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Nuveen AMT-Free Municipal Value Fund
NUW

32 hedge funds and large institutions have $23.7M invested in Nuveen AMT-Free Municipal Value Fund in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

40% more capital invested

Capital invested by funds: $16.9M → $23.7M (+$6.72M)

2.95% more ownership

Funds ownership: 7.45% → 10.4% (+2.9%)

14% less funds holding

Funds holding: 37 → 32 (-5)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
32
Holders Change
-5
Holders Change %
-13.51%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
12
Reduced
8
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
+$6.37M
2
Ameriprise
Ameriprise
Minnesota
+$1.62M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.07M
4
Wells Fargo
Wells Fargo
California
+$783K
5
GC
Guggenheim Capital
Illinois
+$438K

Top Sellers

Rank Fund Capital Flow
1
LCM
Laurion Capital Management
New York
-$1.13M
2
WAM
Wolverine Asset Management
Illinois
-$905K
3
Invesco
Invesco
Georgia
-$715K
4
CRC
Curi RMB Capital
Illinois
-$373K
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$336K
Name Holding Trade Value Shares
Change 		Change in
Stake
RFC
26
Regions Financial Corp
Alabama
$69K – – –
NS
27
NewDay Solutions
New Hampshire
$59K +$58.6K +4,000 New
US Bancorp
28
US Bancorp
Minnesota
$21K -$15.5K -1,059 -43%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$11K – – –
BFEC
30
Benjamin F. Edwards & Company
Missouri
$11K +$10.7K +728 New
AF
31
Advisornet Financial
Minnesota
$6K – – –
FHB
32
First Hawaiian Bank
Hawaii
$5K – – –
LCM
33
Laurion Capital Management
New York
– -$1.13M -76,340 Closed
WAM
34
Wolverine Asset Management
Illinois
– -$905K -61,318 Closed
Invesco
35
Invesco
Georgia
– -$715K -48,475 Closed
CRC
36
Curi RMB Capital
Illinois
– -$373K -25,287 Closed
TSS
37
Two Sigma Securities
New York
– -$151K -10,263 Closed
BAM
38
Belpointe Asset Management
Nevada
– -$100K -6,800 Closed
IFAM
39
Institutional & Family Asset Management
Colorado
– -$46K -3,137 Closed
SWP
40
Stratos Wealth Partners
Ohio
– -$21K -1,400 Closed
FIA
41
FNY Investment Advisers
New York
– -$1K -90 Closed
1
2

NUW Hedge Fund Activity: Q4 2018 in Review

32 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q4 2018, worth a combined $23.7M — up 40% from $16.9M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of NUW and 4 opened new positions — a net loss of 5 holders — while 8 trimmed existing stakes and 12 added.

The largest buyer was 1607 Capital Partners, adding an estimated $6.37M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $1.13M sold.

  • 32 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q4 2018, down from 37 in Q3 2018.
  • Funds reported $23.7M of Nuveen AMT-Free Municipal Value Fund stock for Q4 2018, up 40% quarter-over-quarter.
  • 4 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q4 2018 and 9 closed out, a net change of -5 holders.
  • The largest Nuveen AMT-Free Municipal Value Fund buyer in Q4 2018 was 1607 Capital Partners, an estimated $6.37M added.
  • The largest Nuveen AMT-Free Municipal Value Fund seller in Q4 2018 was Laurion Capital Management, an estimated $1.13M sold.

Based on aggregated 13F filings for Q4 2018.