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Nuveen Municipal Value Fund

242 hedge funds and large institutions have $1.83B invested in Nuveen Municipal Value Fund in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 62 increasing their positions, 64 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more capital invested

Capital invested by funds: $432M → $1.83B (+$1.4B)

74% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 27

6% more funds holding

Funds holding: 228242 (+14)

1.73% more ownership

Funds ownership: 23.12%24.84% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 64

Holders
242
Holders Change
+14
Holders Change %
+6.14%
% of All Funds
3.19%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
47
Increased
62
Reduced
64
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.39B -$148K -16,671 -9%
RCM
2
Rivernorth Capital Management
Florida
$76.2M +$12.9M +1,455,687 +20%
UBS Group
3
UBS Group
Switzerland
$57.1M +$4.09M +460,016 +7%
Morgan Stanley
4
Morgan Stanley
New York
$39.4M -$239K -26,894 -0.6%
1CP
5
1607 Capital Partners
Virginia
$22.8M +$4.68M +526,883 +25%
Raymond James Financial
6
Raymond James Financial
Florida
$19.9M +$20.5M +2,313,639 New
Kovitz Investment Group Partners
7
Kovitz Investment Group Partners
Illinois
$16.8M +$7.11M +800,998 +69%
TIM
8
Tortoise Investment Management
New York
$15.8M -$1.22M -137,051 -7%
GC
9
Guggenheim Capital
Illinois
$12.4M -$1.14M -128,050 -8%
HWAM
10
Hennion & Walsh Asset Management
New Jersey
$11.6M +$4.06M +457,422 +51%
Wells Fargo
11
Wells Fargo
California
$11.4M +$236K +26,623 +2%
VanEck Associates
12
VanEck Associates
New York
$10.6M +$464K +52,200 +4%
GCM
13
Granby Capital Management
Florida
$9.45M -$1.78M -200,000 -15%
LPL Financial
14
LPL Financial
California
$9.01M -$1.64M -184,984 -15%
Bank of America
15
Bank of America
North Carolina
$7.58M -$94.9K -10,686 -1%
CPIG
16
Chicago Partners Investment Group
Illinois
$6.82M +$385K +43,377 +6%
PFS
17
Prospera Financial Services
Texas
$4.73M -$272K -30,579 -5%
EP
18
Essential Planning
New Hampshire
$4.69M +$4.69M +527,488 New
AAM
19
Advisors Asset Management
Colorado
$4.63M -$1.12M -125,956 -19%
Stifel Financial
20
Stifel Financial
Missouri
$4.49M +$151K +16,960 +3%
BAM
21
Broyhill Asset Management
North Carolina
$4.33M +$4.47M +503,759 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$4.15M +$42.4K +4,773 +1%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$4.02M -$12.6K -1,414 -0.3%
CPC
24
Congress Park Capital
New York
$3.8M +$1.04M +117,500 +36%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$3.51M -$226K -25,427 -6%

NUV Hedge Fund Activity: Q4 2024 in Review

242 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Value Fund (NUV) for Q4 2024, worth a combined $1.83B — up 324% from $432M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new NUV positions and 27 closed out — a net gain of 20 holders — while 62 added to existing stakes and 64 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $12.9M. The largest seller was True North Advisors, exiting entirely with an estimated $4.61M sold.

  • 242 institutional investors held Nuveen Municipal Value Fund (NUV) as of Q4 2024, up from 228 in Q3 2024.
  • Funds reported $1.83B of Nuveen Municipal Value Fund stock for Q4 2024, up 324% quarter-over-quarter.
  • 47 funds opened new Nuveen Municipal Value Fund positions in Q4 2024 and 27 closed out, a net change of +20 holders.
  • The largest Nuveen Municipal Value Fund buyer in Q4 2024 was Rivernorth Capital Management, an estimated $12.9M added.
  • The largest Nuveen Municipal Value Fund seller in Q4 2024 was True North Advisors, an estimated $4.61M sold.

Based on aggregated 13F filings for Q4 2024.