Nuveen AMT-Free Municipal Value Fund
NUW
21 hedge funds and large institutions have $12.4M invested in Nuveen AMT-Free Municipal Value Fund in 2015 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 3 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
0% more funds holding
Funds holding: 21 → 21 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0.31% less ownership
Funds ownership: 5.59% → 5.28% (-0.31%)
39% less capital inflows, than outflows
Capital inflows: $1.09M | Capital outflows: $1.79M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$564K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$190K |
| 3 |
BB&T Securities
Richmond,
Virginia
|
+$79.3K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$33.9K |
| 5 |
D.A. Davidson & Co
Great Falls,
Montana
|
+$25.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Guggenheim Capital
Chicago,
Illinois
|
-$846K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$408K |
| 3 |
Morgan Stanley
New York
|
-$245K |
| 4 |
CK
Carnick & Kubik
Colorado Springs,
Colorado
|
-$132K |
| 5 |
Koshinski Asset Management
Decatur,
Illinois
|
-$69.6K |
NUW Hedge Fund Activity: Q4 2015 in Review
21 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q4 2015, worth a combined $12.4M — down 0.78% from $12.5M a quarter earlier.
Fund positioning in NUW was balanced in Q4 2015: 3 funds opened new positions, 3 closed out, 8 added to existing stakes and 6 trimmed.
The largest buyer was LPL Financial, adding an estimated $564K. The largest seller was Guggenheim Capital, exiting entirely with an estimated $846K sold.
- 21 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q4 2015, unchanged from Q3 2015.
- Funds reported $12.4M of Nuveen AMT-Free Municipal Value Fund stock for Q4 2015, down 0.78% quarter-over-quarter.
- 3 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q4 2015 and 3 closed out, a net change of 0 holders.
- The largest Nuveen AMT-Free Municipal Value Fund buyer in Q4 2015 was LPL Financial, an estimated $564K added.
- The largest Nuveen AMT-Free Municipal Value Fund seller in Q4 2015 was Guggenheim Capital, an estimated $846K sold.
Based on aggregated 13F filings for Q4 2015.