Nuveen AMT-Free Municipal Value Fund
NUW
21 hedge funds and large institutions have $11.9M invested in Nuveen AMT-Free Municipal Value Fund in 2016 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 2 closing their positions.
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% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
0.33% less ownership
Funds ownership: 5.28% → 4.95% (-0.33%)
4% less capital invested
Capital invested by funds: $12.4M → $11.9M (-$476K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$288K |
| 2 |
LPL Financial
San Diego,
California
|
+$182K |
| 3 |
WT
Whittier Trust
South Pasadena,
California
|
+$124K |
| 4 |
VanEck Associates
New York
|
+$99.8K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$30.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$775K |
| 2 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
-$171K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$144K |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$142K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$33.3K |
NUW Hedge Fund Activity: Q1 2016 in Review
21 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q1 2016, worth a combined $11.9M — down 3.8% from $12.4M a quarter earlier.
Fund positioning in NUW was balanced in Q1 2016: 2 funds opened new positions, 2 closed out, 7 added to existing stakes and 7 trimmed.
The largest buyer was Curi RMB Capital, opening a new position worth an estimated $288K. The largest seller was Morgan Stanley, cutting an estimated $775K.
- 21 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q1 2016, unchanged from Q4 2015.
- Funds reported $11.9M of Nuveen AMT-Free Municipal Value Fund stock for Q1 2016, down 3.8% quarter-over-quarter.
- 2 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q1 2016 and 2 closed out, a net change of 0 holders.
- The largest Nuveen AMT-Free Municipal Value Fund buyer in Q1 2016 was Curi RMB Capital, an estimated $288K added.
- The largest Nuveen AMT-Free Municipal Value Fund seller in Q1 2016 was Morgan Stanley, an estimated $775K sold.
Based on aggregated 13F filings for Q1 2016.