Nuveen AMT-Free Municipal Value Fund
NUW
21 hedge funds and large institutions have $12.5M invested in Nuveen AMT-Free Municipal Value Fund in 2015 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
11% more funds holding
Funds holding: 19 → 21 (+2)
0.05% more ownership
Funds ownership: 5.81% → 5.86% (+0.05%)
6% less capital invested
Capital invested by funds: $13.3M → $12.5M (-$844K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$446K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$281K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$159K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$54.9K |
| 5 |
VanEck Associates
New York
|
+$50K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$596K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$108K |
| 3 |
LPL Financial
San Diego,
California
|
-$94.6K |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$55.1K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$54.7K |
NUW Hedge Fund Activity: Q2 2015 in Review
21 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q2 2015, worth a combined $12.5M — down 6.3% from $13.3M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new NUW positions and 1 closed out — a net gain of 2 holders — while 7 added to existing stakes and 6 trimmed.
The largest buyer was Curi RMB Capital, opening a new position worth an estimated $446K. The largest seller was Morgan Stanley, cutting an estimated $596K.
- 21 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q2 2015, up from 19 in Q1 2015.
- Funds reported $12.5M of Nuveen AMT-Free Municipal Value Fund stock for Q2 2015, down 6.3% quarter-over-quarter.
- 3 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q2 2015 and 1 closed out, a net change of +2 holders.
- The largest Nuveen AMT-Free Municipal Value Fund buyer in Q2 2015 was Curi RMB Capital, an estimated $446K added.
- The largest Nuveen AMT-Free Municipal Value Fund seller in Q2 2015 was Morgan Stanley, an estimated $596K sold.
Based on aggregated 13F filings for Q2 2015.