Nuveen AMT-Free Municipal Value Fund
NUW
22 hedge funds and large institutions have $11.9M invested in Nuveen AMT-Free Municipal Value Fund in 2016 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 3 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
5% more funds holding
Funds holding: 21 → 22 (+1)
0.58% less ownership
Funds ownership: 4.95% → 4.37% (-0.58%)
1% less capital invested
Capital invested by funds: $11.9M → $11.9M (-$80.7K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$260K |
| 2 |
VanEck Associates
New York
|
+$104K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$84.1K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$58.3K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$50.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$680K |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$292K |
| 3 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$255K |
| 4 |
Morgan Stanley
New York
|
-$116K |
| 5 |
Koshinski Asset Management
Decatur,
Illinois
|
-$46.8K |
NUW Hedge Fund Activity: Q2 2016 in Review
22 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q2 2016, worth a combined $11.9M — down 0.68% from $11.9M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new NUW positions and 3 closed out — a net gain of 1 holder — while 9 added to existing stakes and 5 trimmed.
The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $260K. The largest seller was LPL Financial, cutting an estimated $680K.
- 22 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q2 2016, up from 21 in Q1 2016.
- Funds reported $11.9M of Nuveen AMT-Free Municipal Value Fund stock for Q2 2016, down 0.68% quarter-over-quarter.
- 4 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q2 2016 and 3 closed out, a net change of +1 holder.
- The largest Nuveen AMT-Free Municipal Value Fund buyer in Q2 2016 was Raymond James Financial Services Advisors, an estimated $260K added.
- The largest Nuveen AMT-Free Municipal Value Fund seller in Q2 2016 was LPL Financial, an estimated $680K sold.
Based on aggregated 13F filings for Q2 2016.