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Nuveen AMT-Free Municipal Value Fund

21 hedge funds and large institutions have $17.9M invested in Nuveen AMT-Free Municipal Value Fund in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

9% more capital invested

Capital invested by funds: $16.5M → $17.9M (+$1.43M)

0.48% more ownership

Funds ownership: 5.16%5.64% (+0.48%)

0% more funds holding

Funds holding: 2121 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
21
Holders Change
Holders Change %
0%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DSC
26
Duncker Streett & Co
Missouri
-$4K -294 Closed

NUW Hedge Fund Activity: Q1 2014 in Review

21 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q1 2014, worth a combined $17.9M — up 8.7% from $16.5M a quarter earlier.

Fund positioning in NUW was balanced in Q1 2014: 5 funds opened new positions, 5 closed out, 7 added to existing stakes and 4 trimmed.

The largest buyer was Bank of America, adding an estimated $853K. The largest seller was Prudential plc, exiting entirely with an estimated $371K sold.

  • 21 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q1 2014, unchanged from Q4 2013.
  • Funds reported $17.9M of Nuveen AMT-Free Municipal Value Fund stock for Q1 2014, up 8.7% quarter-over-quarter.
  • 5 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q1 2014 and 5 closed out, a net change of 0 holders.
  • The largest Nuveen AMT-Free Municipal Value Fund buyer in Q1 2014 was Bank of America, an estimated $853K added.
  • The largest Nuveen AMT-Free Municipal Value Fund seller in Q1 2014 was Prudential plc, an estimated $371K sold.

Based on aggregated 13F filings for Q1 2014.