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Nuveen AMT-Free Municipal Value Fund
NUW

Overview Fund Activity

47 hedge funds and large institutions have $62.2M invested in Nuveen AMT-Free Municipal Value Fund in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
20
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$4.94M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$1.36M
3
Morgan Stanley
3
Morgan Stanley
New York
$10.7M
4
RCM
4
Rivernorth Capital Management
Florida
$5.65M
5
AWS
5
Atria Wealth Solutions
New York
$342K

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$952K
2
GC
2
Guggenheim Capital
Illinois
$144K
3
DC
3
Davenport & Co
Virginia
$0
4
Bank of America
4
Bank of America
North Carolina
$588K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$145K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$254K +$43K +3,277 +20%
MIG
27
Mariner Investment Group
New York
$227K +$66.7K +5,085 +42%
Truist Financial
28
Truist Financial
North Carolina
$207K -$22.3K -1,700 -10%
HighTower Advisors
29
HighTower Advisors
Illinois
$200K +$1.38K +105 +0.7%
NRI
30
NFP Retirement Inc
California
$189K – – –
Osaic Holdings
31
Osaic Holdings
Arizona
$145K -$71.6K -5,444 -33%
GC
32
Guggenheim Capital
Illinois
$144K -$356K -27,168 -71%
JFGIW
33
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$143K – – –
RJA
34
Raymond James & Associates
Florida
$141K +$141K +10,731 New
DI
35
Disciplined Investments
Oklahoma
$119K +$591 +45 +0.5%
CFB
36
Cullen/Frost Bankers
Texas
$96K – – –
CYG
37
Clean Yield Group
Vermont
$84K +$684 +52 +0.8%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$74K – – –
BTI
39
Blue Trust Inc
Georgia
$53K +$53K +3,750 New
AWM
40
Avior Wealth Management
Nebraska
$34K – – –
SWM
41
Spire Wealth Management
Virginia
$26K – – –
BWM
42
BerganKDV Wealth Management
Minnesota
$20K +$20K +1,533 New
FPB
43
First PREMIER Bank
South Dakota
$9K -$27.7K -2,000 -75%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$8K +$39 +3 +0.5%
LS
45
Leelyn Smith
Illinois
$7K +$7K +503 New
UB
46
UMB Bank
Missouri
$6K – – –
FIA
47
FNY Investment Advisers
New York
$1K – – –
DC
48
Davenport & Co
Virginia
– -$243K -17,187 Closed
SWM
49
SeaCrest Wealth Management
New York
– -$28K -2,000 Closed
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