NUW icon

Nuveen AMT-Free Municipal Value Fund
NUW

Overview Fund Activity

50 hedge funds and large institutions have $49.6M invested in Nuveen AMT-Free Municipal Value Fund in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 7 reducing their positions, and 7 closing their positions.

Holders
50
Holders Change
-1
Holders Change %
-1.96%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
21
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$550K
2
RCM
2
Rivernorth Capital Management
Florida
$1.86M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.26M
4
KAS
4
Kestra Advisory Services
Texas
$987K
5
TIM
5
Tortoise Investment Management
New York
$476K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$3.92M
2
GC
2
Guggenheim Capital
Illinois
$1.63M
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$620K
4
MC
4
Matisse Capital
Oregon
$0
5
Creative Planning
5
Creative Planning
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
26
Davenport & Co
Virginia
$307K – – –
HighTower Advisors
27
HighTower Advisors
Illinois
$254K +$1.46K +85 +0.6%
WAM
28
Wolverine Asset Management
Illinois
$204K +$48.9K +2,832 +32%
GVAG
29
Great Valley Advisor Group
Delaware
$201K +$201K +11,650 New
JFGIW
30
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$187K – – –
Osaic Holdings
31
Osaic Holdings
Arizona
$185K -$12.8K -740 -6%
DAS
32
Dynamic Advisor Solutions
Arizona
$176K +$176K +10,187 New
CFB
33
Cullen/Frost Bankers
Texas
$127K – – –
BAM
34
Belpointe Asset Management
Nevada
$118K – – –
CYG
35
Clean Yield Group
Vermont
$105K +$105K +6,087 New
NFG
36
Next Financial Group
Texas
$100K +$16.3K +945 +19%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$98K – – –
TJHA
38
Thomas J. Herzfeld Advisors
Florida
$86K – – –
Bessemer Group
39
Bessemer Group
New Jersey
$72K – – –
SWM
40
Spire Wealth Management
Virginia
$69K – – –
SPIA
41
Steward Partners Investment Advisory
New York
$63K -$98.6K -5,687 -61%
HI
42
Harbour Investments
Wisconsin
$62K – – –
Citigroup
43
Citigroup
New York
$55K +$365 +21 +0.7%
Kayne Anderson Rudnick Investment Management
44
Kayne Anderson Rudnick Investment Management
California
$48K – – –
SIAP
45
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$48K – – –
AWM
46
Avior Wealth Management
Nebraska
$45K – – –
JWA
47
JFS Wealth Advisors
Pennsylvania
$33K +$33K +1,900 New
JCM
48
Jacobi Capital Management
Pennsylvania
$10K +$72 +4 +0.7%
ANBT
49
American National Bank & Trust
Texas
$8K – – –
MC
50
Matisse Capital
Oregon
– -$221K -13,470 Closed
1
2
3