Nuveen AMT-Free Municipal Value Fund
NUW
21 hedge funds and large institutions have $10.4M invested in Nuveen AMT-Free Municipal Value Fund in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 4 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
49% more capital invested
Capital invested by funds: $6.92M → $10.4M (+$3.43M)
24% more funds holding
Funds holding: 17 → 21 (+4)
1.72% more ownership
Funds ownership: 3.44% → 5.16% (+1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.44M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$619K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$509K |
| 4 |
Jane Street
New York
|
+$436K |
| 5 |
PP
Prudential plc
London, England,
United Kingdom
|
+$365K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$209K |
| 2 |
AIG
American International Group
New York
|
-$34.5K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$27K |
| 4 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$19K |
| 5 |
VanEck Associates
New York
|
-$16.7K |
NUW Hedge Fund Activity: Q4 2013 in Review
21 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q4 2013, worth a combined $10.4M — up 49% from $6.92M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new NUW positions and 4 closed out — a net gain of 4 holders — while 8 added to existing stakes and 3 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.44M. The largest seller was LPL Financial, cutting an estimated $209K.
- 21 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q4 2013, up from 17 in Q3 2013.
- Funds reported $10.4M of Nuveen AMT-Free Municipal Value Fund stock for Q4 2013, up 49% quarter-over-quarter.
- 8 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q4 2013 and 4 closed out, a net change of +4 holders.
- The largest Nuveen AMT-Free Municipal Value Fund buyer in Q4 2013 was Morgan Stanley, an estimated $1.44M added.
- The largest Nuveen AMT-Free Municipal Value Fund seller in Q4 2013 was LPL Financial, an estimated $209K sold.
Based on aggregated 13F filings for Q4 2013.