Nuveen Municipal Value Fund
246 hedge funds and large institutions have $323M invested in Nuveen Municipal Value Fund in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 50 increasing their positions, 58 reducing their positions, and 16 closing their positions.
256% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 16
17% more funds holding
Funds holding: 211 → 246 (+35)
1.28% more ownership
Funds ownership: 13.75% → 15.02% (+1.3%)
0% more capital invested
Capital invested by funds: $322M → $323M (+$638K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
14% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 58
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$20.3M |
| 2 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$2.85M |
| 3 |
VanEck Associates
New York
|
+$2.18M |
| 4 |
BHTS
Bar Harbor Trust Services
Ellsworth,
Maine
|
+$1.98M |
| 5 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$1.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$3.63M |
| 2 |
DAM
Derbend Asset Management
Peachtree City,
Georgia
|
-$2.53M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.5M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.36M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$1.18M |
NUV Hedge Fund Activity: Q4 2021 in Review
246 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Value Fund (NUV) for Q4 2021, worth a combined $323M — up 0.2% from $322M a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new NUV positions and 16 closed out — a net gain of 41 holders — while 50 added to existing stakes and 58 trimmed.
The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $20.3M. The largest seller was UBS Group, cutting an estimated $3.63M.
- 246 institutional investors held Nuveen Municipal Value Fund (NUV) as of Q4 2021, up from 211 in Q3 2021.
- Funds reported $323M of Nuveen Municipal Value Fund stock for Q4 2021, up 0.2% quarter-over-quarter.
- 57 funds opened new Nuveen Municipal Value Fund positions in Q4 2021 and 16 closed out, a net change of +41 holders.
- The largest Nuveen Municipal Value Fund buyer in Q4 2021 was Rivernorth Capital Management, an estimated $20.3M added.
- The largest Nuveen Municipal Value Fund seller in Q4 2021 was UBS Group, an estimated $3.63M sold.
Based on aggregated 13F filings for Q4 2021.