Nuveen Municipal Value Fund
211 hedge funds and large institutions have $316M invested in Nuveen Municipal Value Fund in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 49 reducing their positions, and 19 closing their positions.
21% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 19
20% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 49
1% more funds holding
Funds holding: 208 → 211 (+3)
3% more capital invested
Capital invested by funds: $305M → $316M (+$10.4M)
0.38% more ownership
Funds ownership: 13.32% → 13.7% (+0.38%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFG
Frisch Financial Group
Melville,
New York
|
+$7.84M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$6.1M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$3.26M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.84M |
| 5 |
BA
Ballew Advisors
Jackson,
Mississippi
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.12M |
| 2 |
Rockefeller Capital Management
New York
|
-$2.33M |
| 3 |
GCM
Granby Capital Management
Miami Beach,
Florida
|
-$2.22M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.3M |
| 5 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
-$985K |
NUV Hedge Fund Activity: Q1 2021 in Review
211 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Value Fund (NUV) for Q1 2021, worth a combined $316M — up 3.4% from $305M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new NUV positions and 19 closed out — a net gain of 4 holders — while 59 added to existing stakes and 49 trimmed.
The largest buyer was Frisch Financial Group, opening a new position worth an estimated $7.84M. The largest seller was Morgan Stanley, cutting an estimated $3.12M.
- 211 institutional investors held Nuveen Municipal Value Fund (NUV) as of Q1 2021, up from 208 in Q4 2020.
- Funds reported $316M of Nuveen Municipal Value Fund stock for Q1 2021, up 3.4% quarter-over-quarter.
- 23 funds opened new Nuveen Municipal Value Fund positions in Q1 2021 and 19 closed out, a net change of +4 holders.
- The largest Nuveen Municipal Value Fund buyer in Q1 2021 was Frisch Financial Group, an estimated $7.84M added.
- The largest Nuveen Municipal Value Fund seller in Q1 2021 was Morgan Stanley, an estimated $3.12M sold.
Based on aggregated 13F filings for Q1 2021.