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 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 2 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
0% more capital invested
Capital invested by funds: $12.5M → $12.5M (+$35.5K)
0% more funds holding
Funds holding: 21 → 21 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0.27% less ownership
Funds ownership: 5.86% → 5.59% (-0.27%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CK
Carnick & Kubik
Colorado Springs,
Colorado
|
+$127K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$84K |
| 3 |
Morgan Stanley
New York
|
+$39.9K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$31K |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$29.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$425K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$151K |
| 3 |
LPL Financial
San Diego,
California
|
-$139K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$85.8K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$82K |
NUW Hedge Fund Activity: Q3 2015 in Review
21 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q3 2015, worth a combined $12.5M — up 0.28% from $12.5M a quarter earlier.
Fund positioning in NUW was balanced in Q3 2015: 2 funds opened new positions, 2 closed out, 8 added to existing stakes and 5 trimmed.
The largest buyer was Carnick & Kubik, opening a new position worth an estimated $127K. The largest seller was Curi RMB Capital, exiting entirely with an estimated $425K sold.
- 21 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q3 2015, unchanged from Q2 2015.
- Funds reported $12.5M of Nuveen AMT-Free Municipal Value Fund stock for Q3 2015, up 0.28% quarter-over-quarter.
- 2 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q3 2015 and 2 closed out, a net change of 0 holders.
- The largest Nuveen AMT-Free Municipal Value Fund buyer in Q3 2015 was Carnick & Kubik, an estimated $127K added.
- The largest Nuveen AMT-Free Municipal Value Fund seller in Q3 2015 was Curi RMB Capital, an estimated $425K sold.
Based on aggregated 13F filings for Q3 2015.