We are live on ! Find out more
NUW icon

Nuveen AMT-Free Municipal Value Fund
NUW

36 hedge funds and large institutions have $26.5M invested in Nuveen AMT-Free Municipal Value Fund in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

45% more capital invested

Capital invested by funds: $18.2M → $26.5M (+$8.27M)

6% more funds holding

Funds holding: 34 → 36 (+2)

3.67% more ownership

Funds ownership: 7.24% → 10.91% (+3.7%)

Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
11
Reduced
6
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
+$7.25M
2
WAM
Wakefield Asset Management
Colorado
+$960K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$537K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$490K
5
HCIA
Hochman Cole Investment Advisors
Illinois
+$391K

Top Sellers

Rank Fund Capital Flow
1
ACA
Ackerman Capital Advisors
Texas
-$478K
2
NP
NorthRock Partners
Minnesota
-$234K
3
HH
Hilltop Holdings
Texas
-$176K
4
Morgan Stanley
Morgan Stanley
New York
-$142K
5
LCM
Landscape Capital Management
New Jersey
-$57.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFB
26
Cullen/Frost Bankers
Texas
$115K – – –
BAM
27
Belpointe Asset Management
Nevada
$106K – – –
Osaic Holdings
28
Osaic Holdings
Arizona
$97K +$101K +6,250 New
CYG
29
Clean Yield Group
Vermont
$95K – – –
SPIA
30
Steward Partners Investment Advisory
New York
$84K – – –
TJHA
31
Thomas J. Herzfeld Advisors
Florida
$78K +$80.4K +5,000 New
NFG
32
Next Financial Group
Texas
$76K – – –
AIC
33
Ameritas Investment Company
Nebraska
$57K +$58.9K +3,660 New
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$32K +$20.9K +1,300 +170%
ASN
35
Advisory Services Network
Georgia
$18K – – –
ANBT
36
American National Bank & Trust
Texas
$14K +$14.2K +884 New
ACA
37
Ackerman Capital Advisors
Texas
– -$478K -29,532 Closed
NP
38
NorthRock Partners
Minnesota
– -$234K -14,436 Closed
HH
39
Hilltop Holdings
Texas
– -$176K -10,877 Closed
RIA
40
Realta Investment Advisors
Delaware
– -$45K -2,680 Closed
US Bancorp
41
US Bancorp
Minnesota
– -$23K -1,400 Closed
TRCT
42
Tower Research Capital (TRC)
New York
– -$11K -687 Closed
AF
43
Advisornet Financial
Minnesota
– -$4K -238 Closed
1
2

NUW Hedge Fund Activity: Q1 2020 in Review

36 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q1 2020, worth a combined $26.5M — up 45% from $18.2M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NUW positions and 7 closed out — a net gain of 4 holders — while 11 added to existing stakes and 6 trimmed.

The largest buyer was 1607 Capital Partners, opening a new position worth an estimated $7.25M. The largest seller was Ackerman Capital Advisors, exiting entirely with an estimated $478K sold.

  • 36 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q1 2020, up from 34 in Q4 2019.
  • Funds reported $26.5M of Nuveen AMT-Free Municipal Value Fund stock for Q1 2020, up 45% quarter-over-quarter.
  • 11 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q1 2020 and 7 closed out, a net change of +4 holders.
  • The largest Nuveen AMT-Free Municipal Value Fund buyer in Q1 2020 was 1607 Capital Partners, an estimated $7.25M added.
  • The largest Nuveen AMT-Free Municipal Value Fund seller in Q1 2020 was Ackerman Capital Advisors, an estimated $478K sold.

Based on aggregated 13F filings for Q1 2020.