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Nuveen AMT-Free Municipal Value Fund
NUW

51 hedge funds and large institutions have $45.5M invested in Nuveen AMT-Free Municipal Value Fund in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

280% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 5

42% more funds holding

Funds holding: 36 → 51 (+15)

21% more capital invested

Capital invested by funds: $37.6M → $45.5M (+$7.89M)

0.62% more ownership

Funds ownership: 14.76% → 15.38% (+0.62%)

Holders
51
Holders Change
+15
Holders Change %
+41.67%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
19
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
+$1.68M
2
RCM
Rivernorth Capital Management
Florida
+$1.31M
3
Morgan Stanley
Morgan Stanley
New York
+$1.19M
4
Wells Fargo
Wells Fargo
California
+$745K
5
RIA
Realta Investment Advisors
Delaware
+$403K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$171K
2
HCIA
Hochman Cole Investment Advisors
Illinois
-$165K
3
CYG
Clean Yield Group
Vermont
-$99K
4
AWG
Altus Wealth Group
Colorado
-$77K
5
GC
Guggenheim Capital
Illinois
-$57.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
MC
26
Matisse Capital
Oregon
$221K +$223K +13,470 New
Osaic Holdings
27
Osaic Holdings
Arizona
$188K +$136K +8,222 +257%
Creative Planning
28
Creative Planning
Kansas
$180K +$180K +10,895 New
JFGIW
29
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$179K – – –
SPIA
30
Steward Partners Investment Advisory
New York
$154K +$94K +5,687 +157%
WAM
31
Wolverine Asset Management
Illinois
$147K +$148K +8,979 New
TIM
32
Tortoise Investment Management
New York
$138K +$139K +8,384 New
CFB
33
Cullen/Frost Bankers
Texas
$121K – – –
BAM
34
Belpointe Asset Management
Nevada
$112K – – –
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$93K – – –
TJHA
36
Thomas J. Herzfeld Advisors
Florida
$82K – – –
NFG
37
Next Financial Group
Texas
$80K – – –
Bessemer Group
38
Bessemer Group
New Jersey
$68K +$68.6K +4,155 New
SWM
39
Spire Wealth Management
Virginia
$66K +$66.1K +4,000 New
AIC
40
Ameritas Investment Company
Nebraska
$60.3K +$60.5K +3,660 New
HI
41
Harbour Investments
Wisconsin
$59K +$59K +3,570 New
Citigroup
42
Citigroup
New York
$52K +$51.9K +3,140 New
SIAP
43
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$46K +$46.2K +2,799 New
Kayne Anderson Rudnick Investment Management
44
Kayne Anderson Rudnick Investment Management
California
$46K +$46.3K +2,800 New
AWM
45
Avior Wealth Management
Nebraska
$43K – – –
VBCG
46
Valley Brook Capital Group
Pennsylvania
$28K +$28.9K +1,749 New
HNB
47
Huntington National Bank
Ohio
$17K – – –
JCM
48
Jacobi Capital Management
Pennsylvania
$9K +$9.09K +550 New
ANBT
49
American National Bank & Trust
Texas
$7K -$7.3K -442 -50%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$7K +$7.45K +451 New
1
2
3

NUW Hedge Fund Activity: Q1 2021 in Review

51 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q1 2021, worth a combined $45.5M — up 21% from $37.6M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NUW positions and 3 closed out — a net gain of 15 holders — while 19 added to existing stakes and 5 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $1.68M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $171K sold.

  • 51 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q1 2021, up from 36 in Q4 2020.
  • Funds reported $45.5M of Nuveen AMT-Free Municipal Value Fund stock for Q1 2021, up 21% quarter-over-quarter.
  • 18 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q1 2021 and 3 closed out, a net change of +15 holders.
  • The largest Nuveen AMT-Free Municipal Value Fund buyer in Q1 2021 was 1607 Capital Partners, an estimated $1.68M added.
  • The largest Nuveen AMT-Free Municipal Value Fund seller in Q1 2021 was Susquehanna International Group, an estimated $171K sold.

Based on aggregated 13F filings for Q1 2021.