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Nuveen AMT-Free Municipal Value Fund
NUW

37 hedge funds and large institutions have $16.9M invested in Nuveen AMT-Free Municipal Value Fund in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

28% more funds holding

Funds holding: 29 → 37 (+8)

0.07% less ownership

Funds ownership: 7.53% → 7.45% (-0.07%)

6% less capital invested

Capital invested by funds: $18.1M → $16.9M (-$1.17M)

Holders
37
Holders Change
+8
Holders Change %
+27.59%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
11
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
+$935K
2
LCM
Landscape Capital Management
New Jersey
+$491K
3
HCIA
Hochman Cole Investment Advisors
Illinois
+$429K
4
CRC
Curi RMB Capital
Illinois
+$386K
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$250K

Top Sellers

Rank Fund Capital Flow
1
LCM
Laurion Capital Management
New York
-$2.38M
2
Invesco
Invesco
Georgia
-$812K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$277K
4
HH
Hilltop Holdings
Texas
-$184K
5
SG Americas Securities
SG Americas Securities
New York
-$178K
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
26
Whittier Trust
California
$103K – – –
BAM
27
Belpointe Asset Management
Nevada
$100K +$104K +6,800 New
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$79K +$366 +24 +0.5%
NFG
29
Next Financial Group
Texas
$75K +$77.2K +5,065 New
RFC
30
Regions Financial Corp
Alabama
$69K – – –
IFAM
31
Institutional & Family Asset Management
Colorado
$46K +$519 +34 +1%
US Bancorp
32
US Bancorp
Minnesota
$37K – – –
SWP
33
Stratos Wealth Partners
Ohio
$21K +$21.4K +1,400 New
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$11K – – –
AF
35
Advisornet Financial
Minnesota
$6K – – –
FHB
36
First Hawaiian Bank
Hawaii
$5K +$4.96K +325 New
FIA
37
FNY Investment Advisers
New York
$1K – – –
HH
38
Hilltop Holdings
Texas
– -$184K -11,754 Closed
SG Americas Securities
39
SG Americas Securities
New York
– -$178K -11,368 Closed
SEI Investments
40
SEI Investments
Pennsylvania
– -$32K -2,075 Closed
1
2

NUW Hedge Fund Activity: Q3 2018 in Review

37 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q3 2018, worth a combined $16.9M — down 6.5% from $18.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NUW positions and 3 closed out — a net gain of 8 holders — while 11 added to existing stakes and 7 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $935K. The largest seller was Laurion Capital Management, cutting an estimated $2.38M.

  • 37 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q3 2018, up from 29 in Q2 2018.
  • Funds reported $16.9M of Nuveen AMT-Free Municipal Value Fund stock for Q3 2018, down 6.5% quarter-over-quarter.
  • 11 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q3 2018 and 3 closed out, a net change of +8 holders.
  • The largest Nuveen AMT-Free Municipal Value Fund buyer in Q3 2018 was Wolverine Asset Management, an estimated $935K added.
  • The largest Nuveen AMT-Free Municipal Value Fund seller in Q3 2018 was Laurion Capital Management, an estimated $2.38M sold.

Based on aggregated 13F filings for Q3 2018.