Nuveen AMT-Free Municipal Value Fund
NUW
27 hedge funds and large institutions have $16.5M invested in Nuveen AMT-Free Municipal Value Fund in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
23% more funds holding
Funds holding: 22 → 27 (+5)
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
11% more capital invested
Capital invested by funds: $14.8M → $16.5M (+$1.69M)
0.77% more ownership
Funds ownership: 5.75% → 6.53% (+0.77%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$796K |
| 2 |
LCM
Laurion Capital Management
New York
|
+$617K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$289K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$219K |
| 5 |
JFGIW
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
+$189K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$182K |
| 2 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$72.8K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$58K |
| 4 |
Koshinski Asset Management
Decatur,
Illinois
|
-$52.2K |
| 5 |
NFG
Next Financial Group
Houston,
Texas
|
-$34.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $13K | – | – | – |
|
|
AF
27
Advisornet Financial
Minnetonka,
Minnesota
| $7K | +$6.75K | +388 | New |
|
|
BCM
28
Blume Capital Management
Berkeley,
California
| – | -$28K | -1,592 | Closed |
|
NUW Hedge Fund Activity: Q4 2017 in Review
27 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q4 2017, worth a combined $16.5M — up 11% from $14.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new NUW positions and 1 closed out — a net gain of 5 holders — while 9 added to existing stakes and 8 trimmed.
The largest buyer was Ameriprise, adding an estimated $796K. The largest seller was Morgan Stanley, cutting an estimated $182K.
- 27 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q4 2017, up from 22 in Q3 2017.
- Funds reported $16.5M of Nuveen AMT-Free Municipal Value Fund stock for Q4 2017, up 11% quarter-over-quarter.
- 6 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q4 2017 and 1 closed out, a net change of +5 holders.
- The largest Nuveen AMT-Free Municipal Value Fund buyer in Q4 2017 was Ameriprise, an estimated $796K added.
- The largest Nuveen AMT-Free Municipal Value Fund seller in Q4 2017 was Morgan Stanley, an estimated $182K sold.
Based on aggregated 13F filings for Q4 2017.