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Nuveen AMT-Free Municipal Value Fund
NUW

48 hedge funds and large institutions have $51.4M invested in Nuveen AMT-Free Municipal Value Fund in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

1.08% more ownership

Funds ownership: 16.19% → 17.28% (+1.1%)

4% more capital invested

Capital invested by funds: $49.5M → $51.4M (+$1.89M)

4% less funds holding

Funds holding: 50 → 48 (-2)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
48
Holders Change
-2
Holders Change %
-4%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
17
Reduced
13
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$740K
2
TIM
Tortoise Investment Management
New York
+$676K
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$488K
4
AFS
Access Financial Services
Minnesota
+$395K
5
WAOTB
Wealth Advisors of Tampa Bay
Florida
+$334K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$570K
2
KAS
Kestra Advisory Services
Texas
-$247K
3
GVAG
Great Valley Advisor Group
Delaware
-$217K
4
DAS
Dynamic Advisor Solutions
Arizona
-$175K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$137K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIAP
51
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$48K -2,799 Closed
IWA
52
IBEX Wealth Advisors
New Jersey
– -$39K -2,305 Closed
JWA
53
JFS Wealth Advisors
Pennsylvania
– -$32K -1,900 Closed
PWA
54
Phoenix Wealth Advisors
North Carolina
– -$31K -1,800 Closed
HA
55
Herold Advisors
New York
– -$18K -1,110 Closed
JCM
56
Jacobi Capital Management
Pennsylvania
– -$10K -557 Closed
CPC
57
Consolidated Planning Corp
Georgia
– -$2K -122 Closed
1 2
3

NUW Hedge Fund Activity: Q4 2021 in Review

48 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q4 2021, worth a combined $51.4M — up 3.8% from $49.5M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NUW and 9 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 17 added.

The largest buyer was Ameriprise, adding an estimated $740K. The largest seller was Wells Fargo, cutting an estimated $570K.

  • 48 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q4 2021, down from 50 in Q3 2021.
  • Funds reported $51.4M of Nuveen AMT-Free Municipal Value Fund stock for Q4 2021, up 3.8% quarter-over-quarter.
  • 9 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q4 2021 and 10 closed out, a net change of -1 holder.
  • The largest Nuveen AMT-Free Municipal Value Fund buyer in Q4 2021 was Ameriprise, an estimated $740K added.
  • The largest Nuveen AMT-Free Municipal Value Fund seller in Q4 2021 was Wells Fargo, an estimated $570K sold.

Based on aggregated 13F filings for Q4 2021.