Nuveen AMT-Free Municipal Value Fund
NUW
48 hedge funds and large institutions have $51.4M invested in Nuveen AMT-Free Municipal Value Fund in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 10 closing their positions.
31% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 13
1.08% more ownership
Funds ownership: 16.19% → 17.28% (+1.1%)
4% more capital invested
Capital invested by funds: $49.5M → $51.4M (+$1.89M)
4% less funds holding
Funds holding: 50 → 48 (-2)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$740K |
| 2 |
TIM
Tortoise Investment Management
White Plains,
New York
|
+$676K |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$488K |
| 4 |
AFS
Access Financial Services
Minneapolis,
Minnesota
|
+$395K |
| 5 |
WAOTB
Wealth Advisors of Tampa Bay
Tampa,
Florida
|
+$334K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$570K |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$247K |
| 3 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$217K |
| 4 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$175K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$137K |
NUW Hedge Fund Activity: Q4 2021 in Review
48 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q4 2021, worth a combined $51.4M — up 3.8% from $49.5M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of NUW and 9 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 17 added.
The largest buyer was Ameriprise, adding an estimated $740K. The largest seller was Wells Fargo, cutting an estimated $570K.
- 48 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q4 2021, down from 50 in Q3 2021.
- Funds reported $51.4M of Nuveen AMT-Free Municipal Value Fund stock for Q4 2021, up 3.8% quarter-over-quarter.
- 9 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q4 2021 and 10 closed out, a net change of -1 holder.
- The largest Nuveen AMT-Free Municipal Value Fund buyer in Q4 2021 was Ameriprise, an estimated $740K added.
- The largest Nuveen AMT-Free Municipal Value Fund seller in Q4 2021 was Wells Fargo, an estimated $570K sold.
Based on aggregated 13F filings for Q4 2021.