Nuveen AMT-Free Municipal Value Fund
NUW
41 hedge funds and large institutions have $79.5M invested in Nuveen AMT-Free Municipal Value Fund in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 10 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 12
2% more capital invested
Capital invested by funds: $77.8M → $79.5M (+$1.73M)
0.43% more ownership
Funds ownership: 31.86% → 32.29% (+0.43%)
13% less funds holding
Funds holding: 47 → 41 (-6)
60% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.39M |
| 2 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$1.34M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$964K |
| 4 |
TIM
Tortoise Investment Management
White Plains,
New York
|
+$841K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$814K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.91M |
| 2 |
Koshinski Asset Management
Decatur,
Illinois
|
-$603K |
| 3 |
AIM
AHL Investment Management
Winter Park,
Florida
|
-$510K |
| 4 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$363K |
| 5 |
MC
Moors & Cabot
Boston,
Massachusetts
|
-$340K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
US Bancorp
Minneapolis,
Minnesota
| – | -$18.2K | -1,338 | Closed |
|
NUW Hedge Fund Activity: Q1 2023 in Review
41 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q1 2023, worth a combined $79.5M — up 2.2% from $77.8M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of NUW and 4 opened new positions — a net loss of 6 holders — while 12 trimmed existing stakes and 18 added.
The largest buyer was Guggenheim Capital, adding an estimated $1.39M. The largest seller was Morgan Stanley, cutting an estimated $1.91M.
- 41 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q1 2023, down from 47 in Q4 2022.
- Funds reported $79.5M of Nuveen AMT-Free Municipal Value Fund stock for Q1 2023, up 2.2% quarter-over-quarter.
- 4 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q1 2023 and 10 closed out, a net change of -6 holders.
- The largest Nuveen AMT-Free Municipal Value Fund buyer in Q1 2023 was Guggenheim Capital, an estimated $1.39M added.
- The largest Nuveen AMT-Free Municipal Value Fund seller in Q1 2023 was Morgan Stanley, an estimated $1.91M sold.
Based on aggregated 13F filings for Q1 2023.