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Nuveen AMT-Free Municipal Value Fund
NUW

27 hedge funds and large institutions have $11.7M invested in Nuveen AMT-Free Municipal Value Fund in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

8% more funds holding

Funds holding: 25 → 27 (+2)

3% more capital invested

Capital invested by funds: $11.4M → $11.7M (+$394K)

0.78% more ownership

Funds ownership: 4.23% → 5.01% (+0.78%)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
6
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LCM
Laurion Capital Management
New York
+$1.46M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$553K
3
DA
Doliver Advisors
Texas
+$299K
4
WAM
Weiss Asset Management
Massachusetts
+$201K
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$184K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$475K
2
UBS Group
UBS Group
Switzerland
-$269K
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$210K
4
Bank of America
Bank of America
North Carolina
-$125K
5
RJA
Raymond James & Associates
Florida
-$82.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
26
US Bancorp
Minnesota
$23K – – –
SEI Investments
27
SEI Investments
Pennsylvania
$7K +$6.83K +407 New
Baird Financial Group
28
Baird Financial Group
Wisconsin
– -$210K -11,137 Closed
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
– -$22K -1,188 Closed
TRCT
30
Tower Research Capital (TRC)
New York
– -$11K -600 Closed
1
2

NUW Hedge Fund Activity: Q4 2016 in Review

27 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q4 2016, worth a combined $11.7M — up 3.5% from $11.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NUW positions and 3 closed out — a net gain of 3 holders — while 6 added to existing stakes and 8 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $1.46M. The largest seller was Morgan Stanley, cutting an estimated $475K.

  • 27 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q4 2016, up from 25 in Q3 2016.
  • Funds reported $11.7M of Nuveen AMT-Free Municipal Value Fund stock for Q4 2016, up 3.5% quarter-over-quarter.
  • 6 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q4 2016 and 3 closed out, a net change of +3 holders.
  • The largest Nuveen AMT-Free Municipal Value Fund buyer in Q4 2016 was Laurion Capital Management, an estimated $1.46M added.
  • The largest Nuveen AMT-Free Municipal Value Fund seller in Q4 2016 was Morgan Stanley, an estimated $475K sold.

Based on aggregated 13F filings for Q4 2016.