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Nuveen AMT-Free Municipal Value Fund
NUW

Overview Fund Activity

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
Holders
43
Holders Change
-3
Holders Change %
-6.52%
% of All Funds
0.73%
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

1
Morgan Stanley
1
Morgan Stanley
New York
$10.5M
2
1CP
2
1607 Capital Partners
Virginia
$19.6M
3
KIM
3
Karpus Investment Management
New York
$3.78M
4
RCM
4
Rivernorth Capital Management
Florida
$5.58M
5
TIM
5
Tortoise Investment Management
New York
$4.3M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$1.57M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$0
3
PAS
3
Park Avenue Securities
New York
$0
4
AWS
4
Atria Wealth Solutions
New York
$0
5
VanEck Associates
5
VanEck Associates
New York
$1.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$234K +$8.59K +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 -$13.9K -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 +$724 +51 +0.8%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$80K – – –
FPB
37
First PREMIER Bank
South Dakota
$37K – – –
AWM
38
Avior Wealth Management
Nebraska
$37K – – –
SWM
39
Spire Wealth Management
Virginia
$28K – – –
SWM
40
SeaCrest Wealth Management
New York
$28K +$28K +2,000 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$9K +$9K +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
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