Nuveen AMT-Free Municipal Value Fund
NUW
50 hedge funds and large institutions have $49.6M invested in Nuveen AMT-Free Municipal Value Fund in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 7 reducing their positions, and 7 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 7
9% more capital invested
Capital invested by funds: $45.5M → $49.6M (+$4.1M)
0.62% more ownership
Funds ownership: 15.38% → 15.99% (+0.62%)
2% less funds holding
Funds holding: 51 → 50 (-1)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$536K |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$472K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$415K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$378K |
| 5 |
TIM
Tortoise Investment Management
White Plains,
New York
|
+$322K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$502K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$464K |
| 3 |
Koshinski Asset Management
Decatur,
Illinois
|
-$311K |
| 4 |
MC
Matisse Capital
Portland,
Oregon
|
-$221K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$180K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Creative Planning
Overland Park,
Kansas
| – | -$180K | -10,895 | Closed |
|
|
AIC
52
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$60.3K | -3,660 | Closed |
|
|
VBCG
53
Valley Brook Capital Group
Venetia,
Pennsylvania
| – | -$28K | -1,749 | Closed |
|
54
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$7K | -451 | Closed |
|
|
MF
55
Manchester Financial
Westlake Village,
California
| – | -$2K | -106 | Closed |
|
|
AWA
56
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | +$219 | +13 | New |
|
NUW Hedge Fund Activity: Q2 2021 in Review
50 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q2 2021, worth a combined $49.6M — up 9% from $45.5M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of NUW and 6 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 21 added.
The largest buyer was Sit Investment Associates, opening a new position worth an estimated $536K. The largest seller was Wells Fargo, cutting an estimated $502K.
- 50 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q2 2021, down from 51 in Q1 2021.
- Funds reported $49.6M of Nuveen AMT-Free Municipal Value Fund stock for Q2 2021, up 9% quarter-over-quarter.
- 6 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q2 2021 and 7 closed out, a net change of -1 holder.
- The largest Nuveen AMT-Free Municipal Value Fund buyer in Q2 2021 was Sit Investment Associates, an estimated $536K added.
- The largest Nuveen AMT-Free Municipal Value Fund seller in Q2 2021 was Wells Fargo, an estimated $502K sold.
Based on aggregated 13F filings for Q2 2021.