NUW icon

Nuveen AMT-Free Municipal Value Fund
NUW

Overview Fund Activity

46 hedge funds and large institutions have $54.1M invested in Nuveen AMT-Free Municipal Value Fund in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
-2
Holders Change %
-4.17%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
22
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.9M
2
TIM
2
Tortoise Investment Management
New York
$3.44M
3
RCM
3
Rivernorth Capital Management
Florida
$4.14M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$1.23M
5
Ameriprise
5
Ameriprise
Minnesota
$4.31M

Top Sellers

1
WAOTB
1
Wealth Advisors of Tampa Bay
Florida
$0
2
GC
2
Guggenheim Capital
Illinois
$455K
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$185K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Creative Planning
5
Creative Planning
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
26
Davenport & Co
Virginia
$254K – – –
HighTower Advisors
27
HighTower Advisors
Illinois
$238K +$990 +67 +0.4%
Osaic Holdings
28
Osaic Holdings
Arizona
$234K +$90.6K +6,144 +63%
UBS Group
29
UBS Group
Switzerland
$223K +$9.42K +639 +4%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$185K -$339K -23,004 -65%
JFGIW
31
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$160K – – –
ICMP
32
Integrated Capital Management (Pennsylvania)
Pennsylvania
$152K -$11.1K -749 -7%
CFB
33
Cullen/Frost Bankers
Texas
$108K – – –
BAM
34
Belpointe Asset Management
Nevada
$100K – – –
CYG
35
Clean Yield Group
Vermont
$93K +$1.72K +116 +2%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$83K – – –
SIAP
37
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$41K +$41K +2,799 New
FPB
38
First PREMIER Bank
South Dakota
$39K +$39K +2,650 New
AWM
39
Avior Wealth Management
Nebraska
$38K – – –
LWP
40
Laurel Wealth Planning
Minnesota
$31K +$31K +2,100 New
SWM
41
Spire Wealth Management
Virginia
$30K – – –
FAG
42
Fortitude Advisory Group
Washington
$24K – – –
HA
43
Herold Advisors
New York
$16.4K +$16.4K +1,110 New
UB
44
UMB Bank
Missouri
$7K +$4.87K +316 +229%
PFS
45
Prospera Financial Services
Texas
$5K +$5K +308 New
FIA
46
FNY Investment Advisers
New York
$1K +$1K +100 New
WAOTB
47
Wealth Advisors of Tampa Bay
Florida
– -$663K -40,000 Closed
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
– -$253K -15,247 Closed
Creative Planning
49
Creative Planning
Kansas
– -$227K -13,664 Closed
ACA
50
Ackerman Capital Advisors
Texas
– -$225K -13,574 Closed
1
2
3