Nuveen AMT-Free Municipal Value Fund
NUW
36 hedge funds and large institutions have $31.8M invested in Nuveen AMT-Free Municipal Value Fund in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
63% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 8
13% more funds holding
Funds holding: 32 → 36 (+4)
2% more capital invested
Capital invested by funds: $31.2M → $31.8M (+$648K)
0.33% more ownership
Funds ownership: 12.85% → 13.17% (+0.33%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$423K |
| 2 |
BS
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
+$373K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$286K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$202K |
| 5 |
HCIA
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
+$193K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$850K |
| 2 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$304K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$117K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$82.6K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
-$28.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CYG
26
Clean Yield Group
Norwich,
Vermont
| $97K | – | – | – |
|
27
Rockefeller Capital Management
New York
| $90K | +$336 | +21 | +0.4% |
|
|
TJHA
28
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $81K | – | – | – |
|
|
NFG
29
Next Financial Group
Houston,
Texas
| $78K | +$77.7K | +4,859 | New |
|
|
SPIA
30
Steward Partners Investment Advisory
New York
| $58K | -$28.1K | -1,755 | -33% |
|
31
Osaic Holdings
Scottsdale,
Arizona
| $51K | – | – | – |
|
|
M
32
MOTCO
San Antonio,
Texas
| $40K | +$40K | +2,500 | New |
|
|
ASN
33
Advisory Services Network
Atlanta,
Georgia
| $18K | +$18.4K | +1,150 | New |
|
|
HNB
34
Huntington National Bank
Columbus,
Ohio
| $17K | – | – | – |
|
|
ANBT
35
American National Bank & Trust
Wichita Falls,
Texas
| $14K | – | – | – |
|
36
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $12K | – | – | – |
|
37
Koshinski Asset Management
Decatur,
Illinois
| $837 | +$432 | +27 | +0.1% |
|
|
WAM
38
Wolverine Asset Management
Chicago,
Illinois
| – | -$850K | -54,337 | Closed |
|
|
AA
39
AQR Arbitrage
Greenwich,
Connecticut
| – | -$304K | -19,396 | Closed |
|
NUW Hedge Fund Activity: Q3 2020 in Review
36 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q3 2020, worth a combined $31.8M — up 2.1% from $31.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new NUW positions and 2 closed out — a net gain of 4 holders — while 13 added to existing stakes and 8 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $423K. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $850K sold.
- 36 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q3 2020, up from 32 in Q2 2020.
- Funds reported $31.8M of Nuveen AMT-Free Municipal Value Fund stock for Q3 2020, up 2.1% quarter-over-quarter.
- 6 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q3 2020 and 2 closed out, a net change of +4 holders.
- The largest Nuveen AMT-Free Municipal Value Fund buyer in Q3 2020 was Susquehanna International Group, an estimated $423K added.
- The largest Nuveen AMT-Free Municipal Value Fund seller in Q3 2020 was Wolverine Asset Management, an estimated $850K sold.
Based on aggregated 13F filings for Q3 2020.