Nuveen AMT-Free Municipal Value Fund
NUW
51 hedge funds and large institutions have $45.5M invested in Nuveen AMT-Free Municipal Value Fund in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 3 closing their positions.
500% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 3
280% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 5
42% more funds holding
Funds holding: 36 → 51 (+15)
21% more capital invested
Capital invested by funds: $37.6M → $45.5M (+$7.89M)
0.62% more ownership
Funds ownership: 14.76% → 15.38% (+0.62%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$1.68M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$1.31M |
| 3 |
Morgan Stanley
New York
|
+$1.19M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$745K |
| 5 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
+$403K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$171K |
| 2 |
HCIA
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
-$165K |
| 3 |
CYG
Clean Yield Group
Norwich,
Vermont
|
-$99K |
| 4 |
AWG
Altus Wealth Group
Colorado Springs,
Colorado
|
-$77K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$57.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MF
51
Manchester Financial
Westlake Village,
California
| $2K | +$1.75K | +106 | New |
|
|
52
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$171K | -10,416 | Closed |
|
|
CYG
53
Clean Yield Group
Norwich,
Vermont
| – | -$99K | -6,045 | Closed |
|
|
AWG
54
Altus Wealth Group
Colorado Springs,
Colorado
| – | -$77K | -4,705 | Closed |
|
55
Fidelity Investments
Boston,
Massachusetts
| – | +$17 | +1 | New |
|
NUW Hedge Fund Activity: Q1 2021 in Review
51 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q1 2021, worth a combined $45.5M — up 21% from $37.6M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new NUW positions and 3 closed out — a net gain of 15 holders — while 19 added to existing stakes and 5 trimmed.
The largest buyer was 1607 Capital Partners, adding an estimated $1.68M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $171K sold.
- 51 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q1 2021, up from 36 in Q4 2020.
- Funds reported $45.5M of Nuveen AMT-Free Municipal Value Fund stock for Q1 2021, up 21% quarter-over-quarter.
- 18 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q1 2021 and 3 closed out, a net change of +15 holders.
- The largest Nuveen AMT-Free Municipal Value Fund buyer in Q1 2021 was 1607 Capital Partners, an estimated $1.68M added.
- The largest Nuveen AMT-Free Municipal Value Fund seller in Q1 2021 was Susquehanna International Group, an estimated $171K sold.
Based on aggregated 13F filings for Q1 2021.