Nuveen AMT-Free Municipal Value Fund
NUW
51 hedge funds and large institutions have $96.3M invested in Nuveen AMT-Free Municipal Value Fund in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
29% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 14
2% more funds holding
Funds holding: 50 → 51 (+1)
0% more capital invested
Capital invested by funds: $96M → $96.3M (+$321K)
0.79% less ownership
Funds ownership: 38.51% → 37.72% (-0.79%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.17M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$728K |
| 3 |
SA
SFI Advisors
Montclair,
New Jersey
|
+$435K |
| 4 |
LF
Lee Financial
Dallas,
Texas
|
+$404K |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$317K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.52M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$1.46M |
| 3 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$484K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$482K |
| 5 |
PWM
Palumbo Wealth Management
Great Neck,
New York
|
-$438K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SL
51
Salomon & Ludwin
Richmond,
Virginia
| $14 | – | – | – |
|
|
PWM
52
Palumbo Wealth Management
Great Neck,
New York
| – | -$438K | -31,562 | Closed |
|
53
Nomura Holdings
Tokyo,
Japan
| – | -$299K | -21,563 | Closed |
|
|
CP
54
Camelot Portfolios
Maumee,
Ohio
| – | -$84.8K | -6,111 | Closed |
|
NUW Hedge Fund Activity: Q3 2024 in Review
51 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q3 2024, worth a combined $96.3M — up 0.33% from $96M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new NUW positions and 3 closed out — a net gain of 1 holder — while 18 added to existing stakes and 14 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $1.17M. The largest seller was Morgan Stanley, cutting an estimated $1.52M.
- 51 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q3 2024, up from 50 in Q2 2024.
- Funds reported $96.3M of Nuveen AMT-Free Municipal Value Fund stock for Q3 2024, up 0.33% quarter-over-quarter.
- 4 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q3 2024 and 3 closed out, a net change of +1 holder.
- The largest Nuveen AMT-Free Municipal Value Fund buyer in Q3 2024 was Raymond James Financial Services Advisors, an estimated $1.17M added.
- The largest Nuveen AMT-Free Municipal Value Fund seller in Q3 2024 was Morgan Stanley, an estimated $1.52M sold.
Based on aggregated 13F filings for Q3 2024.