Nuveen AMT-Free Municipal Value Fund
NUW
60 hedge funds and large institutions have $648M invested in Nuveen AMT-Free Municipal Value Fund in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 4 closing their positions.
573% more capital invested
Capital invested by funds: $96.3M → $648M (+$552M)
275% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 4
67% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 12
18% more funds holding
Funds holding: 51 → 60 (+9)
0.65% more ownership
Funds ownership: 37.72% → 38.37% (+0.65%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$3.82M |
| 2 |
Morgan Stanley
New York
|
+$2.31M |
| 3 |
LPL Financial
San Diego,
California
|
+$827K |
| 4 |
Pathstone Holdings
Englewood,
New Jersey
|
+$749K |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$568K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$5.91M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$953K |
| 4 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$540K |
| 5 |
SA
SFI Advisors
Montclair,
New Jersey
|
-$443K |
NUW Hedge Fund Activity: Q4 2024 in Review
60 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q4 2024, worth a combined $648M — up 573% from $96.3M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new NUW positions and 4 closed out — a net gain of 11 holders — while 20 added to existing stakes and 12 trimmed.
The largest buyer was 1607 Capital Partners, adding an estimated $3.82M. The largest seller was Karpus Investment Management, cutting an estimated $5.91M.
- 60 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q4 2024, up from 51 in Q3 2024.
- Funds reported $648M of Nuveen AMT-Free Municipal Value Fund stock for Q4 2024, up 573% quarter-over-quarter.
- 15 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q4 2024 and 4 closed out, a net change of +11 holders.
- The largest Nuveen AMT-Free Municipal Value Fund buyer in Q4 2024 was 1607 Capital Partners, an estimated $3.82M added.
- The largest Nuveen AMT-Free Municipal Value Fund seller in Q4 2024 was Karpus Investment Management, an estimated $5.91M sold.
Based on aggregated 13F filings for Q4 2024.