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Nuveen AMT-Free Municipal Value Fund
NUW

36 hedge funds and large institutions have $37.6M invested in Nuveen AMT-Free Municipal Value Fund in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

18% more capital invested

Capital invested by funds: $31.8M → $37.6M (+$5.79M)

1.58% more ownership

Funds ownership: 13.17% → 14.76% (+1.6%)

0% more funds holding

Funds holding: 36 → 36 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
36
Holders Change
–
Holders Change %
0%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
14
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
+$3.25M
2
Wells Fargo
Wells Fargo
California
+$808K
3
WAOTB
Wealth Advisors of Tampa Bay
Florida
+$322K
4
Morgan Stanley
Morgan Stanley
New York
+$265K
5
HighTower Advisors
HighTower Advisors
Illinois
+$236K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$436K
2
BS
Boenning & Scattergood
Pennsylvania
-$372K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$259K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$182K
5
VanEck Associates
VanEck Associates
New York
-$59.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFB
26
Cullen/Frost Bankers
Texas
$120K – – –
BAM
27
Belpointe Asset Management
Nevada
$112K – – –
CYG
28
Clean Yield Group
Vermont
$99K – – –
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$93K +$516 +32 +0.6%
TJHA
30
Thomas J. Herzfeld Advisors
Florida
$82K – – –
NFG
31
Next Financial Group
Texas
$80K – – –
AWG
32
Altus Wealth Group
Colorado
$77K +$75.9K +4,705 New
SPIA
33
Steward Partners Investment Advisory
New York
$60K – – –
Osaic Holdings
34
Osaic Holdings
Arizona
$53K – – –
AWM
35
Avior Wealth Management
Nebraska
$43K +$42.6K +2,639 New
HNB
36
Huntington National Bank
Ohio
$17K – – –
ANBT
37
American National Bank & Trust
Texas
$15K – – –
BS
38
Boenning & Scattergood
Pennsylvania
– -$372K -23,300 Closed
M
39
MOTCO
Texas
– -$40K -2,500 Closed
ASN
40
Advisory Services Network
Georgia
– -$18K -1,150 Closed
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
– -$12K -764 Closed
1
2

NUW Hedge Fund Activity: Q4 2020 in Review

36 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q4 2020, worth a combined $37.6M — up 18% from $31.8M a quarter earlier.

Fund positioning in NUW was balanced in Q4 2020: 4 funds opened new positions, 4 closed out, 14 added to existing stakes and 9 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $3.25M. The largest seller was Guggenheim Capital, cutting an estimated $436K.

  • 36 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q4 2020, unchanged from Q3 2020.
  • Funds reported $37.6M of Nuveen AMT-Free Municipal Value Fund stock for Q4 2020, up 18% quarter-over-quarter.
  • 4 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q4 2020 and 4 closed out, a net change of 0 holders.
  • The largest Nuveen AMT-Free Municipal Value Fund buyer in Q4 2020 was 1607 Capital Partners, an estimated $3.25M added.
  • The largest Nuveen AMT-Free Municipal Value Fund seller in Q4 2020 was Guggenheim Capital, an estimated $436K sold.

Based on aggregated 13F filings for Q4 2020.