Nuveen AMT-Free Municipal Value Fund
NUW
29 hedge funds and large institutions have $18.1M invested in Nuveen AMT-Free Municipal Value Fund in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
21% more capital invested
Capital invested by funds: $14.9M → $18.1M (+$3.19M)
21% more funds holding
Funds holding: 24 → 29 (+5)
1.45% more ownership
Funds ownership: 6.08% → 7.53% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Laurion Capital Management
New York
|
+$2.66M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$771K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$253K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$240K |
| 5 |
MPI
Mairs & Power Inc
St Paul,
Minnesota
|
+$204K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$744K |
| 2 |
OFS
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
-$122K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$121K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$88K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$73.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
SEI Investments
Oaks,
Pennsylvania
| $32K | +$32.6K | +2,075 | New |
|
27
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $12K | – | – | – |
|
|
AF
28
Advisornet Financial
Minnetonka,
Minnesota
| $6K | – | – | – |
|
|
FIA
29
FNY Investment Advisers
New York
| $1K | +$1.41K | +90 | New |
|
|
OFS
30
Orrstown Financial Services
Harrisburg,
Pennsylvania
| – | -$122K | -7,665 | Closed |
|
NUW Hedge Fund Activity: Q2 2018 in Review
29 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q2 2018, worth a combined $18.1M — up 21% from $14.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new NUW positions and 1 closed out — a net gain of 5 holders — while 10 added to existing stakes and 7 trimmed.
The largest buyer was Laurion Capital Management, adding an estimated $2.66M. The largest seller was Invesco, cutting an estimated $744K.
- 29 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q2 2018, up from 24 in Q1 2018.
- Funds reported $18.1M of Nuveen AMT-Free Municipal Value Fund stock for Q2 2018, up 21% quarter-over-quarter.
- 6 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q2 2018 and 1 closed out, a net change of +5 holders.
- The largest Nuveen AMT-Free Municipal Value Fund buyer in Q2 2018 was Laurion Capital Management, an estimated $2.66M added.
- The largest Nuveen AMT-Free Municipal Value Fund seller in Q2 2018 was Invesco, an estimated $744K sold.
Based on aggregated 13F filings for Q2 2018.