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Nuveen AMT-Free Municipal Value Fund
NUW

52 hedge funds and large institutions have $103M invested in Nuveen AMT-Free Municipal Value Fund in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

188% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 8

24% more funds holding

Funds holding: 42 → 52 (+10)

20% more capital invested

Capital invested by funds: $85.5M → $103M (+$17.2M)

6.42% more ownership

Funds ownership: 35.52% → 41.95% (+6.4%)

Holders
52
Holders Change
+10
Holders Change %
+23.81%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
23
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$7.91M
2
TIM
Tortoise Investment Management
New York
+$1.43M
3
RCM
Rivernorth Capital Management
Florida
+$1.36M
4
1CP
1607 Capital Partners
Virginia
+$651K
5
LCM
Landscape Capital Management
New Jersey
+$620K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$1.06M
2
WAM
Wakefield Asset Management
Colorado
-$862K
3
TJHA
Thomas J. Herzfeld Advisors
Florida
-$298K
4
GC
Guggenheim Capital
Illinois
-$170K
5
KIM
Karpus Investment Management
New York
-$90.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
26
Realta Investment Advisors
Delaware
$339K -$5.11K -388 -2%
AWS
27
Atria Wealth Solutions
New York
$327K -$26.3K -1,995 -8%
TWP
28
Tyche Wealth Partners
Texas
$297K +$287K +21,800 New
AFS
29
Access Financial Services
Minnesota
$259K -$23.7K -1,800 -9%
Nomura Holdings
30
Nomura Holdings
Japan
$254K +$245K +18,617 New
Ameriprise
31
Ameriprise
Minnesota
$231K -$19.4K -1,477 -8%
AIM
32
AHL Investment Management
Florida
$222K +$21.7K +1,650 +11%
SI
33
Stephens Inc
Arkansas
$198K +$191K +14,500 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$172K +$3.46K +263 +2%
HighTower Advisors
35
HighTower Advisors
Illinois
$167K +$22.6K +1,714 +16%
WAM
36
Weiss Asset Management
Massachusetts
$164K +$158K +12,023 New
HH
37
Hilltop Holdings
Texas
$158K +$171 +13 +0.1%
AA
38
Ancora Advisors
Ohio
$150K +$145K +10,993 New
BCG
39
Breakwater Capital Group
New Jersey
$148K +$143K +10,867 New
CAM
40
Crestone Asset Management
Colorado
$143K – – –
EC
41
Elequin Capital
New York
$129K +$124K +9,428 New
CFB
42
Cullen/Frost Bankers
Texas
$98K – – –
CYG
43
Clean Yield Group
Vermont
$87.6K – – –
NA
44
NewEdge Advisors
Louisiana
$85.5K +$1.05K +80 +1%
Comerica Bank
45
Comerica Bank
Texas
$83.4K – – –
Osaic Holdings
46
Osaic Holdings
Arizona
$77.2K -$16.3K -1,240 -18%
SPIA
47
Steward Partners Investment Advisory
New York
$61.4K +$59.3K +4,506 New
LA
48
LM Advisors
California
$48.4K +$46.7K +3,550 New
AWM
49
Avior Wealth Management
Nebraska
$36K – – –
FPB
50
First PREMIER Bank
South Dakota
$9K – – –
1
2
3

NUW Hedge Fund Activity: Q4 2023 in Review

52 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q4 2023, worth a combined $103M — up 20% from $85.5M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new NUW positions and 4 closed out — a net gain of 10 holders — while 23 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.91M. The largest seller was Bank of America, cutting an estimated $1.06M.

  • 52 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q4 2023, up from 42 in Q3 2023.
  • Funds reported $103M of Nuveen AMT-Free Municipal Value Fund stock for Q4 2023, up 20% quarter-over-quarter.
  • 14 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q4 2023 and 4 closed out, a net change of +10 holders.
  • The largest Nuveen AMT-Free Municipal Value Fund buyer in Q4 2023 was Morgan Stanley, an estimated $7.91M added.
  • The largest Nuveen AMT-Free Municipal Value Fund seller in Q4 2023 was Bank of America, an estimated $1.06M sold.

Based on aggregated 13F filings for Q4 2023.