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Nuveen AMT-Free Municipal Value Fund
NUW

50 hedge funds and large institutions have $96M invested in Nuveen AMT-Free Municipal Value Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 11

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

6% more funds holding

Funds holding: 47 → 50 (+3)

6% more capital invested

Capital invested by funds: $90.2M → $96M (+$5.73M)

1.29% more ownership

Funds ownership: 37.21% → 38.51% (+1.3%)

Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
23
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.92M
2
TIM
Tortoise Investment Management
New York
+$679K
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$491K
4
UBS Group
UBS Group
Switzerland
+$444K
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$291K

Top Sellers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
-$1.62M
2
KIM
Karpus Investment Management
New York
-$391K
3
1CP
1607 Capital Partners
Virginia
-$382K
4
AWS
Atria Wealth Solutions
New York
-$324K
5
GC
Guggenheim Capital
Illinois
-$139K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$443K +$10.7K +789 +3%
PWM
27
Palumbo Wealth Management
New York
$438K – – –
RIA
28
Realta Investment Advisors
Delaware
$346K +$54 +4 +0%
TWP
29
Tyche Wealth Partners
Texas
$303K – – –
Nomura Holdings
30
Nomura Holdings
Japan
$299K – – –
Jones Financial Companies
31
Jones Financial Companies
Missouri
$299K +$291K +21,514 New
ACA
32
Ackerman Capital Advisors
Texas
$285K +$52.3K +3,863 +23%
CP
33
Creekside Partners
California
$278K +$271K +20,000 New
AFS
34
Access Financial Services
Minnesota
$264K – – –
BCG
35
Breakwater Capital Group
New Jersey
$201K -$123K -9,058 -39%
SI
36
Stephens Inc
Arkansas
$200K -$1.62K -120 -0.8%
HH
37
Hilltop Holdings
Texas
$165K +$1.62K +120 +1%
AA
38
Ancora Advisors
Ohio
$153K – – –
JFGIW
39
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$145K +$141K +10,400 New
FC
40
Fairscale Capital
New Hampshire
$128K +$125K +9,270 New
CFB
41
Cullen/Frost Bankers
Texas
$99.8K – – –
CYG
42
Clean Yield Group
Vermont
$89.2K – – –
NA
43
NewEdge Advisors
Louisiana
$88.5K +$812 +60 +1%
CP
44
Camelot Portfolios
Ohio
$84.8K +$82.7K +6,111 New
Comerica Bank
45
Comerica Bank
Texas
$76.3K – – –
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$60.1K +$45.1K +3,331 +333%
SPIA
47
Steward Partners Investment Advisory
New York
$44.2K +$257 +19 +0.6%
AWM
48
Avior Wealth Management
Nebraska
$36.6K – – –
Osaic Holdings
49
Osaic Holdings
Arizona
$24.1K -$24.8K -1,833 -51%
SL
50
Salomon & Ludwin
Virginia
$14 – – –
1
2
3

NUW Hedge Fund Activity: Q2 2024 in Review

50 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q2 2024, worth a combined $96M — up 6.4% from $90.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NUW positions and 3 closed out — a net gain of 3 holders — while 23 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.92M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $1.62M.

  • 50 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q2 2024, up from 47 in Q1 2024.
  • Funds reported $96M of Nuveen AMT-Free Municipal Value Fund stock for Q2 2024, up 6.4% quarter-over-quarter.
  • 6 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q2 2024 and 3 closed out, a net change of +3 holders.
  • The largest Nuveen AMT-Free Municipal Value Fund buyer in Q2 2024 was Morgan Stanley, an estimated $1.92M added.
  • The largest Nuveen AMT-Free Municipal Value Fund seller in Q2 2024 was Hennion & Walsh Asset Management, an estimated $1.62M sold.

Based on aggregated 13F filings for Q2 2024.