Nuveen AMT-Free Municipal Value Fund
NUW
46 hedge funds and large institutions have $54.1M invested in Nuveen AMT-Free Municipal Value Fund in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 8 closing their positions.
175% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 8
5% more capital invested
Capital invested by funds: $51.4M → $54.1M (+$2.71M)
3.15% more ownership
Funds ownership: 17.28% → 20.42% (+3.1%)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
4% less funds holding
Funds holding: 48 → 46 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.53M |
| 2 |
TIM
Tortoise Investment Management
White Plains,
New York
|
+$2.07M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$1.97M |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$850K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$652K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAOTB
Wealth Advisors of Tampa Bay
Tampa,
Florida
|
-$663K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$452K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$360K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$253K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$227K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RJA
51
Raymond James & Associates
St Petersburg,
Florida
| – | -$178K | -10,721 | Closed |
|
|
SPIA
52
Steward Partners Investment Advisory
New York
| – | -$60K | -3,633 | Closed |
|
53
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$46K | -2,800 | Closed |
|
|
SFM
54
Signet Financial Management
Parsippany,
New Jersey
| – | -$37K | -2,244 | Closed |
|
NUW Hedge Fund Activity: Q1 2022 in Review
46 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q1 2022, worth a combined $54.1M — up 5.3% from $51.4M a quarter earlier.
Fund positioning in NUW was balanced in Q1 2022: 8 funds opened new positions, 8 closed out, 22 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.53M. The largest seller was Wealth Advisors of Tampa Bay, exiting entirely with an estimated $663K sold.
- 46 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q1 2022, down from 48 in Q4 2021.
- Funds reported $54.1M of Nuveen AMT-Free Municipal Value Fund stock for Q1 2022, up 5.3% quarter-over-quarter.
- 8 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q1 2022 and 8 closed out, a net change of 0 holders.
- The largest Nuveen AMT-Free Municipal Value Fund buyer in Q1 2022 was Morgan Stanley, an estimated $3.53M added.
- The largest Nuveen AMT-Free Municipal Value Fund seller in Q1 2022 was Wealth Advisors of Tampa Bay, an estimated $663K sold.
Based on aggregated 13F filings for Q1 2022.