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Nuveen Municipal Value Fund

232 hedge funds and large institutions have $443M invested in Nuveen Municipal Value Fund in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 45 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 45

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.5% less ownership

Funds ownership: 24.84%24.35% (-0.5%)

4% less funds holding

Funds holding: 242232 (-10)

19% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 31

76% less capital invested

Capital invested by funds: $1.83B → $443M (-$1.39B)

Holders
232
Holders Change
-10
Holders Change %
-4.13%
% of All Funds
3.11%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
25
Increased
83
Reduced
45
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$67.8M -$10M -1,141,682 -13%
UBS Group
2
UBS Group
Switzerland
$60.4M +$2.03M +232,095 +3%
Morgan Stanley
3
Morgan Stanley
New York
$39.8M -$342K -39,063 -0.9%
1CP
4
1607 Capital Partners
Virginia
$23.8M +$552K +63,018 +2%
Raymond James Financial
5
Raymond James Financial
Florida
$20.2M -$52.5K -5,990 -0.3%
Kovitz Investment Group Partners
6
Kovitz Investment Group Partners
Illinois
$17.6M +$500K +57,097 +3%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$15.1M +$3.23M +368,559 +27%
Wells Fargo
8
Wells Fargo
California
$13.7M +$2.11M +241,134 +18%
GC
9
Guggenheim Capital
Illinois
$13.2M +$599K +68,307 +5%
TIM
10
Tortoise Investment Management
New York
$11.9M -$4.19M -478,299 -26%
LPL Financial
11
LPL Financial
California
$10.1M +$931K +106,291 +10%
GCM
12
Granby Capital Management
Florida
$9.65M
VanEck Associates
13
VanEck Associates
New York
$8.73M -$2.12M -242,384 -20%
Bank of America
14
Bank of America
North Carolina
$8.31M +$567K +64,680 +7%
CPIG
15
Chicago Partners Investment Group
Illinois
$6.86M +$999 +114 +0%
Stifel Financial
16
Stifel Financial
Missouri
$5.94M +$1.36M +154,868 +30%
TNA
17
True North Advisors
Texas
$4.48M +$4.48M +510,777 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$4.47M +$230K +26,282 +5%
BAM
19
Broyhill Asset Management
North Carolina
$4.42M +$3.64K +415 +0.1%
CPC
20
Congress Park Capital
New York
$4.41M +$526K +60,000 +14%
PFS
21
Prospera Financial Services
Texas
$4.21M -$623K -71,106 -13%
AAM
22
Advisors Asset Management
Colorado
$4.16M -$567K -64,745 -12%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.89M -$220K -25,089 -5%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$3.73M +$142K +16,171 +4%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$3.43M -$43.8K -5,000 -1%

NUV Hedge Fund Activity: Q1 2025 in Review

232 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Value Fund (NUV) for Q1 2025, worth a combined $443M — down 76% from $1.83B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of NUV and 25 opened new positions — a net loss of 6 holders — while 45 trimmed existing stakes and 83 added.

The largest buyer was True North Advisors, opening a new position worth an estimated $4.48M. The largest seller was Rivernorth Capital Management, cutting an estimated $10M.

  • 232 institutional investors held Nuveen Municipal Value Fund (NUV) as of Q1 2025, down from 242 in Q4 2024.
  • Funds reported $443M of Nuveen Municipal Value Fund stock for Q1 2025, down 76% quarter-over-quarter.
  • 25 funds opened new Nuveen Municipal Value Fund positions in Q1 2025 and 31 closed out, a net change of -6 holders.
  • The largest Nuveen Municipal Value Fund buyer in Q1 2025 was True North Advisors, an estimated $4.48M added.
  • The largest Nuveen Municipal Value Fund seller in Q1 2025 was Rivernorth Capital Management, an estimated $10M sold.

Based on aggregated 13F filings for Q1 2025.