Nuveen AMT-Free Municipal Value Fund
NUW
17 hedge funds and large institutions have $6.92M invested in Nuveen AMT-Free Municipal Value Fund in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 6 closing their positions.
5% more capital invested
Capital invested by funds: $6.61M → $6.92M (+$318K)
0.27% more ownership
Funds ownership: 3.17% → 3.44% (+0.27%)
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
6% less funds holding
Funds holding: 18 → 17 (-1)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$680K |
| 2 |
Morgan Stanley
New York
|
+$362K |
| 3 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$329K |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$182K |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$159K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$384K |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$233K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$217K |
| 4 |
LPL Financial
San Diego,
California
|
-$161K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$100K |
NUW Hedge Fund Activity: Q3 2013 in Review
17 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q3 2013, worth a combined $6.92M — up 4.8% from $6.61M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of NUW and 5 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 5 added.
The largest buyer was UBS, adding an estimated $680K. The largest seller was TFS Capital, exiting entirely with an estimated $384K sold.
- 17 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q3 2013, down from 18 in Q2 2013.
- Funds reported $6.92M of Nuveen AMT-Free Municipal Value Fund stock for Q3 2013, up 4.8% quarter-over-quarter.
- 5 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q3 2013 and 6 closed out, a net change of -1 holder.
- The largest Nuveen AMT-Free Municipal Value Fund buyer in Q3 2013 was UBS, an estimated $680K added.
- The largest Nuveen AMT-Free Municipal Value Fund seller in Q3 2013 was TFS Capital, an estimated $384K sold.
Based on aggregated 13F filings for Q3 2013.