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
+$631K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair & Company
Chicago,
Illinois
|
-$2.38M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$878K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$808K |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$480K |
| 5 |
GIM
Greenwich Investment Management
Norwalk,
Connecticut
|
-$332K |
NUV Hedge Fund Activity: Q4 2017 in Review
153 of the 4,420 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Value Fund (NUV) for Q4 2017, worth a combined $228M — down 1.2% from $231M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new NUV positions and 10 closed out — a net gain of 12 holders — while 42 added to existing stakes and 38 trimmed.
The largest buyer was Johnson Financial Group Inc (Wisconsin), adding an estimated $1.93M. The largest seller was William Blair & Company, exiting entirely with an estimated $2.38M sold.
- 153 institutional investors held Nuveen Municipal Value Fund (NUV) as of Q4 2017, up from 141 in Q3 2017.
- Funds reported $228M of Nuveen Municipal Value Fund stock for Q4 2017, down 1.2% quarter-over-quarter.
- 22 funds opened new Nuveen Municipal Value Fund positions in Q4 2017 and 10 closed out, a net change of +12 holders.
- The largest Nuveen Municipal Value Fund buyer in Q4 2017 was Johnson Financial Group Inc (Wisconsin), an estimated $1.93M added.
- The largest Nuveen Municipal Value Fund seller in Q4 2017 was William Blair & Company, an estimated $2.38M sold.
Based on aggregated 13F filings for Q4 2017.