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Nuveen AMT-Free Municipal Value Fund
NUW

Overview Fund Activity

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.

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

1
1CP
1
1607 Capital Partners
Virginia
$17.5M
2
RCM
2
Rivernorth Capital Management
Florida
$1.31M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.65M
4
Wells Fargo
4
Wells Fargo
California
$4.23M
5
RIA
5
Realta Investment Advisors
Delaware
$402K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
HCIA
2
Hochman Cole Investment Advisors
Illinois
$905K
3
CYG
3
Clean Yield Group
Vermont
$0
4
AWG
4
Altus Wealth Group
Colorado
$0
5
GC
5
Guggenheim Capital
Illinois
$2.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
26
Matisse Capital
Oregon
$221K +$221K +13,470 New
Osaic Holdings
27
Osaic Holdings
Arizona
$188K +$135K +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 +$93.7K +5,687 +157%
WAM
31
Wolverine Asset Management
Illinois
$147K +$147K +8,979 New
TIM
32
Tortoise Investment Management
New York
$138K +$138K +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 +$68K +4,155 New
SWM
39
Spire Wealth Management
Virginia
$66K +$66K +4,000 New
AIC
40
Ameritas Investment Company
Nebraska
$60.3K +$60.3K +3,660 New
HI
41
Harbour Investments
Wisconsin
$59K +$59K +3,570 New
Citigroup
42
Citigroup
New York
$52K +$52K +3,140 New
SIAP
43
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$46K +$46K +2,799 New
Kayne Anderson Rudnick Investment Management
44
Kayne Anderson Rudnick Investment Management
California
$46K +$46K +2,800 New
AWM
45
Avior Wealth Management
Nebraska
$43K – – –
VBCG
46
Valley Brook Capital Group
Pennsylvania
$28K +$28K +1,749 New
HNB
47
Huntington National Bank
Ohio
$17K -$17K – –
JCM
48
Jacobi Capital Management
Pennsylvania
$9K +$9K +550 New
ANBT
49
American National Bank & Trust
Texas
$7K -$7K -442 -50%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$7K +$7K +451 New
1
2
3