Nuveen Municipal Value Fund
163 hedge funds and large institutions have $361M invested in Nuveen Municipal Value Fund in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 42 reducing their positions, and 10 closing their positions.
120% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 10
47% more capital invested
Capital invested by funds: $245M → $361M (+$116M)
8% more funds holding
Funds holding: 151 → 163 (+12)
10% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 42
0.49% more ownership
Funds ownership: 12.39% → 12.88% (+0.49%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFPIA
Stevens First Principles Investment Advisors
Newport Beach,
California
|
+$2.83M |
| 2 |
RVPG
Relative Value Partners Group
|
+$2.78M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$2.01M |
| 4 |
Koshinski Asset Management
Decatur,
Illinois
|
+$1.17M |
| 5 |
Morgan Stanley
New York
|
+$1.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$3.83M |
| 2 |
SFWA
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
-$1.57M |
| 3 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
-$1.17M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$897K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$856K |
NUV Hedge Fund Activity: Q3 2018 in Review
163 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Value Fund (NUV) for Q3 2018, worth a combined $361M — up 47% from $245M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new NUV positions and 10 closed out — a net gain of 12 holders — while 46 added to existing stakes and 42 trimmed.
The largest buyer was Stevens First Principles Investment Advisors, adding an estimated $2.83M. The largest seller was Baird Financial Group, cutting an estimated $3.83M.
- 163 institutional investors held Nuveen Municipal Value Fund (NUV) as of Q3 2018, up from 151 in Q2 2018.
- Funds reported $361M of Nuveen Municipal Value Fund stock for Q3 2018, up 47% quarter-over-quarter.
- 22 funds opened new Nuveen Municipal Value Fund positions in Q3 2018 and 10 closed out, a net change of +12 holders.
- The largest Nuveen Municipal Value Fund buyer in Q3 2018 was Stevens First Principles Investment Advisors, an estimated $2.83M added.
- The largest Nuveen Municipal Value Fund seller in Q3 2018 was Baird Financial Group, an estimated $3.83M sold.
Based on aggregated 13F filings for Q3 2018.