Nuveen AMT-Free Municipal Value Fund
NUW
50 hedge funds and large institutions have $96M invested in Nuveen AMT-Free Municipal Value Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 3 closing their positions.
109% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 11
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
6% more funds holding
Funds holding: 47 → 50 (+3)
6% more capital invested
Capital invested by funds: $90.2M → $96M (+$5.73M)
1.29% more ownership
Funds ownership: 37.21% → 38.51% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.92M |
| 2 |
TIM
Tortoise Investment Management
White Plains,
New York
|
+$679K |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$491K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$444K |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$291K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$1.62M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$391K |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$382K |
| 4 |
AWS
Atria Wealth Solutions
New York
|
-$324K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$139K |
NUW Hedge Fund Activity: Q2 2024 in Review
50 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q2 2024, worth a combined $96M — up 6.4% from $90.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new NUW positions and 3 closed out — a net gain of 3 holders — while 23 added to existing stakes and 11 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.92M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $1.62M.
- 50 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q2 2024, up from 47 in Q1 2024.
- Funds reported $96M of Nuveen AMT-Free Municipal Value Fund stock for Q2 2024, up 6.4% quarter-over-quarter.
- 6 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q2 2024 and 3 closed out, a net change of +3 holders.
- The largest Nuveen AMT-Free Municipal Value Fund buyer in Q2 2024 was Morgan Stanley, an estimated $1.92M added.
- The largest Nuveen AMT-Free Municipal Value Fund seller in Q2 2024 was Hennion & Walsh Asset Management, an estimated $1.62M sold.
Based on aggregated 13F filings for Q2 2024.