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Nuveen AMT-Free Municipal Value Fund
NUW

Overview Fund Activity

40 hedge funds and large institutions have $79.4M invested in Nuveen AMT-Free Municipal Value Fund in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 10 closing their positions.

Holders
40
Holders Change
-6
Holders Change %
-13.04%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
17
Reduced
12
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$3.5M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$4.15M
3
Bank of America
3
Bank of America
North Carolina
$2.15M
4
TIM
4
Tortoise Investment Management
New York
$6.08M
5
UBS Group
5
UBS Group
Switzerland
$1.55M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.1M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$0
3
AIM
3
AHL Investment Management
Florida
$639K
4
MIG
4
Mariner Investment Group
New York
$0
5
MC
5
Moors & Cabot
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AA
26
AQR Arbitrage
Connecticut
$262K 19,044 -5,353 -22%
EWM
27
Empirical Wealth Management
Washington
$176K 12,800 +12,800 New
JFGIW
28
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$144K 10,400 – –
HH
29
Hilltop Holdings
Texas
$140K 10,163 +10,163 New
Osaic Holdings
30
Osaic Holdings
Arizona
$136K 9,848 +2,084 +27%
DI
31
Disciplined Investments
Oklahoma
$127K 9,199 +60 +0.7%
CFB
32
Cullen/Frost Bankers
Texas
$99K 7,193 – –
CYG
33
Clean Yield Group
Vermont
$88.5K 6,428 – –
NA
34
NewEdge Advisors
Louisiana
$85.1K 6,177 – –
AWM
35
Avior Wealth Management
Nebraska
$36.3K 2,639 – –
TJHA
36
Thomas J. Herzfeld Advisors
Florida
$16.4K 1,188 +370 +45%
FPB
37
First PREMIER Bank
South Dakota
$9K 650 – –
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$8.59K 624 +3 +0.5%
FIA
39
FNY Investment Advisers
New York
$1K 100 +100 New
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$337 24,513 -19,660 -45%
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
– – -44,331 Closed
MIG
42
Mariner Investment Group
New York
– – -26,690 Closed
MC
43
Moors & Cabot
Massachusetts
– – -25,000 Closed
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
– – -20,887 Closed
NRI
45
NFP Retirement Inc
California
– – -14,430 Closed
ATC
46
Argent Trust Co
Tennessee
– – -13,478 Closed
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
– – -5,671 Closed
BTI
48
Blue Trust Inc
Georgia
– – -3,750 Closed
SWM
49
Spire Wealth Management
Virginia
– – -2,000 Closed
US Bancorp
50
US Bancorp
Minnesota
– – -1,338 Closed
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