Nuveen Municipal Value Fund
218 hedge funds and large institutions have $315M invested in Nuveen Municipal Value Fund in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 54 reducing their positions, and 26 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
30% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 54
0.39% more ownership
Funds ownership: 17.54% → 17.93% (+0.39%)
3% less capital invested
Capital invested by funds: $325M → $315M (-$10.6M)
4% less funds holding
Funds holding: 227 → 218 (-9)
15% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$3.7M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.57M |
| 3 |
TA
Tiedemann Advisors
New York
|
+$2.35M |
| 4 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$1.51M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$864K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFGIW
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
-$2.36M |
| 2 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$1.93M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$787K |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$772K |
| 5 |
PWW
Pettyjohn Wood & White
Lynchburg,
Virginia
|
-$584K |
NUV Hedge Fund Activity: Q3 2022 in Review
218 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Value Fund (NUV) for Q3 2022, worth a combined $315M — down 3.3% from $325M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of NUV and 22 opened new positions — a net loss of 4 holders — while 54 trimmed existing stakes and 70 added.
The largest buyer was Rivernorth Capital Management, adding an estimated $3.7M. The largest seller was Johnson Financial Group Inc (Wisconsin), cutting an estimated $2.36M.
- 218 institutional investors held Nuveen Municipal Value Fund (NUV) as of Q3 2022, down from 227 in Q2 2022.
- Funds reported $315M of Nuveen Municipal Value Fund stock for Q3 2022, down 3.3% quarter-over-quarter.
- 22 funds opened new Nuveen Municipal Value Fund positions in Q3 2022 and 26 closed out, a net change of -4 holders.
- The largest Nuveen Municipal Value Fund buyer in Q3 2022 was Rivernorth Capital Management, an estimated $3.7M added.
- The largest Nuveen Municipal Value Fund seller in Q3 2022 was Johnson Financial Group Inc (Wisconsin), an estimated $2.36M sold.
Based on aggregated 13F filings for Q3 2022.