Nuveen AMT-Free Municipal Value Fund
NUW
50 hedge funds and large institutions have $49.5M invested in Nuveen AMT-Free Municipal Value Fund in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 6 closing their positions.
64% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 11
0.2% more ownership
Funds ownership: 15.99% → 16.19% (+0.2%)
0% more funds holding
Funds holding: 50 → 50 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
0% less capital invested
Capital invested by funds: $49.6M → $49.5M (-$81.9K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$705K |
| 2 |
TIM
Tortoise Investment Management
White Plains,
New York
|
+$560K |
| 3 |
Koshinski Asset Management
Decatur,
Illinois
|
+$433K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$303K |
| 5 |
AFS
Access Financial Services
Minneapolis,
Minnesota
|
+$277K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$550K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$538K |
| 3 |
HCIA
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
-$517K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$291K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$204K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAM
51
Wolverine Asset Management
Chicago,
Illinois
| – | -$204K | -11,811 | Closed |
|
|
TJHA
52
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| – | -$86K | -5,000 | Closed |
|
53
Bessemer Group
Woodbridge,
New Jersey
| – | -$72K | -4,155 | Closed |
|
54
Citigroup
New York
| – | -$55K | -3,161 | Closed |
|
|
ANBT
55
American National Bank & Trust
Wichita Falls,
Texas
| – | -$8K | -442 | Closed |
|
NUW Hedge Fund Activity: Q3 2021 in Review
50 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q3 2021, worth a combined $49.5M — down 0.17% from $49.6M a quarter earlier.
Fund positioning in NUW was balanced in Q3 2021: 6 funds opened new positions, 6 closed out, 18 added to existing stakes and 11 trimmed.
The largest buyer was Rivernorth Capital Management, adding an estimated $705K. The largest seller was Sit Investment Associates, exiting entirely with an estimated $550K sold.
- 50 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q3 2021, unchanged from Q2 2021.
- Funds reported $49.5M of Nuveen AMT-Free Municipal Value Fund stock for Q3 2021, down 0.17% quarter-over-quarter.
- 6 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q3 2021 and 6 closed out, a net change of 0 holders.
- The largest Nuveen AMT-Free Municipal Value Fund buyer in Q3 2021 was Rivernorth Capital Management, an estimated $705K added.
- The largest Nuveen AMT-Free Municipal Value Fund seller in Q3 2021 was Sit Investment Associates, an estimated $550K sold.
Based on aggregated 13F filings for Q3 2021.