Nuveen AMT-Free Municipal Value Fund
NUW
31 hedge funds and large institutions have $21.2M invested in Nuveen AMT-Free Municipal Value Fund in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 5 closing their positions.
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
0% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 9
1.29% less ownership
Funds ownership: 10.4% → 9.11% (-1.3%)
3% less funds holding
Funds holding: 32 → 31 (-1)
10% less capital invested
Capital invested by funds: $23.7M → $21.2M (-$2.41M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$833K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$578K |
| 3 |
CFB
Cullen/Frost Bankers
San Antonio,
Texas
|
+$115K |
| 4 |
LPL Financial
San Diego,
California
|
+$42.2K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$41.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$2.51M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.08M |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$332K |
| 4 |
MPI
Mairs & Power Inc
St Paul,
Minnesota
|
-$192K |
| 5 |
Koshinski Asset Management
Decatur,
Illinois
|
-$189K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $12K | – | – | – |
|
27
Bank of Montreal
Toronto,
Ontario, Canada
| $12K | +$11.9K | +757 | New |
|
|
AF
28
Advisornet Financial
Minnetonka,
Minnesota
| $6K | – | – | – |
|
|
FHB
29
First Hawaiian Bank
Honolulu,
Hawaii
| $5K | – | – | – |
|
|
FIA
30
FNY Investment Advisers
New York
| $2K | +$2.24K | +142 | New |
|
|
31
Koshinski Asset Management
Decatur,
Illinois
| $1.16K | -$189K | -11,981 | -14% |
|
|
32
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.08M | -73,175 | Closed |
|
|
LCM
33
Landscape Capital Management
Englewood,
New Jersey
| – | -$332K | -22,472 | Closed |
|
|
MPI
34
Mairs & Power Inc
St Paul,
Minnesota
| – | -$192K | -13,000 | Closed |
|
35
Fiera Capital (Canada)
Montreal,
Quebec, Canada
| – | -$167K | -11,286 | Closed |
|
|
WT
36
Whittier Trust
South Pasadena,
California
| – | -$103K | -7,000 | Closed |
|
NUW Hedge Fund Activity: Q1 2019 in Review
31 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q1 2019, worth a combined $21.2M — down 10% from $23.7M a quarter earlier.
Fund positioning in NUW was balanced in Q1 2019: 5 funds opened new positions, 5 closed out, 9 added to existing stakes and 9 trimmed.
The largest buyer was Wells Fargo, adding an estimated $833K. The largest seller was 1607 Capital Partners, cutting an estimated $2.51M.
- 31 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q1 2019, down from 32 in Q4 2018.
- Funds reported $21.2M of Nuveen AMT-Free Municipal Value Fund stock for Q1 2019, down 10% quarter-over-quarter.
- 5 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q1 2019 and 5 closed out, a net change of 0 holders.
- The largest Nuveen AMT-Free Municipal Value Fund buyer in Q1 2019 was Wells Fargo, an estimated $833K added.
- The largest Nuveen AMT-Free Municipal Value Fund seller in Q1 2019 was 1607 Capital Partners, an estimated $2.51M sold.
Based on aggregated 13F filings for Q1 2019.