Nuveen Municipal Value Fund
161 hedge funds and large institutions have $234M invested in Nuveen Municipal Value Fund in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 38 increasing their positions, 38 reducing their positions, and 17 closing their positions.
59% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 17
5% more funds holding
Funds holding: 153 → 161 (+8)
1.05% more ownership
Funds ownership: 10.84% → 11.89% (+1%)
2% more capital invested
Capital invested by funds: $228M → $234M (+$5.59M)
0% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVPG
Relative Value Partners Group
|
+$5.02M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$3.9M |
| 3 |
TIM
Tortoise Investment Management
White Plains,
New York
|
+$2.48M |
| 4 |
JFGIW
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
+$2.47M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$2.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.43M |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$1.6M |
| 3 |
CSA
Cottage Street Advisors
Marion,
Massachusetts
|
-$473K |
| 4 |
BHTS
Bar Harbor Trust Services
Ellsworth,
Maine
|
-$304K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$290K |
NUV Hedge Fund Activity: Q1 2018 in Review
161 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Value Fund (NUV) for Q1 2018, worth a combined $234M — up 2.5% from $228M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new NUV positions and 17 closed out — a net gain of 10 holders — while 38 added to existing stakes and 38 trimmed.
The largest buyer was Relative Value Partners Group, adding an estimated $5.02M. The largest seller was Bank of America, cutting an estimated $2.43M.
- 161 institutional investors held Nuveen Municipal Value Fund (NUV) as of Q1 2018, up from 153 in Q4 2017.
- Funds reported $234M of Nuveen Municipal Value Fund stock for Q1 2018, up 2.5% quarter-over-quarter.
- 27 funds opened new Nuveen Municipal Value Fund positions in Q1 2018 and 17 closed out, a net change of +10 holders.
- The largest Nuveen Municipal Value Fund buyer in Q1 2018 was Relative Value Partners Group, an estimated $5.02M added.
- The largest Nuveen Municipal Value Fund seller in Q1 2018 was Bank of America, an estimated $2.43M sold.
Based on aggregated 13F filings for Q1 2018.