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Nuveen AMT-Free Municipal Value Fund
NUW

50 hedge funds and large institutions have $49.5M invested in Nuveen AMT-Free Municipal Value Fund in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

0.2% more ownership

Funds ownership: 15.99% → 16.19% (+0.2%)

0% more funds holding

Funds holding: 50 → 50 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

0% less capital invested

Capital invested by funds: $49.6M → $49.5M (-$81.9K)

Holders
50
Holders Change
–
Holders Change %
0%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
18
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$705K
2
TIM
Tortoise Investment Management
New York
+$560K
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$433K
4
Ameriprise
Ameriprise
Minnesota
+$303K
5
AFS
Access Financial Services
Minnesota
+$277K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$550K
2
GC
Guggenheim Capital
Illinois
-$538K
3
HCIA
Hochman Cole Investment Advisors
Illinois
-$517K
4
Wells Fargo
Wells Fargo
California
-$291K
5
WAM
Wolverine Asset Management
Illinois
-$204K
Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
26
Access Financial Services
Minnesota
$275K +$277K +16,145 New
HighTower Advisors
27
HighTower Advisors
Illinois
$270K +$17K +992 +7%
GVAG
28
Great Valley Advisor Group
Delaware
$217K +$18.9K +1,100 +9%
JFGIW
29
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$185K – – –
Osaic Holdings
30
Osaic Holdings
Arizona
$181K -$841 -49 -0.5%
DAS
31
Dynamic Advisor Solutions
Arizona
$175K +$1.54K +90 +0.9%
ICMP
32
Integrated Capital Management (Pennsylvania)
Pennsylvania
$175K +$177K +10,321 New
CFB
33
Cullen/Frost Bankers
Texas
$125K – – –
BAM
34
Belpointe Asset Management
Nevada
$116K – – –
NFG
35
Next Financial Group
Texas
$109K +$10.1K +590 +10%
CYG
36
Clean Yield Group
Vermont
$104K +$721 +42 +0.7%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$96K – – –
SWM
38
Spire Wealth Management
Virginia
$68K – – –
SPIA
39
Steward Partners Investment Advisory
New York
$62K – – –
HI
40
Harbour Investments
Wisconsin
$61K – – –
Kayne Anderson Rudnick Investment Management
41
Kayne Anderson Rudnick Investment Management
California
$48K – – –
SIAP
42
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$48K – – –
AWM
43
Avior Wealth Management
Nebraska
$44K – – –
IWA
44
IBEX Wealth Advisors
New Jersey
$39K +$39.6K +2,305 New
JWA
45
JFS Wealth Advisors
Pennsylvania
$32K – – –
PWA
46
Phoenix Wealth Advisors
North Carolina
$31K +$30.9K +1,800 New
HA
47
Herold Advisors
New York
$18K +$19K +1,110 New
JCM
48
Jacobi Capital Management
Pennsylvania
$10K +$51 +3 +0.5%
CPC
49
Consolidated Planning Corp
Georgia
$2K +$2.09K +122 New
SIA
50
Sit Investment Associates
Minnesota
– -$550K -31,819 Closed
1
2
3

NUW Hedge Fund Activity: Q3 2021 in Review

50 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q3 2021, worth a combined $49.5M — down 0.17% from $49.6M a quarter earlier.

Fund positioning in NUW was balanced in Q3 2021: 6 funds opened new positions, 6 closed out, 18 added to existing stakes and 11 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $705K. The largest seller was Sit Investment Associates, exiting entirely with an estimated $550K sold.

  • 50 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $49.5M of Nuveen AMT-Free Municipal Value Fund stock for Q3 2021, down 0.17% quarter-over-quarter.
  • 6 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q3 2021 and 6 closed out, a net change of 0 holders.
  • The largest Nuveen AMT-Free Municipal Value Fund buyer in Q3 2021 was Rivernorth Capital Management, an estimated $705K added.
  • The largest Nuveen AMT-Free Municipal Value Fund seller in Q3 2021 was Sit Investment Associates, an estimated $550K sold.

Based on aggregated 13F filings for Q3 2021.