Nuveen Municipal Value Fund
204 hedge funds and large institutions have $271M invested in Nuveen Municipal Value Fund in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 56 increasing their positions, 52 reducing their positions, and 21 closing their positions.
57% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 21
5% more funds holding
Funds holding: 195 → 204 (+9)
8% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 52
0.79% more ownership
Funds ownership: 12.62% → 13.42% (+0.79%)
3% less capital invested
Capital invested by funds: $280M → $271M (-$8.37M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$4.78M |
| 2 |
Morgan Stanley
New York
|
+$4.11M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$3.26M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.64M |
| 5 |
PCM
Prelude Capital Management
New York
|
+$1.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$3.68M |
| 2 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$1.46M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.07M |
| 4 |
V
Veritable
Wilmington,
Delaware
|
-$965K |
| 5 |
BL
BFSG LLC
Irvine,
California
|
-$756K |
NUV Hedge Fund Activity: Q1 2020 in Review
204 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Value Fund (NUV) for Q1 2020, worth a combined $271M — down 3% from $280M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new NUV positions and 21 closed out — a net gain of 12 holders — while 56 added to existing stakes and 52 trimmed.
The largest buyer was 1607 Capital Partners, opening a new position worth an estimated $4.78M. The largest seller was Stifel Financial, cutting an estimated $3.68M.
- 204 institutional investors held Nuveen Municipal Value Fund (NUV) as of Q1 2020, up from 195 in Q4 2019.
- Funds reported $271M of Nuveen Municipal Value Fund stock for Q1 2020, down 3% quarter-over-quarter.
- 33 funds opened new Nuveen Municipal Value Fund positions in Q1 2020 and 21 closed out, a net change of +12 holders.
- The largest Nuveen Municipal Value Fund buyer in Q1 2020 was 1607 Capital Partners, an estimated $4.78M added.
- The largest Nuveen Municipal Value Fund seller in Q1 2020 was Stifel Financial, an estimated $3.68M sold.
Based on aggregated 13F filings for Q1 2020.