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Nuveen AMT-Free Municipal Value Fund
NUW

43 hedge funds and large institutions have $62.8M invested in Nuveen AMT-Free Municipal Value Fund in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

16% more capital invested

Capital invested by funds: $54.1M → $62.8M (+$8.67M)

4.29% more ownership

Funds ownership: 20.42% → 24.72% (+4.3%)

7% less funds holding

Funds holding: 46 → 43 (-3)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
43
Holders Change
-3
Holders Change %
-6.52%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
16
Reduced
9
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.86M
2
1CP
1607 Capital Partners
Virginia
+$3.91M
3
KIM
Karpus Investment Management
New York
+$3.78M
4
RCM
Rivernorth Capital Management
Florida
+$1.61M
5
TIM
Tortoise Investment Management
New York
+$1M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$2.56M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$972K
3
PAS
Park Avenue Securities
New York
-$940K
4
AWS
Atria Wealth Solutions
New York
-$384K
5
VanEck Associates
VanEck Associates
New York
-$196K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$234K +$8.57K +605 +4%
UBS Group
27
UBS Group
Switzerland
$228K +$13.5K +954 +6%
AA
28
AQR Arbitrage
Connecticut
$220K +$220K +15,556 New
HighTower Advisors
29
HighTower Advisors
Illinois
$213K -$14K -990 -6%
NRI
30
NFP Retirement Inc
California
$204K +$204K +14,430 New
MIG
31
Mariner Investment Group
New York
$173K +$173K +12,232 New
JFGIW
32
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$154K – – –
DI
33
Disciplined Investments
Oklahoma
$128K +$128K +9,012 New
CFB
34
Cullen/Frost Bankers
Texas
$104K – – –
CYG
35
Clean Yield Group
Vermont
$90K +$722 +51 +0.8%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$80K – – –
AWM
37
Avior Wealth Management
Nebraska
$37K – – –
FPB
38
First PREMIER Bank
South Dakota
$37K – – –
SWM
39
Spire Wealth Management
Virginia
$28K – – –
SWM
40
SeaCrest Wealth Management
New York
$28K +$28.3K +2,000 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$9K +$8.64K +610 New
UB
42
UMB Bank
Missouri
$6K – – –
FIA
43
FNY Investment Advisers
New York
$1K – – –
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
– -$972K -65,866 Closed
PAS
45
Park Avenue Securities
New York
– -$940K -63,715 Closed
AWS
46
Atria Wealth Solutions
New York
– -$384K -25,955 Closed
ICMP
47
Integrated Capital Management (Pennsylvania)
Pennsylvania
– -$152K -10,280 Closed
BAM
48
Belpointe Asset Management
Nevada
– -$100K -6,800 Closed
SIAP
49
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$41K -2,799 Closed
LWP
50
Laurel Wealth Planning
Minnesota
– -$31K -2,100 Closed
1
2
3

NUW Hedge Fund Activity: Q2 2022 in Review

43 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q2 2022, worth a combined $62.8M — up 16% from $54.1M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NUW and 7 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 16 added.

The largest buyer was Morgan Stanley, adding an estimated $4.86M. The largest seller was Ameriprise, cutting an estimated $2.56M.

  • 43 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q2 2022, down from 46 in Q1 2022.
  • Funds reported $62.8M of Nuveen AMT-Free Municipal Value Fund stock for Q2 2022, up 16% quarter-over-quarter.
  • 7 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q2 2022 and 10 closed out, a net change of -3 holders.
  • The largest Nuveen AMT-Free Municipal Value Fund buyer in Q2 2022 was Morgan Stanley, an estimated $4.86M added.
  • The largest Nuveen AMT-Free Municipal Value Fund seller in Q2 2022 was Ameriprise, an estimated $2.56M sold.

Based on aggregated 13F filings for Q2 2022.