Nuveen AMT-Free Municipal Value Fund
NUW
33 hedge funds and large institutions have $17.6M invested in Nuveen AMT-Free Municipal Value Fund in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
10% more funds holding
Funds holding: 30 → 33 (+3)
0.22% less ownership
Funds ownership: 7.08% → 6.87% (-0.22%)
4% less capital invested
Capital invested by funds: $18.4M → $17.6M (-$767K)
55% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$320K |
| 2 |
HH
Hilltop Holdings
Dallas,
Texas
|
+$178K |
| 3 |
NS
NewDay Solutions
Hampton,
New Hampshire
|
+$69.4K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$66.6K |
| 5 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$63.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCIA
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
-$357K |
| 2 |
Morgan Stanley
New York
|
-$232K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$157K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$136K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$122K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIA
26
Realta Investment Advisors
Wilmington,
Delaware
| $44K | – | – | – |
|
27
US Bancorp
Minneapolis,
Minnesota
| $23K | – | – | – |
|
|
ASN
28
Advisory Services Network
Atlanta,
Georgia
| $19K | – | – | – |
|
|
AG
29
Advisor Group
Phoenix,
Arizona
| $17K | – | – | – |
|
30
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $13K | – | – | – |
|
|
BFEC
31
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $12K | – | – | – |
|
|
AF
32
Advisornet Financial
Minnetonka,
Minnesota
| $6K | – | – | – |
|
|
FIA
33
FNY Investment Advisers
New York
| $2K | +$173 | +10 | +6% |
|
34
Citigroup
New York
| – | -$21K | -1,218 | Closed |
|
NUW Hedge Fund Activity: Q3 2019 in Review
33 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q3 2019, worth a combined $17.6M — down 4.2% from $18.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new NUW positions and 1 closed out — a net gain of 3 holders — while 5 added to existing stakes and 11 trimmed.
The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $320K. The largest seller was Hochman Cole Investment Advisors, cutting an estimated $357K.
- 33 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q3 2019, up from 30 in Q2 2019.
- Funds reported $17.6M of Nuveen AMT-Free Municipal Value Fund stock for Q3 2019, down 4.2% quarter-over-quarter.
- 4 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q3 2019 and 1 closed out, a net change of +3 holders.
- The largest Nuveen AMT-Free Municipal Value Fund buyer in Q3 2019 was Wolverine Asset Management, an estimated $320K added.
- The largest Nuveen AMT-Free Municipal Value Fund seller in Q3 2019 was Hochman Cole Investment Advisors, an estimated $357K sold.
Based on aggregated 13F filings for Q3 2019.