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Nuveen AMT-Free Municipal Value Fund
NUW

Overview Fund Activity

25 hedge funds and large institutions have $11.4M invested in Nuveen AMT-Free Municipal Value Fund in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
7
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$210K
2
Morgan Stanley
2
Morgan Stanley
New York
$2.26M
3
UBS Group
3
UBS Group
Switzerland
$1.29M
4
NFG
4
Next Financial Group
Texas
$122K
5
LNB
5
Ledyard National Bank
$62K

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$0
2
Bank of America
2
Bank of America
North Carolina
$839K
3
BTS
3
BB&T Securities
Virginia
$836K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$961K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$219K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.26M 119,663 +10,064 +9%
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$1.6M 85,004 -1,892 -2%
UBS Group
3
UBS Group
Switzerland
$1.29M 68,415 +8,341 +14%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$961K 51,020 -4,563 -8%
Bank of America
5
Bank of America
North Carolina
$839K 44,558 -21,687 -33%
BTS
6
BB&T Securities
Virginia
$836K 44,400 -7,000 -14%
LPL Financial
7
LPL Financial
California
$790K 42,758 +95 +0.2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$608K 32,262 -1,269 -4%
VanEck Associates
9
VanEck Associates
New York
$452K 23,990 +575 +2%
RJA
10
Raymond James & Associates
Florida
$314K 16,645 +54 +0.3%
Wells Fargo
11
Wells Fargo
California
$238K 12,671 – –
RJFSA
12
Raymond James Financial Services Advisors
Florida
$219K 11,632 -2,622 -18%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$210K 11,137 +11,137 New
WT
14
Whittier Trust
California
$132K 7,000 – –
NFG
15
Next Financial Group
Texas
$122K 6,500 +6,000 +1,200%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$116K 6,140 – –
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$87K 4,617 – –
Creative Planning
18
Creative Planning
Kansas
$80K 4,220 +2,598 +160%
LNB
19
Ledyard National Bank
$62K 3,300 +3,300 New
DADC
20
D.A. Davidson & Co
Montana
$37K 2,000 – –
AG
21
Advisor Group
Arizona
$31K 1,650 – –
US Bancorp
22
US Bancorp
Minnesota
$26K 1,400 – –
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$22K 1,188 +1,188 New
ASN
24
Advisory Services Network
Georgia
$14K 733 +733 New
TRCT
25
Tower Research Capital (TRC)
New York
$11K 600 +600 New
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