Nuveen AMT-Free Municipal Value Fund
NUW
34 hedge funds and large institutions have $18.2M invested in Nuveen AMT-Free Municipal Value Fund in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
3% more funds holding
Funds holding: 33 → 34 (+1)
3% more capital invested
Capital invested by funds: $17.6M → $18.2M (+$572K)
0.37% more ownership
Funds ownership: 6.87% → 7.24% (+0.37%)
0% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$566K |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$508K |
| 3 |
ACA
Ackerman Capital Advisors
Dallas,
Texas
|
+$492K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$397K |
| 5 |
VanEck Associates
New York
|
+$266K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$586K |
| 2 |
Morgan Stanley
New York
|
-$356K |
| 3 |
HCIA
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
-$206K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$172K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$168K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CYG
26
Clean Yield Group
Norwich,
Vermont
| $98K | +$101K | +6,045 | New |
|
|
SPIA
27
Steward Partners Investment Advisory
New York
| $87K | – | – | – |
|
|
NFG
28
Next Financial Group
Houston,
Texas
| $79K | – | – | – |
|
|
RIA
29
Realta Investment Advisors
Wilmington,
Delaware
| $45K | – | – | – |
|
30
US Bancorp
Minneapolis,
Minnesota
| $23K | – | – | – |
|
|
ASN
31
Advisory Services Network
Atlanta,
Georgia
| $19K | – | – | – |
|
32
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $12K | – | – | – |
|
|
TRCT
33
Tower Research Capital (TRC)
New York
| $11K | +$11.4K | +687 | New |
|
|
AF
34
Advisornet Financial
Minnetonka,
Minnesota
| $4K | -$2.5K | -150 | -39% |
|
|
HCIA
35
Hochman Cole Investment Advisors
Deerfield,
Illinois
| – | -$206K | -12,427 | Closed |
|
|
NS
36
NewDay Solutions
Hampton,
New Hampshire
| – | -$66K | -4,000 | Closed |
|
|
AIC
37
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$61K | -3,660 | Closed |
|
|
BFEC
38
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$12K | -728 | Closed |
|
|
FIA
39
FNY Investment Advisers
New York
| – | -$2K | -172 | Closed |
|
NUW Hedge Fund Activity: Q4 2019 in Review
34 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q4 2019, worth a combined $18.2M — up 3.2% from $17.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new NUW positions and 5 closed out — a net gain of 2 holders — while 9 added to existing stakes and 9 trimmed.
The largest buyer was Wolverine Asset Management, adding an estimated $566K. The largest seller was Ameriprise, cutting an estimated $586K.
- 34 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q4 2019, up from 33 in Q3 2019.
- Funds reported $18.2M of Nuveen AMT-Free Municipal Value Fund stock for Q4 2019, up 3.2% quarter-over-quarter.
- 7 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q4 2019 and 5 closed out, a net change of +2 holders.
- The largest Nuveen AMT-Free Municipal Value Fund buyer in Q4 2019 was Wolverine Asset Management, an estimated $566K added.
- The largest Nuveen AMT-Free Municipal Value Fund seller in Q4 2019 was Ameriprise, an estimated $586K sold.
Based on aggregated 13F filings for Q4 2019.